1,410 Results for

Client Service Associate Jobs in Denton, TX

Jobs

New!

Garland, TX4 days ago

$125,000–$165,000 Per Year

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New!

Plano, TX4 days ago

$140,000–$200,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Proven experience in handling high net worth divorces, annulments, child custody/support, prenuptial agreements, and adoption.

Grapevine, Texas14 days ago

Full-time

p>Pay Transparency: .

Preferred Qualifications: .

New!

Dallas, TX2 days ago

Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients .

New!

Dallas, TX3 days ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.

Dallas, TX20 days ago

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Frisco, TX30+ days ago

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Dallas, TX30+ days ago

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).

Plano, TX27 days ago

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Dallas, TX9 days ago

$54,000–$65,000 Per Year

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Dallas, TX30+ days ago

This position will assist in servicing a large client base that is continually growing and provide remote, scalable and compliant administrative and client-service support to independent registered representatives to enhance client experience, reduce administrative burden, and improve operational consistency. Provide administrative support to assigned Registered Representative(s) including, client onboarding and account opening, preparing and reviewing client documents, handling client account maintenance requests, assisting with marketing and client and prospect presentations.

Westlake, TX8 days ago

p>The Client Services Associate/Asset Management role includes receiving, sorting, and then classifying hardware assets, Receiving and inspecting incoming hardware assets, shipping and receiving products, Sort and classifying hardware based on predefined categories, Maintaining accurate records of all hardware assets, Ensuring proper storage and handling of hardware assets and supplies to support the onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning.

SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.

New!

Westlake, TX1 day ago

In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies.

Plano, TX30+ days ago

Full-time

Plano, TX30+ days ago

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Teamwork - Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed.

Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.

Plano, TX24 days ago

We are seeking a Client Service Associate who consistently provides exceptional service to all clients and demonstrates strong organizational, interpersonal, and communication skills. Technical Proficiency: Proficient in Microsoft Office Suite (Word, Outlook, some PowerPoint) and experienced with CRM platforms and workflows.

Plano, TX30+ days ago

Full-time

Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Frisco, TX30+ days ago

$65,000–$80,000

Prospect vetting – 15min structured phone calls with prospects to gather info before passing them on to an advisor (NOT COLD CALLING – these prospects reach out to us and schedule intro calls). Account Transfers – execute acct opening checklist, initiate and track ACATs, prepare and send forms to clients, communicate with clients along the process.

Grapevine, Texas30+ days ago

p>LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, seeking a Client Service Associate to support a collaborative wealth management team by assisting with client meeting preparation, follow-up, and ongoing client service needs.

LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, built for people who want to do meaningful work in an environment where character, contribution, and collaboration truly matter.

Plano, Texas9 days ago

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Process certificates of insurance and ensure all client and policy data is up-to-date in Gallagher’s systems. .

Contribute to the renewal process by delivering timely and high-quality solutions to clients. .

Dallas, Texas30+ days ago

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview:

Join a team that values service, collaboration, and growth.

Frisco, TX30+ days ago

Dallas, TX30+ days ago

This position supports Business Development leaders by delivering high‑quality client service, coordinating day‑to‑day account and reporting activities, and preparing polished, client‑ready materials that support both ongoing relationships and new business initiatives.

Associate, Client Service Department: Business Development, Non-Core Investment ServicesTitle: Associate, Client ServiceReports To: Managing Director, Client Experience.

Westlake, TX22 days ago

2+ year of customer service experience, preferably in financial services; 1+ years of experience working with clients through phone/chats/emails. As an Associate, Bilingual Client Services Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs.

Dallas, TX30+ days ago

Remote

The successful candidate will have: Bachelors or Masters in Accounting/Taxation preferred CPA, JD or EA not required but preferred 3-5 years experience in a public accounting firm 1+ year of supervisory experience Ability to lead, manage and develop staff in a highly interactive team environment Strong knowledge and experience with Excel Solid working knowledge of Microsoft Office and Quickbooks Online * Exceptional organizational, communication and presentation (verbal and written) skills Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. CAMS works directly with business owners, CFOs, and leadership teams, acting as an extension of the client's internal finance function while leveraging technology and best practices to scale operations and drive long‑term success.

Dallas, TX30+ days ago

p>DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile • Confirm authorization and authenticate client when processing requests • Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example • Review and take appropriate action on client account alerts.

Knowledge/Skills • Strong computer skills and knowledge of Microsoft Office products • Exceptional writing, interpersonal and client service skills • Detail orientated with superior organizational skills and ability to prioritize tasks • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Goal oriented, self-motivated and results driven.

Dallas, TX17 days ago

p>My Utilities has revolutionized one of the most stressful processes — moving into a new home — by making it easy to select and establish all of the utility services customers need: electricity, internet, cable/TV, security, insurance, gas, and water. Your day-to-day responsibilities will include:

Serve as a key point of contact for a portfolio of accounts, supporting their onboarding and ongoing needs.

Dallas, Texas28 days ago

The Role:

Senior Tax Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS.

Plano, TX10 days ago

You will serve as a primary client contact for documentation requests and follow-ups, while independently driving issue resolution across internal partners (Sales/Client Manager, Credit/Underwriting, KYC, Party Central, Processing, and Closing) to ensure timely execution.

Become part of a team supporting Commercial Term Lending by owning end-to-end document collection and file readiness for complex, time-sensitive post-closing requests, partnering with clients and internal stakeholders to drive timely, high-quality execution!

New!

Plano, TX3 days ago

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Dallas, TX16 days ago

$60,000–$81,320 Per Year

p>What you will do:

Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to:
Assisting team members with the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

TX25 days ago

$62,770–$118,990 Per Year

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Frisco, TX30+ days ago

p>Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

What you will do:

Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to:
Maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers.

Plano, TX30+ days ago

Full-time

Dallas, TX30+ days ago

p>Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.

Plano, Texas9 days ago

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Bachelor's degree with minimum 1+ years client service management experience OR- High School degree/GED with a minimum of 3+ years client service management experience .

Proficiency in Microsoft Office. .

Richardson, TX29 days ago

$100,000–$187,000 Per Year

148671BRTexasUSAInfosys Public Services, Inc Associate Engagement ManagerIPS USA Austin, TX, Richardson, TXCommunications, Hi -Tech, Sales & Fulfillment ( Order Management)Domain|Sales|After Sales & Service, Domain|Sales|Sales Planning, Process|Project Management|Request For Proposal (RFP)State of Texas Public Sector Sales Leader. The ideal candidate brings executive presence, strong relationships, disciplined pipeline leadership, and a track record of closing complex consulting, systems integration, and managed services opportunities.

Frisco, TX30+ days ago

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

New!

Dallas, TX2 days ago

Prior employment must include one (1) year of experience (with a Master's) OR three (3) years of experience (with a Bachelor's) with: assessing top industry clients' transactional needs and offering solutions to foster strong relationships crucial for product delivery and evolution of key objectives; supporting the development of global client service infrastructure by enhancing workflows for payment rails and currency movements to deliver consistent client experiences; coordinating communication across major internal stakeholders, enabling proactive resolution of complex client queries related to customer funding flows and delivering measurable commercial outcomes; and supporting global client service functions by assisting with escalations and delegating initiatives, in accordance with documented service and escalation.

Job Requirements: Master's degree (U.S. or foreign equivalent) in Finance, Economics, Accounting, Business Analytics, or related field and one (1) year of experience in the job offered or in a related role or Bachelor's degree (U.S. or foreign equivalent) in Finance, Accounting, Quantitative Finance, Business Analytics, or related field and three (3) years of experience in the job offered or in a related role.

Dallas, TX30 days ago

As an Analyst / Associate, you will i) gain direct exposure to hedge fund clients and portfolio financing strategies, ii) training across equities, fixed income, futures, and derivatives products, iii) opportunity to build client-facing skills and progress into a coverage role, and iv) collaboration with senior stakeholders across trading, risk, and operations. Analysts and Associates serve as the primary point of contact for CFOs, COOs, accounting and operations professionals at these clients managing client relationships, delivering cross-asset solutions, and enhancing the client experience.

Frisco, Texas30+ days ago

Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Frisco, Texas25 days ago

Frisco, Texas17 days ago

Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to:Assisting team members with the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Frisco, Texas30+ days ago

TX9 days ago

For positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act.

Join our dynamic veterinary team as a Client Service Representative (CSR) and play a key role in both client experience and hospital growth!

Plano, TX30+ days ago

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

The Colony, Texas15 days ago

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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs

Work Experience.

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Client Service Associate Jobs in Denton, TX

Associate Attorney Jobot

3 - 7 year Family Law Associate Jobot

Retail Customer Service Associate FedEx

Senior Client Specialist First Horizon Bank

Senior Private Client Relationship Manager First Horizon Bank

Client Service Associate Non Registered Stifel Financial Corp

Registered Client Service Associate (Frisco, TX) Raymond James Financial Inc

Registered Client Service Associate Morgan Stanley

Wholesale KYC - Client Service Associate - Payments JPMorgan Chase & Co

Client Service Associate Edelman Financial Engines LLC

Client Service Associate Hilltop Holdings Inc

Client Services Associate SPS-North America

Client Service Associate SPS-North America

Wholesale KYC - Client Service Associate - Payments JPMorgan Chase Bank, N.A.

Client Services Associate (Plano, TX) Collectors Holdings, Inc.

Client Service Associate-Plano, Texas RK Partners

Client Service Associate JPMorgan Chase Bank, N.A.

Client Service Associate RIA Recruiting

Client Service Associate Ameriprise Financial

Commercial Lines Client Service Associate (Small Business) Gallagher

Client Service Associate Gallagher

Client Services Associate Solais Lighting, LLC

Associate, Client Service ALM First Analytics, LLC

Associate, Core Service International Client Services (Mandarin/Cantonese Required) The Charles Schwab Corp

Senior Associate [Client Advisory & Management Services Group] CohnReznick LLP

Client Service Associate Morgan Stanley

Associate Account Manager- Client Services MyUtilities

Senior Tax Associate – Private Client Services Andersen

Client Service - Transaction Coordinator - Associate JPMorgan Chase & Co

Client Onboarding & Servicing Business Manager - Associate JPMorgan Chase & Co

Associate, Client Accounting Services - Family Office Baker Tilly Virchow KrauseLLP

Senior Associate - Client Accounting Services, Real Estate Baker Tilly Virchow KrauseLLP

Senior Associate, Client Accounting Services - Family Office Baker Tilly Virchow KrauseLLP

Client Service Senior Associate JPMorgan Chase Bank, N.A.

Tax Senior Associate - Private Client Services TAG EisnerAmper, LLC (Inactive)

Associate Commercial Lines Client Service Manager (Small Business) Gallagher

Associate Manager - Client Services Infosys Ltd

Senior Associate- Client Accounting Services, Real Estate Baker Tilly Virchow KrauseLLP

Platform Solutions- Dallas- Senior Associate, Client Services - Operations-10072339 The Goldman Sachs Group Inc

Global Banking & Markets, Prime Client Services, Analyst/Associate - Dallas The Goldman Sachs Group Inc

Senior Associate, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LP

Senior Associate, Client Accounting Services - Small Business (Sage Intacct) Baker Tilly Advisory Group, LP

Senior Associate- Client Accounting Services, Real Estate Baker Tilly Advisory Group, LP

Senior Associate, Client Accounting Services - Family Office Baker Tilly Advisory Group, LP

Senior Associate - Client Accounting Services, Real Estate Baker Tilly Advisory Group, LP

Associate, Client Accounting Services - Family Office Baker Tilly Advisory Group, LP

Associate, Client Accounting Services (CAS) - Not-for-Profit Baker Tilly Advisory Group, LP

Client Service Representative CSR - Social Media & Marketing Focus National Veterinary Associates

J.P. Morgan Wealth Management - Private Client Investment Associate - Plano, TX JPMorgan Chase & Co

Client Experience Associate PNC Bank

Work Experience.

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