1,629 Results for

Client Service Associate Jobs in Lewisville, TX

Jobs

Dallas, TX7 days ago

$120,000–$150,000 Per Year

Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). 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.

New!

Dallas, TX4 days ago

Remote

$145,000–$160,000 Per Year

The Associate Director of Client Strategy will play a pivotal role in crafting outcome-driven strategies and industry best practices for our customers and prospective customers seeking to use Later, enabling the company to unlock revenue impact from those accounts. By combining trusted insight with expert guidance, Later removes guesswork from influencer marketing, enabling brands to choose the right creators, execute fully managed campaigns, and drive meaningful growth across awareness, engagement, and revenue.

New!

Dallas, TX1 day ago

$146,000–$200,000 Per Year

A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

New!

Dallas, TX5 days ago

$120,000–$160,000 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. As an integral part of our team, you will have the opportunity to work with leading practitioners in the field, engage with high-profile clients, and make a significant impact on legal issues that matter.

New!

Dallas, TX2 days ago

$150,000–$210,000 Per Year

Committed to delivering exceptional client service and embracing innovation, this firm strategically employs advanced technology and maintains a keen awareness of the dynamic legal environment to effectively serve a broad spectrum of clients across diverse industries. 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.

Dallas, TX7 days ago

$115,000–$160,000 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. Our team is recognized for handling complex, high-stakes litigation across a variety of industries, with particular strength in construction and insurance defense.

Dallas, TX7 days ago

$100,000–$170,000 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. The firm is dedicated to providing the highest quality legal services and representation, focusing on complex business litigation, commercial disputes, derivative actions, and divorce matters.

Dallas, TX7 days ago

$120,000–$140,000 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. The successful candidate will be responsible for handling all aspects of construction litigation cases, ranging from initial client consultation to settlement or trial.

Dallas, TX7 days ago

$190,000–$215,000 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. Job Details: We are currently seeking a dynamic and highly-skilled Commercial Litigation Associate/Attorney with a focus on Insurance Defense to join our esteemed legal team.

Dallas, TX7 days ago

$215,000–$435,000 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. With access to cutting-edge matters and a commitment to work-life balance, we empower our attorneys to build rewarding careers while making a meaningful impact.

Fort Worth, TX7 days ago

$115,000–$140,000 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. We are seeking a Litigation Associate Attorney to join our civil litigation practice handling complex business, real estate, banking and creditor matters in a collaborative, trial-driven environment.

Dallas, TX7 days ago

$225,000–$450,000 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. This role offers the opportunity to work on a wide range of complex financing matters, representing lenders and other market participants in sophisticated deal work.

Dallas, TX7 days ago

$225,000–$450,000 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. This role offers exposure to a wide range of deal types and the opportunity to work closely with sponsors, companies, and internal deal teams across all stages of transactions.

Dallas, TX7 days ago

$55,000–$65,000 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. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.

Dallas, TX7 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.

Dallas, TX28 days ago

Full-time
Employee

Build and maintain strong working relationships with 7-Eleven Field Operations Advisors (FOAs) and field leadership teams to support executional alignment and account objectives. The Associate assists in customer engagement, internal alignment, and day-to-day account operations to help drive volume, revenue, and overall account performance.

McKinney, TX7 days ago

$130,000–$150,000

The founding veterinarian, Dr. Jessica Cohen, also a board-certified theriogenologist, along with Hospital Manager, Robert Hand, have built a modern, progressive hybrid general practice/reproductive referral center where exceptional medicine, strong client relationships, and a collaborative team culture come together. Our hospital is equipped with advanced technology, including digital radiography, a comprehensive in-house laboratory, a dedicated dental suite with digital dental radiography, a high-end ultrasound unit, oxygen cage capabilities, and a rigid endoscope utilized for reproductive procedures.

New!

Dallas, TXToday

$22–$28.50 Per Hour

Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).

New!

Fort Worth, TXToday

$22–$28.50 Per Hour

New!

Fort Worth, TXToday

$22–$28.50 Per Hour

New!

Dallas, TXToday

$22–$28.50 Per Hour

New!

Fort Worth, TXToday

$22–$28.50 Per Hour

New!

Dallas, Texas1 day ago

Full-time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

Dallas, TX7 days ago

Execute four phases of control (Planning, Preparatory, Initial and Inspections) for each FOW with the subcontractors, vendors, and client(s) and perform all required meetings. Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.

New!

Dallas, TX1 day ago

The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.

New!

Dallas, TX4 days ago

If you're searching for a veterinarian job in Dallas, TX where you can grow your skills, build client relationships, and enjoy a supportive team environment, we encourage you to apply today and join Pavillion Animal Hospital! Our experienced team provides comprehensive medical, surgical, and dental services, while fostering a compassionate, client-focused environment for pets and their families.

Dallas, TX12 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.

Fort Worth, Texas30+ 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).

Dallas, Texas30+ days ago

Dallas, Texas13 days ago

What You'll Be Doing: 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.

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.

New!

Westlake, TXToday

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. 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, TX16 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

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.

Frisco, TX29 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.

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.

Dallas, Texas30+ 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. 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.

Plano, TX30+ days ago

Dallas, TX30+ days ago

Full-time

Coordinate and follow through on account inquiry, transaction and maintenance requests across products and services including account opening and funding, USD and foreign currency monetary transactions, credit drawdowns/paydowns, credit and debit card requests, statement requests, tax reporting inquiries and support of online service. You will work in a team-oriented environment with Financial Advisors, Sales Associates, Product Management, Middle Office and operations teams to deliver a seamless and integrated client experience across all deposit products.

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. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.

Grapevine, Texas27 days ago

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.

Frisco, TX30+ days ago

Have knowledge of product lines, prices, delivery time, drop ship items, various marketing promotional services, and similar data, as required. The CSA is the “face” of the company and will interact with clients. to provide information in response to inquiries about products and services and to handle.

Plano, TX30+ days ago

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.

Dallas, Texas30+ days ago

With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide. Ensure all monthly deliverables are in line with our SLA and if not record and note clearly the reasons, Work closely with senior managers to identify and streamline operations where greater efficiencies can be implemented.

New!

Dallas, TX2 days ago

$77,000–$102,000 Per Year

By submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice. As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership, research and so much more.

Dallas, TX10 days ago

$77,000–$102,000 Per Year

Westlake, TX14 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.

Plano, Texas30+ days ago

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.

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Client Service Associate Jobs in Lewisville, TX

Associate, Transaction Advisory Services Jobot

Associate Director, Client Strategy - Remote Later

Tax Senior Manager, Private Client Services bdo consulting

Associate Attorney Jobot

Litigation Associate Attorney Jobot

Associate Attorney | Construction Litigation Jobot

Associate Attorney - Commercial Litigation Jobot

Associate Attorney - Construction Litigation Jobot

Commercial Litigation Associate/Attorney (Insurance Defense) Jobot

Capital Markets Associate Attorney (3 - 6 Yrs Exp) Jobot

Associate Attorney | Commercial Litigation Jobot

Private Credit Associate Attorney (2-6 Yrs Exp) Jobot

Corporate Associate (M&A/PE Focus) (2+ yrs Exp) Jobot

Architectural Project Associate Jobot

3 - 7 year Family Law Associate Jobot

Associate National Account Manager Company Confidential

New progressive general practice and reproductive referral center ready to grow with a new associate Livewell Animal Hospital of McKinney

Tax Support Associate – Retail Intuit

Seasonal Tax Associate - In-Store Intuit

Seasonal Retail Tax Associate Intuit

Tax Associate - TurboTax Store Intuit

Tax Associate – In-Store Intuit

Retail Customer Service Associate FedEx

Quality Control Associate HITT Contracting

Bilingual Store Associate (Spanish) Sherwin-Williams

Associate Veterinarian Pavillion Animal Hospital

Client Service Associate Non Registered Stifel Financial Corp

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

PT Sr. Registered Client Service Associate Morgan Stanley

Registered Client Service Associate Morgan Stanley

Client Service Associate - Non-Registered Stifel

Client Service Associate Hilltop Holdings Inc

Client Services Associate SPS-North America

Client Service Associate-Plano, Texas RK Partners

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

Client Service Associate RIA Recruiting

Client Service Associate JPMorgan Chase Bank, N.A.

Client Service Associate Morgan Stanley

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

J.P. Morgan Advisors - Senior Client Service Associate - Dallas, TX JPMorgan Chase Bank, N.A.

Client Service Associate Gallagher

Client Service Associate Ameriprise Financial

Client Services Associate Solais Lighting, LLC

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

Client Service Manager - Loan Services, Associate Vice President Apex Group

Associate, Client Services - 2027 Start Dates Third Bridge

Associate, Client Services Third Bridge

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

Client Services Associate (Plano, TX) Collaborative Solutions

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