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This includes processing transactions such as initiating advances, auctions, capital stock trades, originating wires, initiating letters of credit and associated confirmations, processing safekeeping transactions, term deposits and the regeneration of wire transfer PINs. While performing the duties of this job, the employee is routinely required to utilize cognitive ability; sit and move about the office; speak, read, listen, and write; use hands to finger, handle, or feel objects, tools or controls.

Federal Home Loan Bank of Dallas

Client Services Associate

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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.

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<h1>Infosys is a global leader in next-generation digital services and consulting. We enable clients in 45 countries to navigate their digital transformation.</h1>
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<p>With over three decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always-on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem.</p>
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Infosys Ltd

Associate Manager - Client Services

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Pipeline Growth & Lead Tracking: Proactively identify and monitor commercial real estate developments, capital improvement projects, and municipal infrastructure starts across the Dallas-Fort Worth metroplex through industry platforms, bid portals, and industry networks. You will be the commercial catalyst for our Dallas practice, identifying project leads, tracking municipal procurements, and opening doors with commercial real estate developers, general contractors, architects, civil engineers, and public agencies.

Vertex Resource Group Ltd.

Client Development Associate - Geotechnical & Environmental Services

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The ideal candidate brings deep program and project management experience, a strong track record in enterprise software implementation, and a practical understanding of tax payment operations, tax servicing workflows, escrow processes, and the broader mortgage and financial services ecosystem. The Director serves as a strategic partner to clients and internal stakeholders, ensuring complex implementations are governed effectively, risks are managed proactively, and delivery practices scale with the business.

Cotality

Director, Client Delivery - Tax Services

Broadbean

Detect, Determine, Perceive, Identify, Recognize, Judge, Observe, Inspect, Estimate, Assess - The ability to observe details at close range (within a few feet of the observer). Position Summary: The Client Support Associate at Witherite Law Group plays a vital role in managing client flow and ensuring smooth case processing from start to finish.

Witherite Law Group PLLC

Client Support Associate

Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.

TravisMathew

Seasonal Client Associate - NorthPark

Seasonal Client Associate - Southlake

Our Client Service Interns rotate through our Brokerage Services teams throughout the summer to broaden their perspective of Holmes Murphy and the insurance industry (where available based on geography). Explore Opportunities: Discover the various career paths available within Holmes Murphy and forge a path for your future by rotating through different lines of business.

Holmes Murphy

Client Service Intern - Summer 2027

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We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members. Draft Request for Proposals (RFPs) for review by appropriate sales or service team member, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, summarize insurance carrier proposals for review.

Client Service Consultant, EB

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Operations Associate - Client Service Officer serves as a primary operational point of contact for commercial banking clients, supporting relationship teams by managing service requests, coordinating onboarding and account maintenance activities, and ensuring timely, accurate execution of client instructions.

Texas Capital Bancshares, Inc.

Client Service Officer

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Operations Associate – Client Service Officer serves as a primary operational point of contact for commercial banking clients, supporting relationship teams by managing service requests, coordinating onboarding and account maintenance activities, and ensuring timely, accurate execution of client instructions.

Texas Capital Bank

The work • Take requested conversations — no cold lists • Explain benefit options simply • Help clients enroll when it is a fit • Keep a clean follow-up rhythm . We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.

AO Garcia Agency

Work From Home Client Retention Associate

At-Home Client Enrollment Associate

Our FLVS department offers a full range of litigation support services, specializing in helping attorneys and their clients understand and resolve complex financial issues related to tracing and characterization of marital property, business valuations, damages and lost profits calculations, forensic accounting, trust accounting, and other issues arising in a wide range of business disputes. Assist with forensic accounting, litigation support, and business valuation engagements, primarily related to marital property, divorce-related financial issues, business disputes, and other investigations and valuations for litigation-related purposes.

Whitley Penn

Forensic Litigation & Valuation Services Associate

About the role: This role performs financial Quality of Earnings, due diligence, excel financial analysis, and other consultative services for clients who are buying a business, selling a business, or otherwise contemplating some type of merger & acquisition activity. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.

CliftonLarsonAllen (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help enhance our client's enterprise value and assist them in growing and managing their related personal assets - all the way from startup to succession and beyond.Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With nearly 4,000 people, 90 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. 

CliftonLarsonAllen LLP

Associate, Deal Services

The FLVS - Family Law & Business Disputes department offers a full range of litigation support services, specializing in helping attorneys and their clients understand and resolve complex financial issues related to tracing and characterization of marital property, business valuations, damages, and lost profits calculations, forensic accounting, trust accounting, and other issues arising in a wide range of business disputes. Assist with forensic accounting, litigation support, and business valuation engagements, primarily related to marital property, divorce-related financial issues, business disputes, and other investigations and valuations for litigation-related purposes.

Associate - Forensic Litigation & Valuation Services

This role is perfect for someone who enjoys working with people, thrives in a fast-paced setting, and likes the opportunity to earn bonuses through great customer service and sales. I acknowledge that I am applying for employment with an independently owned and operated Hand and Stone franchisee, a separate company and employer from Hand and Stone Franchise Corp.

HOUR

Cedar Hill

Spa Sales and Guest Service Associate

Our FLVS department offers a full range of litigation support services, specializing in helping attorneys and their clients understand and resolve complex financial issues related to tracing and characterization of marital property, business valuations, damages, and lost profits calculations, forensic accounting, trust accounting, and other issues arising in a wide range of business disputes. Prepare the testifying expert for client meetings, depositions, and trials, ensuring the file is well-organized and all work papers and important documents are put in a binder for a quick and easy review by the testifying expert; work closely with the testifying expert in developing an outline for testimony and demonstrative exhibits for trial.

Forensic Litigation & Valuation Services Senior Associate

The FLVS - Family Law & Business Disputes department offers a full range of litigation support services, specializing in helping attorneys and their clients understand and resolve complex financial issues related to tracing and characterization of marital property, business valuations, damages, and lost profits calculations, forensic accounting, trust accounting, and other issues arising in a wide range of business disputes. Prepare the testifying expert for client meetings, depositions, and trials, ensuring the file is well-organized and all work papers and important documents are put in a binder for a quick and easy review by the testifying expert; work closely with the testifying expert in developing an outline for testimony and demonstrative exhibits for trial.

Senior Associate - Forensic Litigation & Valuation Services

The Requirements: • At least 8 years relevant work experience with an accounting firm, including at least 6 years of Private Client experience; • Bachelor’s and/or Master’s degree – Accounting, Finance, Economics or related degree (Preferred); • Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA, JD, or EA); • Demonstrated project management experience with strong organization skills and multi-tasking abilities. The Role: As a member of the Private Client Services practice, Tax Directors oversee the efforts of and work collaboratively with multiple client service teams on engagements for a variety of clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

Client Service Associate Jobs in Westlake, TX

Client Services Associate Federal Home Loan Bank of Dallas

Associate Manager - Client Services Infosys Ltd

Client Development Associate - Geotechnical & Environmental Services Vertex Resource Group Ltd.

Director, Client Delivery - Tax Services Cotality

Client Support Associate Witherite Law Group PLLC

Seasonal Client Associate - NorthPark TravisMathew

Seasonal Client Associate - Southlake TravisMathew

Client Service Intern - Summer 2027 Holmes Murphy

Client Service Consultant, EB Holmes Murphy

Client Service Officer Texas Capital Bancshares, Inc.

Client Service Officer Texas Capital Bank

Work From Home Client Retention Associate AO Garcia Agency

At-Home Client Enrollment Associate AO Garcia Agency

Forensic Litigation & Valuation Services Associate Whitley Penn

Associate, Deal Services CliftonLarsonAllen LLP

Associate - Forensic Litigation & Valuation Services Whitley Penn

Spa Sales and Guest Service Associate Cedar Hill

Forensic Litigation & Valuation Services Senior Associate Whitley Penn

Senior Associate - Forensic Litigation & Valuation Services Whitley Penn

Tax Director - Private Client Services Andersen

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