Senior Client Associate - Dallas

+We are currently sourcing for an Advisor Experience Specialist to work in Fidelity's Charitable group in Westlake, TX or Salt Lake City, UT. Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. · +Providing outstanding customer service v ...

Fidelity Charitable is looking for top notch customer service professionals to work on the Advisor Experience team. · The Advisor Experience Specialist is a part of the Premium Service group, working to provide an outstanding service experience to and fosters relationships with u ...

An independent wealth management and investment advisory firm is hiring a seasoned Client Service Associate to step into a critical high-impact role supporting the firm's largest and most complex book of business. · Responsibilities:Support two senior advisors managing a $0M book ...

· Company Description · Start Dates: April, May, August, September, October 2026 · Want to accelerate your career in a high-energy, commercial role? If you're competitive, a confident communicator, both on the phone and in person, and hungry to grow fast, our Associate role at T ...

+Join a high-energy commercial role as an Associate at Third Bridge. Develop sales negotiation relationship-building skills and leadership potential while working with investors business leaders. Gain client exposure clear progression opportunities annual personal development all ...

Description · The Registered Client Service Associate (R-CSA) plays a critical role in supporting Financial Advisors (FAs), and their teams in delivering exceptional client service. This role involves direct client interaction, administrative support, and operational execution to ...

We are seeking Client Service Associates who will be responsible for delivering accurate, timely, and courteous service to contract owners, agents, and third parties. · Clients Support: Manage high volumes of phone and email requests; build sustainable relationships. · A strong u ...

· OVERVIEW: As a Client Service Associate, you will have the opportunity to positively impact the lives of our clients by cultivating and enhancing new and existing client relationships. Through proactive and strategic client interaction you will develop a deep understanding of ...

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with y ...

We connect the world's top investors and business leaders to the insights that shape investment decisions. From private equity firms and hedge funds to leading consultancies, our clients count on us to find the exact expert they need - fast. · You're intellectually strong, you're ...

The Client Experience Associate - Floater is responsible for performing conference room and mail services between two locations in Dallas and Plano TX. · ...

· Company Description · Start Dates: March, April, May, August, September, October 2026 · Want to accelerate your career in a high-energy, commercial role? If you're competitive, a confident communicator, both on the phone and in person, and hungry to grow fast, our Associate ro ...

· Company Description · Start Dates: April, May, August, September, October 2026 · Want to accelerate your career in a high-energy, commercial role? If you're competitive, a confident communicator, both on the phone and in person, and hungry to grow fast, our Associate role at T ...

We're offering more than a role - we're offering a career launchpad. 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. · You'll thri ...

An independent wealth management and investment advisory firm is hiring a seasoned Client Service Associate to step into a critical high impact role supporting the firms largest and most complex book of business. · ...

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. · ...

We connect the world's top investors and business leaders to the insights that shape investment decisions. · Naturally curious, quick to learn and love to solve complex problemsBuild rapport fast and think on your feetLovely a fast-paced target-driven environmentResilient and mot ...

We are seeking a Client Service Associate to join our team. · The position involves working directly with senior financial advisors and assisting the Director of Planning with client service and processing of paperwork. ...

The Client Experience Associate - Floater performs conference room and mail services between two locations: Dallas and Plano, TX. They must have reliable transportation to report to one location and then another within the same business day. · ...

As a Client Service Associate, you will have the opportunity to positively impact the lives of our clients by cultivating and enhancing new and existing client relationships. · ...

hackajob is collaborating with Third Bridge Group to connect them with exceptional tech professionals for this role. · Company Description · Start Dates: March, May, June, July, September, October, November 2026 · Want to accelerate your career in a high-energy, commercial role? ...