Customer Service Associate - Dallas

· Allworth Financial ) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solu ...

The Direct Business Associate plays a key role in supporting the daily operations of Allworth's Direct Business department. · ...

The Direct Business Associate plays a key role in supporting the daily operations of Allworth's Direct Business department. · ...

The Direct Business Associate plays a key role in supporting the daily operations of Allworth's Direct Business department. This position is responsible for accurately and efficiently processing client account requests, ensuring compliance with internal procedures and regulatory ...

The Direct Business Associate plays a key role in supporting the daily operations of Allworth's Direct Business department. · ...

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 ...

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. ...

Overview · Responsibilities · The Patient Services Associate (PSA) is responsible for ensuring an excellent experience for patients and maintaining efficient front-office workflows. The Patient Services Associate interacts with patients by greeting and providing check-in prior ...

Overview · Responsibilities · The Patient Services Associate (PSA) is responsible for ensuring an excellent experience for patients and maintaining efficient front-office workflows. The Patient Services Associate interacts with patients by greeting and providing check-in prior ...

We are seeking a detail-oriented individual to join the team as a Customer Service Associate. This position is based in Dallas, TX with a hybrid schedule that rotates 2 weeks fully on site and 1 week remote. · Answer incoming calls from customers and retailers regarding after-sal ...

We are looking for a professional and organized Office Services Associate to support our Dallas office. · This role focuses on mail and shipping, · backup reception, · and hospitality, · helping ensure a smooth, welcoming office experience for staff and visitors.All qualified app ...

· Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advance ...

The Registered Client Service Associate (R-CSA) plays a critical role in supporting Financial Advisors (FAs), and their teams in delivering exceptional client service. The R-CSA builds trusted relationships through consistent communication and a client-first mindset. · Serve as t ...

· Overview · Responsibilities · The Patient Services Associate (PSA) is responsible for ensuring an excellent experience for patients and maintaining efficient front-office workflows. The Patient Services Associate interacts with patients by greeting and providing check-in prior ...

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 ...

We are hiring for a Customer Service Associate that will provide inbound/outbound cardholder support and customer service for TIB card issuing programs. · ...

· Company Description · Start Dates: March, May, June, July, September, October, November 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 Assoc ...

We desire an individual who subscribes to and supports our commitment as stated above. The successful applicant will bring an expert level of experience to the position and understand the demands of supporting executives in a fast-paced environment. · This person must be professi ...

We are hiring a team of Customer Service Associates to assist with implementing our newest promotional campaign. · We understand that our success starts with our employees, and we have developed a training program that is conducive to growth both personally and professionally. · ...

+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 ...

Position Overview:  · We are seeking a people-focused, detail-oriented Membership Services Associate to serve as a key point of contact for our members, support educational and event operations, and assist with light project and marketing coordination. This role is ideal for some ...