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Service Associate
2 weeks ago
LHH Recruitment Solutions Dallas, United StatesLHH Recruitment Solutions is currently working with a company looking for a Service Associate in the Dallas TX area. If you have the qualifications listed below and are interested in this opportunity- apply with us today · Details: · Performs a variety of administrative tasks i ...
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Service Associate
1 week ago
Lee Hecht Harrison Nederland B.V. Dallas, United StatesLHH Recruitment Solutions is currently working with a company looking for a Service Associate in the Dallas TX area. If you have the qualifications listed below and are interested in this opportunity- apply with us today · Details: · Performs a variety of administrative tasks in ...
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Client Service Associate
1 week ago
Mariner Dallas, United StatesIf you are looking to build your career with a firm that puts the client first, then Mariner is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves wher ...
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Guest Services Associate
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City of University Park Texas Dallas, United StatesThe City of University Park is currently accepting applications for Aquatic Positions. All positions require the ability to work flexible schedules up to 40 hours per week and the availability to work Sunday through Saturday, 6:30 a.m. through 9:00 p Guest Service, Associate, Ser ...
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Client Service Associate
1 week ago
Hilltop Holdings Dallas, United StatesHilltopSecurities is currently looking to hire a Registered Client Service Associate to work at our Park Cities, Dallas location. This role will provide support for several financial advisors and assist in servicing a large client base that is continually growing. · HilltopSecuri ...
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Office Services Associate
2 days ago
Williams Lea Dallas, United StatesWilliams Lea is hiring for Office Services Associate for our Dallas office to work Monday to Friday 8:30 am to 5:30 pm · Pay: $17.00/hour · Benefits: · * Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug) · * 401k Retirement Savings Pla ...
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Client Service Associate
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Texas Capital Bancshares, Inc. Dallas, United StatesTexas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. · While ...
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Client Service Associate
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Smart Business Concepts Dallas, United StatesOur Client, a Wealth Management Firm, is looking for a Client Service Associate. They're looking for someone who is detail oriented and passionate about creating a great client experience. · Job Description and Duties: · Provide an excellent client experience for clients through ...
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Sustainability Services Associate
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LORD Green Real Estate Strategies Inc Dallas, United StatesQualifications · The Sustainability Services Associate will be responsible for the implementation of Environmental Social Governance (ESG) strategy and practices at the property level. This entails working with property teams daily on various aspects of ESG from data analysis to ...
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Client Services Associate
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Greystar Worldwide, LLC Dallas, United StatesThe Client Services Associate supports the Managing Director of Client Services for the Central North US. This dual role is an administrative position (complete expense reports, help with the organization of the annual WAM (Women Asset Managers) event) as well as serve as an "ana ...
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Office Services Associate
2 days ago
Cushman & Wakefield Inc Dallas, United StatesJob Title · Office Services Associate · Job Description Summary · This position embodies an exceptional customer service experience to the client/colleague/end user in a corporate environment for a global professional services firm. Engage at the appropriate level to support cont ...
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Client Services Associate
5 days ago
Stonepath Dallas, United StatesTitle: Client Services Associate (Seeking Banking Industry Experience) · Type: Full-time / Uptown Dallas Area · Compensation: 50k - 60k + Fully Paid Comprehensive Benefits · Requirements: 3+ Years of Customer Service/Experience, Secretary/Executive Assistant experience, Exception ...
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Associate Service Manager
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Tesla Dallas, United States**Associate Service Manager - Dallas Cedar Springs** · ????Vehicle Service????Dallas, Texas?? ID113410???? Teslas Associate Service Managers are responsible for driving excellent results in customer service and operational efficiency in our service centers. · Expectations and R ...
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Customer Service Associate
1 week ago
Hat Creek Burger Dallas, United StatesWhy You'll Love This Customer Service Associate JobYou could be the newest member of the upbeat and happy Hat Creek Burger Company team If you're an outgoing people-person who is detail-oriented, this fast-paced environment is the perfect fit Hat Creek Burger Company is looking f ...
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Service Desk Associate
1 week ago
Cooper Aerobics Health & Wellness Dallas, United StatesPart-time. The Service Desk Associate is responsible for responding to the needs of all members at the Cooper Fitness Center. Their primary role is to coordinate check-ins and customer service needs on a regular basis. Schedule: varies; including wee Service Desk, Associate, Cust ...
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Food Service Associate
1 week ago
Parkland Memorial Hospital Dallas, United StatesResponsible for patient meal service on nursing units Minimum Specifications Equivalent Education and/or Experience May have an equivalent combination of education and experience to substitute for the experience requirements. Certification/ Registrat Food Service, Associate, Serv ...
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Food Service Associate
3 days ago
Parkland Memorial Hospital Dallas, United States Part timeResponsible for producing and serving meals in retail, patient services, sanitation area or production environment in the Nutrition Services Department. Minimum Specifications Education None Experience None Equivalent Education and/or Experience None Food Service, Associate, Part ...
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Customer Service Associate
1 week ago
Gig Dallas, United StatesWe are hiring a team of Customer Service Associates to assist with implementing our newest promotional campaign. As one of the nation's top direct marketing firms, our standards for quality customer service are higher than ever. · We understand that our success starts with our e ...
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Client Service Associate
1 week ago
Hilltop Holdings Dallas, United StatesJob DescriptionHilltopSecurities is currently looking to hire a Registered Client Service Associate to work at our Park Cities, Dallas location. This role will provide support for several financial advisors and assist in servicing a large client base that is continually growing. ...
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Food Service Associate
1 week ago
Parkland Memorial Hospital Dallas, United States Part timeResponsible for patient meal service on nursing units. MINIMUM SPECIFICATIONS Education None Experience None Equivalent Education and/or Experience None Certification/ Registration/ Licensure Must have a certificate of completion of a food handler tr Food Service, Associate, Part ...
Senior Wealth Client Service Associate - Dallas, United States - The Judson Group
Description
Reference Number:
MHH7446
Location:
Dallas, Texas
Judson Group has been retained by a leading holistic independent financial advisory firm in the search for a
Senior Wealth Client Service Associate . The firm is known for their commitment to building client relationships and providing individualized investment management solutions. This candidate will have the unique role of providing high-touch client service.
This is a leading support role ensuring an exceptional client experience.
In this role the employee will cultivate the relationship through superior service focused around client engagement, operations, administration and account management.
Responsibilities:
Helping with the flow of operations to offer the highest level of customer service
Work alongside various teams including compliance, legal, and operations to respond to client services requests
Managing the client onboarding process for HNW clients
Handles all necessary account maintenance
Assist with movement of funds between client accounts, money managers and custodians
Maintaining client data ensuring accuracy, security, and timeliness
Preparing various reports for client reviews and other miscellaneous meetings
Developing new ways to continuously provide the best service to the firm's clients
Requirements:
Bachelor's Degree
5+ years' experience with a Wirehouse or RIA firm working with HNW clients
Experience successfully completing paperwork for new accounts, handling client requests, and meeting/event coordination
Knowledge of back-office operations of a financial planning and investment management firm
Excellent technology skills:
Typing proficiency, Word, Excel, PowerPoint a must
Ability to work independently, with little oversight, but with accountability to the client and the organization
Compensation:
Competitive base salary and benefits
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