Client Service Associate, Client Service Associate - Dallas

Only for registered members Dallas, United States

2 weeks ago

Default job background

Job summary

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 of complex client relationships
  • Open and maintain sophisticated accounts for individuals trusts LLCs partnerships and corporations

Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Only for registered members Dallas, Texas, United States

    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 regulat ...

  • Only for registered members Dallas, TX

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

  • Only for registered members Dallas, Texas, United States

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

  • Only for registered members Dallas $17 - $24 (USD)

    The Services Associate maintains the Front-End in accordance with Company policies and procedures by greeting members; properly handling claims and returns; zoning the area; arranging and organizing merchandise; identifying shrink and damages; · Maintains parking lot cleanliness. ...

  • Only for registered members Dallas Full time

    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 ...

  • Only for registered members Dallas

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

  • Savills North America Dallas

    Job Description · As a Client Services Associate at Savills North America, you will provide administrative support to team members up to Executive Management level. · Communicate effectively with executive-level individuals internally and externally; · Predict resources/tools nee ...

  • Only for registered members Dallas

    +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 ...

  • Only for registered members Dallas, Texas, United States of America

    Clientservice associates help shape the future of service by modernizing the client experience through an elevated standard of care. · Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inqu ...

  • Only for registered members Dallas, TX

    Specialty sales associates are responsible for delivering high customer service standards at The Brand stores. · ...

  • Only for registered members Dallas, TX, United States

    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 ...

  • Only for registered members Dallas, TX, United States

    The Customer Service Associate is responsible for delivering products to customers from Sherwin-Williams branches using Company vans or pick-up trucks. · Prepare orders for delivery or pickup according to schedule in a safe and timely manner (load, pack, wrap, label, ship) · Load ...

  • Only for registered members Dallas, TX

    We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. · ...

  • Only for registered members Dallas, TX

    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 ...

  • Only for registered members Dallas Part time

    The Guest Services Associate - Part Time provides excellent guest service while answering questions about exhibits group sales field trips birthday parties. · Enthusiastically interact with guests provide pertinent information about Museum. · Assist guests with self-serve ticket ...

  • Only for registered members Dallas, Texas, , United States

    M Financial Group es una comunidad de líderes compuesta por las mejores mentes de nuestra industria. Nuestros soluciones están arraigadas en la diversidad del conocimiento experto nuestro equipo, nuestro enfoque colaborativo a la innovación y nuestro apoyo integral. · MAGNASTAR e ...

  • Only for registered members Dallas, TX

    The College of Dentistry is looking for a Clinic Services Associate to serve in the department of Oral Surgery. This person must be professional, enjoy working in a high-volume environment and be able to apply strong organizational skills while being flexible in their daily routi ...

  • M Financial Group Dallas

    M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for ove ...

  • Pediatrix Medical Group Dallas

    Overview · Increase your chances of an interview by reading the following overview of this role before making an application. · Responsibilities · The Patient Services Associate (PSA) is responsible for ensuring an excellent experience for patients and maintaining efficient front ...

  • Only for registered members Dallas

    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. · ...