Client Service Associate Jobs in Dallas, TX

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients individuals in this role build trusted relationships. Leading with a clien...

Benefits:Competitive salaryDental insuranceHealth insurancePaid time offParental leaveVision insuranceHR & Client Services LeadCompany: Strategic Focus LLCLocation: Dallas TX (Not a Remote Role)Reports To: Principal / CEOPosition SummaryStrategic Focus LLC is seeking a highly capable HR & Client Ser...

As a senior manager on our fund administration team youll work directly with leading private equity and hedge funds clients supporting fund operations financial reporting and investor communications under the guidance of our experienced team. Youll oversee client deliverables review complex fund cal...

About the RoleAdvanced proficiency in site operations and procedures with ability to assign tasks to colleagues and manage responsibilities within the team.Your ImpactMain Responsibilities:- Promptly informs supervisor of potential problems or customer concerns.- Promptly reviews and responds to man...

We are seeking a Client Services Program Manager to join our Data Center/AI team. This position will be working on a hybrid schedule from our Dallas TX or Duncan SC location!The Program Manager is responsible for organizing and leading a cross-functional team consisting of Customer Service Schedulin...

Youll manage and train fund accountants oversee the allocation of daily and monthly activities and independently handle client relationships to ensure service quality and satisfaction. Youll also review and occasionally prepare complex monthly client reports requiring strong self-motivation and the...

We are seeking a professional and customer-focused Client Services Representative to join our growing remote team. This role is ideal for individuals who enjoy working with people providing exceptional support and helping create positive customer experiences. As a Client Services Representative you...

Youll manage and train fund accountants oversee the allocation of daily and monthly activities and independently handle client relationships to ensure service quality and satisfaction. Youll also review and occasionally prepare complex monthly client reports requiring strong self-motivation and the...

Essential Job FunctionsSupervises the work of a team of client service specialistsDirects workflow and monitors workload to ensure client inquiries are addressed promptlyTrains new client service staff in support policies and proceduresCreates and distributes documented resolutions for common client...

ESSENTIAL JOB FUNCTIONSResponds to orders general client inquiries invoice questions and client complaints.Resolves issues with orders delivery dates or service.Resolves the clients complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expe...

Now is a great time to join our growing company! The Millennium Group (TMG) is an award-winning business process outsourcing firm focused on print mail document scanning reception and related office support services for Fortune 500 companies professional service firms and institutions of higher educ...

ESSENTIAL JOB FUNCTIONSResponds to orders general client inquiries invoice questions and client complaints.Resolves issues with orders delivery dates or service.Resolves the clients complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expe...

DescriptionOPERATIONSTransaction Banking Operations is part of Transaction Banking within the Platform Solutions Division. We are responsible for building developing and supporting Goldman Sachs Transaction Banking offering that is delivering a range of treasury and cash management products to our c...

DescriptionProposed work schedule: Thursday - Saturday from 8a-8pMedVetis a fast-growing Emergency and Specialty provider with practices nationwide. We help our patientsreceive advanced medical treatments and innovations. Things like chemotherapy and radiation cardiac ablations treatments for glauco...

DescriptionAbout Goldman Sachs Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management offers the opportunity to help clients across the globe realize their potential while you discover your own. As part of one of the worlds leading asset managers with over $2 trillion in asse...

DescriptionAsset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential while you discover your own. As part of one of the worlds leading asset managers with over $2 trillion in assets under supervision you...

Job DescriptionInfosys is seeking an Associate Client Partner for the Banking and Financial Services vertical. This role will lead all client interfaces within the assigned account scope and in partnership with the Client Partner / Senior Client Partner will co-develop and execute the account plan t...

DescriptionJob Summary & ResponsibilitiesPrime Services delivers financing clearing and risk management solutions to hedge funds institutional investors and broker-dealers across equities fixed income derivatives and OTC markets. Analysts and Associates serve as the primary point of contact for CFOs...

Associate Client ServiceDepartment: Business Development Non-Core Investment ServicesTitle: Associate Client ServiceReports To: Managing Director Client ExperienceJob Summary:The Associate Client Service plays a key support and clientfacing role within the firms noncore investment services business...

ESSENTIAL JOB FUNCTIONSResponds to orders general client inquiries invoice questions and client complaints.Resolves issues with orders delivery dates or service.Resolves the clients complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expe...