Client Service Operations representative Jobs in Dallas, TX

You will be working directly with leading private equity and hedge fund firms in the alternative asset industry under the guidance and direction from our experienced team of industry veterans. You will be facilitating our service offering by assisting performing and reviewing the following: What you...

You will be working directly with leading private equity and hedge fund firms in the alternative asset industry under the guidance and direction from our experienced team of industry veterans. You will be facilitating our service offering by assisting performing and reviewing the following:What youl...

About the FirmISCs team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients Ultra-High Net Worth individuals families trusts foundati...

This role serves as the primary client lead building strong relationships while overseeing teams to deliver accurate and timely financial accounting and advisory services. Responsibilities include guiding clients on accounting principles improving processes managing audits and tax filings and superv...

We are seeking an experienced Management Company Manger to join our Alternative Investment Management team. The successful candidate will be responsible for overseeing and managing all accounting and financial reporting activities for our Management Company entities. This role requires an individual...

What Differentiates Strategic Resourcing Services SellersSpecialized staffing and workforce consulting expertiseDeep industry and market intelligence on talent availability and trendsProven ability to create executivelevel workforce strategiesStrong track record of building and maintaining hiring ma...

Job brief We are seeking a Remote Client Service & Success Specialist to support clients throughout their travel journeyfrom initial inquiry and trip planning to booking pre-travel preparation and post-trip follow-up. This role is ideal for a detail-oriented service-minded professional who enjoys he...

As a member of the Client Service Team (CST) the Temporary Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys by performing complex administrative assistance using specialized knowledge of the assigned practice area(s). The CSS works coll...

This position demands a high level of accuracy critical thinking and independent problem-solving and a strong focus on quality and results. The role involves analyzing complex compliance issues and developing implementing and testing compliance programs for clients in the alternative and traditional...

About the RoleWe are seeking a motivated and detail-oriented Medical Device Service & Operations Intern to join our team supporting medical laser equipment used by healthcare professionals. This is a hands-on opportunity for a student interested in biomedical engineering electrical engineering mecha...

Provide regulatory compliance support to IQEQs investment adviser clients ensuring their compliance programs meet SEC Rules 206(4)-7 and 38a-1 along with other applicable state and federal securities laws. Responsibilities include maintaining and updating compliance programs to reflect regulatory ch...

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...

OverviewSince our founding in 1924 weve cut cardiovascular disease deaths in half but there is still so much more to do. To overcome todays biggest health challenges and accelerate this progress we need passionate individuals like you. Join our movement be part of the progress and help ensure a heal...

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

The Private Equity Client Service Team is a niche coverage group providing client service and operational support for the firms private funds. The teams mandate is to partner with various internal teams as well as external fund administrators to provide our private fund investors with consistent cli...

Full-Time Veterinary Client Service Representative (CSR)Canine Country Club and Wellness Center Dallas TexasJoin a Premier Veterinary & Pet Wellness Team in Dallas TXCanine Country Club and Wellness Center is seeking a full-time Veterinary Client Service Representative (CSR) to join our dynamic team...

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...

Why Work at Mercer AdvisorsFor more than 40 years Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning investment management business management tax estate insurance and more all managed by a single team. We deliver the kind of compre...

DescriptionHere is a summary of the role:This role supports the companys client retention and growth by keeping our accounts running smoothly day to day. Youll be the primary point of contact for a portfolio of smaller accounts and will support higher leadership in Client Services for larger account...

Req ID:78691Location:Dallas -DALAreas of Interest:Client Relationship Support; Private BankingPay Transparency Salary Range:Not availableApplication Deadline:11/20/2026BOK Financial Corporation Group includes BOKF NA; BOK Financial Securities Inc. and BOK Financial Private Wealth Inc. BOKF NA operat...