Client Services Associate, Beckett Collectors Holdings, Inc.Client Services Associate, BeckettPlano, TXTeamwork - Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed. Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.
Senior Tax Associate – Private Client Services AndersenSenior Tax Associate – Private Client ServicesDallas, TexasThe Role: Senior Tax Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Client Services Associate - Waterworth Wealth Advisors Kestra Financial Independent AdvisorClient Services Associate - Waterworth Wealth AdvisorsGrapevine, TXSupports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives. This role offers an opportunity for growth into roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations.
Senior Associate, Client Accounting Services - Family Office Baker Tilly Virchow KrauseLLPSenior Associate, Client Accounting Services - Family OfficeFrisco, TX$49,500–$118,990 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. What you will do: Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers.
Senior Associate - Client Accounting Services, Real Estate Baker Tilly Virchow KrauseLLPSenior Associate - Client Accounting Services, Real EstateFrisco, TX$62,770–$118,990 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Onboarding Associate, Client Accounting Services Baker Tilly Virchow KrauseLLPOnboarding Associate, Client Accounting ServicesDallas, TX$71,000–$100,390 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Client Services Associate, Beckett Collectors Universe, Inc.Client Services Associate, BeckettPlano, TXTeamwork- Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed. Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.
Client Service Associate Non Registered Stifel Financial CorpClient Service Associate Non RegisteredFrisco, TXUnder immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Global Banking & Markets, Prime Client Services, Analyst/Associate - Dallas The Goldman Sachs Group IncGlobal Banking & Markets, Prime Client Services, Analyst/Associate - DallasDallas, TXAs an Analyst / Associate, you will i) gain direct exposure to hedge fund clients and portfolio financing strategies, ii) training across equities, fixed income, futures, and derivatives products, iii) opportunity to build client-facing skills and progress into a coverage role, and iv) collaboration with senior stakeholders across trading, risk, and operations. Analysts and Associates serve as the primary point of contact for CFOs, COOs, accounting and operations professionals at these clients managing client relationships, delivering cross-asset solutions, and enhancing the client experience.
Client Service Associate - Non-Registered StifelClient Service Associate - Non-RegisteredFrisco, TexasFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Client Services Associate, Beckett Collaborative SolutionsClient Services Associate, BeckettPlano, TexasTeamwork - Balances team and individual responsibilities; exhibits objectivity and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone’s efforts to succeed. Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.
NewClient Service Associate SPS North AmericaClient Service AssociateWestlake, TXAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. You'll handle mail and package operations, support office supplies and shipping and receiving, organize supply inventories and equipment management, assist with meeting room setups, and provide hospitality and occasional reception coverage.
NewSenior Associate, Client Accounting Services - Family Office Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Family OfficeFrisco, TexasResponsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
NewSenior Associate - Client Accounting Services, Real Estate Baker Tilly Advisory Group, LPSenior Associate - Client Accounting Services, Real EstateDallas, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Client Service Associate – Entry Level Fisher InvestmentsClient Service Associate – Entry LevelPlano, TXFamily Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care. You will be mentored by an experienced CSA to help you succeed at your role and will report to your Manager who will provide coaching to prepare you for future opportunities within our organization.
Senior Associate - Client Accounting Services, Real Estate Baker Tilly Virchow Krause, LLPSenior Associate - Client Accounting Services, Real EstateDallas 14555 Dallas Parkway, TX$62,770–$118,990 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate, Client Accounting Services - Family Office Baker Tilly Virchow Krause, LLPSenior Associate, Client Accounting Services - Family OfficeFrisco, TX$49,500–$118,990 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. What you will do: Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers.
Client Service Associate BakerAvenueClient Service AssociateSouthlake, TXResponsibilities: Strategically partner with the Wealth Advisory team, Operations team, and other team members to deliver our clients an impeccable experience Responsible for the account establishment process by preparing, opening and processing new client paperwork Accountable for ensuring key client information and documentation is up to date Interact with custodian broker/dealer, outside money managers, mutual funds, insurance and annuity companies Responsible for facilitating money movement requests, account research, data entry, client onboarding/offboarding Responsible for resolving client issues and processing various account maintenance requests in a timely manner Strategically partner with the Wealth Advisory team and other team members to research information needed to prepare documents for client meetings Establish and maintain ongoing relationships with clients. Qualifications: 3+ years client-focused operations experience required, preferably at an RIA, broker/dealer or similar firm Confidence to work directly with senior leaders and high-net worth clients Proven success solving problems and working under pressure in a fast-paced environment Reliable, organized and deadline driven Dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment Excellent written and verbal communication skills, time management and the ability to multi-task and prioritize work Previous experience with Salesforce and multiple custodial relationships a plus Efficient computer skills including MS Office suite (Word, Excel, Outlook, PowerPoint) required Knowledge of office administrator responsibilities, systems and procedures.
NewClient Service Associate SPSClient Service AssociateWestlake, TexasAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. You’ll handle mail and package operations, support office supplies and shipping and receiving, organize supply inventories and equipment management, assist with meeting room setups, and provide hospitality and occasional reception coverage.
Client Service Associate ShortList Recruitment LimitedClient Service AssociateDallas, TexasRemoteYou will own the preparation of client reports, performance materials, and pitchbooks, coordinate onboarding and day-to-day service activity, and work with investment data across fixed income and equity strategies to keep every deliverable accurate, polished, and on time. Ideally, we are looking for candidates from asset managers, investment advisory firms, bank or credit union investment programmes, or client service teams within financial services.