Client Service Associate - Symphony Wealth Group Kestra Financial Independent AdvisorClient Service Associate - Symphony Wealth GroupPlano, TXThis position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time.
Senior Registered Client Service Associate (Dallas, TX) Raymond James Financial IncSenior Registered Client Service Associate (Dallas, TX)Dallas, TXThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Client Service Associate Focus Financial PartnersClient Service AssociateDallas, TexasBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. This individual will play a key role in supporting advisors and serving sophisticated clients by providing investment analysis, wealth transfer planning support, family office administration, and day-to-day client service.
Global Banking & Markets Operations-Dallas-Associate-RIA Custody Client Services The Goldman Sachs Group IncGlobal Banking & Markets Operations-Dallas-Associate-RIA Custody Client ServicesDallas, TXCollaborate effectively in cross-functional activities associated with onboarding new clients, delivering against client objectives to ensure satisfaction, and support new products and services that will strategically drive business growth. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Global Banking & Markets Operations-Transaction Banking-Dallas-Senior Associate-Client Services The Goldman Sachs Group IncGlobal Banking & Markets Operations-Transaction Banking-Dallas-Senior Associate-Client ServicesDallas, TXActing as a point of contact for financial-institution clients, you will own complex payment and account-servicing matters through resolution, support launch-readiness decisions and convert early client and operational insights into scalable processes, controls and service improvements. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals.
Wholesale KYC - Client Service Associate - Payments JPMorgan Chase & CoWholesale KYC - Client Service Associate - PaymentsPlano, TXJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Senior Client Service Manager, Relationship Management Retirement Plan Services The Charles Schwab CorpSenior Client Service Manager, Relationship Management Retirement Plan ServicesWestlake, TXThis role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support. As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab''s relationships with plan sponsors and plan participants.
Client Service Manager I / II - (Custody) - Wealth Client Experience FidelityClient Service Manager I / II - (Custody) - Wealth Client ExperienceWestlake, TexasRemoteBrokerage Operations, Client Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociatePlano, TXOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Associate, Client Service ALM First Analytics, LLCAssociate, Client ServiceDallas, TXThis position supports Business Development leaders by delivering high‑quality client service, coordinating day‑to‑day account and reporting activities, and preparing polished, client‑ready materials that support both ongoing relationships and new business initiatives. Associate, Client Service Department: Business Development, Non-Core Investment ServicesTitle: Associate, Client ServiceReports To: Managing Director, Client Experience.
Client Service Associate - Dallas Brighton JonesClient Service Associate - DallasDallas, TXFull timeAs one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.
Tax Manager - Private Client Services AndersenTax Manager - Private Client ServicesDallas, TexasThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); 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. The Role: Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Tax Manager - Private Client Services Andersen Tax LLCTax Manager - Private Client ServicesDallas, TX4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor's and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); 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. Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Senior Associate, Client Accounting Services-Real Estate (Property Development) Baker Tilly Virchow Krause, LLPSenior Associate, Client Accounting Services-Real Estate (Property Development)Frisco, TX$49,500–$118,990 / yearRecord the Draw Request as follows; Record the wire transfers made per the funding request into general ledger module via manual recording or automated upload; Record and post receipt of funds from equity partners into the general ledger module (Debit Cash / Credit Ownership Contribution); Prepare, review and post the invoices from AvidXchange to Yardi via a 'manual' check run of which said posting shall equal the amount paid to the vendors (less any reimbursements as applicable and permitted by the lender) on the SOS. General contractor, permits, consulting, engineering, utilities, etc.); Ensure proper Job Cost Code is inputted on each vendor payment; Ensure that the total to be funded on the SOS reconciles to the batch total in AvidXchange payment file prior to exporting the batch to Yardi; Review of Draw Request for accuracy and completeness ensuring that all vendor invoices reconcile to the SOS.
NewClient Service Representative (Custody) - Wealth Client Experience FidelityClient Service Representative (Custody) - Wealth Client ExperienceWestlake, TexasRemoteBrokerage Operations, Client Service Operations Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
Client Services Representative NRG Energy IncClient Services RepresentativeTXThe Client Services Representative analyzes customer inquiries to determine the best course of action for one-call resolution while managing team and individual productivity goals and maintaining the highest level of customer service. Perform basic financial analysis to determine amounts required for refunds, credits and lost savings requests; Prepare summarized reports required for approval of financial adjustments.
NewDirector, Client Delivery - Tax Services CotalityDirector, Client Delivery - Tax ServicesDallas, TexasThe ideal candidate brings deep program and project management experience, a strong track record in enterprise software implementation, and a practical understanding of tax payment operations, tax servicing workflows, escrow processes, and the broader mortgage and financial services ecosystem. The Director serves as a strategic partner to clients and internal stakeholders, ensuring complex implementations are governed effectively, risks are managed proactively, and delivery practices scale with the business.
Veterinary Clinical Manager of Client Services and Cardiology MedVetVeterinary Clinical Manager of Client Services and CardiologyDallas, TexasReporting directly to the Hospital Director, the Clinical Manager is responsible for developing and maintaining a team of engaged and empowered team members to provide exceptional service to our patients, clients, and referral partners. Split time between clinical and administrative duties with a minimum of 50% of the time spent on administrative tasks (this varies depending on the hospital/department size, number of direct reports, and staffing needs).
Sr Manager, Client Account Services CotalitySr Manager, Client Account ServicesDallas, TexasCotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. Ability to ensure customer satisfaction with the management of your client services members and their accounts which includes having awareness of client requests, projects and issues, and driving to resolution.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesDallas, TX$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.