Client 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 Consultant II Service Academy MetLife IncClient Services Consultant II Service AcademyDallas, TX$70,000–$80,000 / yearRecognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. The CSC is part of an overall account team tasked with understanding the customers' needs and wants and focused on delivering group benefit products that meet those needs, along with delivering a service experience that exceeds expectations and makes it easy for customers to do business with MetLife.
Client Services Consultant - Service Academy MetLife IncClient Services Consultant - Service AcademyDallas, TX$60,000–$70,000 / yearRecognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. The CSC is part of an overall account team tasked with understanding the customers' needs and wants and focused on delivering group benefit products that meet those needs, along with delivering a service experience that exceeds expectations and makes it easy for customers to do business with MetLife.
Associate Manager - Client Services Infosys LtdAssociate Manager - Client ServicesDallas, TX$10–$30 / hourWith platforms such as Infosys Topaz and Infosys Cobalt, along with industry accelerators and partner ecosystems, Infosys enables capital markets clients to achieve faster innovation, scalable transformation, and measurable business outcomes. Good working knowledge of current capital markets transformation themes such as AI/GenAI adoption, cloud modernization, straight-through processing, data/platform modernization, digital operations, and regulatory/risk transformation.
Tax Senior Manager - Private Client Services EisnerAmperTax Senior Manager - Private Client ServicesDallas, TXRemoteOversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely, accurate delivery of federal, state, and local returns, while proactively identifying and resolving workflow, technical, or client-related delays. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Manager - Client Services Infosys LtdManager - Client ServicesDallas, TXUtilizing innovative business excellence frameworks, ongoing productivity improvements, process reengineering, automation, and cutting-edge technology platforms, Infosys BPM enables its clients to achieve their cost reduction objectives, improve process efficiencies, enhance effectiveness, and deliver superior customer experience. Infosys BPM Limited, a wholly owned subsidiary of Infosys Limited (NYSE: INFY), provides end-to-end transformative business process management (BPM) services for its clients across the globe.
NewManaging Director - Private Wealth Client Services BOK Financial Corp.Managing Director - Private Wealth Client ServicesDallas, TXYou will provide value by being apprised of and anticipating the clients' needs and delivering concierge-style customer service; and your satisfaction will come from the positive outcomes that you provide as a result of your skillful problem solving and collaborative spirit across various lines of business. The Managing Director- Private Wealth Client Services is primarily responsible for overseeing and managing a Private Wealth team of Client Service Associates who provide support services to our Private Banking team and their high net worth clients.
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.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesDallas, TX$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) 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. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Sr. Client Services Account Manager CollinsonSr. Client Services Account ManagerDallas, TexasWe have been bringing innovation to the market since inception – from launching the first independent global VIP lounge access Programme, Priority Pass to being the first to sell direct travel insurance in the UK through Columbus Direct and creating the first loyalty agency of its kind in the travel sector with ICLP. The group offers a unique blend of industry and sector specialists who together provide market-leading experience in delivering products and services across four core capabilities: Loyalty, Lifestyle Benefits and Insurance.
Director National Accounts Client Services MetLife IncDirector National Accounts Client ServicesDallas, TX$125,000–$140,000 / yearRecognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. The Client Services Director is responsible for leading the strategic delivery of client service operations, ensuring exceptional customer experiences, operational excellence, and the achievement of business objectives through strong client relationships, proactive account management, and cross-functional collaboration across the assigned customer unit and client portfolio.
NewVeterinary Clinical Manager of Client Services and Cardiology MedVetVeterinary Clinical Manager of Client Services and CardiologyDallas, TexasWe are looking for: Veterinary Clinical Manager for Client Services and Cardiology *Coverage at both Dallas and Grapevine MedVet locations* Reporting 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).
Digital Workplace Client Services Project Management Portfolio Lead - Senior Vice President Citigroup IncDigital Workplace Client Services Project Management Portfolio Lead - Senior Vice PresidentIrving, TX$145,840–$218,760 / yearDigital Workplace Client Services (DWCS) provides the tools that enable and empower Citi's 250K staff to be productive, to collaborate effectively, and to eliminate repetitive work- also providing technology support and enabling the technology for Citi events, desktop upgrades, and the end-user hardware lifecycle. The DWCS Project Management Portfolio Lead is a senior position responsible for managing and guiding a team that ensures efficient and effective delivery of all of DWCS's key strategic initiatives (Projects & Programs) in coordination with multiple Technology Teams across Citi.
Manager, Client Accounting Services (CAS) - Not for Profit Baker Tilly Virchow KrauseLLPManager, Client Accounting Services (CAS) - Not for ProfitFrisco, TX$67,000–$159,920 / 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. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
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.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesDallas, TXRemoteOversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely, accurate delivery of federal, state, and local returns, while proactively identifying and resolving workflow, technical, or client-related delays. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Client Services Specialist Dallas Capital Bank, N.A.Client Services SpecialistDallas, TXAssist clients with routine account-related requests including but not limited to funds transfers, automatic funds transfers (AFTs), stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, third-party and internal check verification requests, requests for temporary ACH, Wire, mobile deposit capture and remote deposit capture limits, and timely handling of electronic disputes. The ideal candidate will be responsible for professionally interacting with relationship managers, comfortably communicating with clients, and flawlessly handling critical details of opening new accounts, treasury related products and services, online banking and deposit account related issues.
Animal Care and Client Services Technician DFW Humane SocietyAnimal Care and Client Services TechnicianIrving, TXFull timeProvide quality customer service to clients, volunteers, and staff while actively promoting our mission, services, programs, and events. Safety: • Ensure a safe work environment; following all safety guidelines, including PPE, and modeling safe work practice.
Manager, Client Accounting Services - Family Office Baker Tilly Virchow KrauseLLPManager, Client Accounting Services - Family OfficeFrisco, TX$67,000–$159,920 / 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. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
Client Services Program Manager America Fujikura LtdClient Services Program ManagerDallas, TXThe Program Manager is responsible for organizing and leading a cross-functional team, consisting of Customer Service, Scheduling, Material Planning, Purchasing, Logistics and Manufacturing, to meet Client's expectations on deliveries, as well as resolving logistical and operational issues in timely manners. Run production meetings with cross-functional team, consisting of Customer Service, Scheduling, Material Planning, Purchasing, Logistics and Manufacturing.