Client Service Leader - Water Services CDM SmithClient Service Leader - Water ServicesDallas, TexasJob Description: As a member of this team, you would contribute to CDM Smith's mission-critical projects by: Leading and creating client engagement strategies and pursuit plan for municipal clients in the Dallas/Fort Worth and West Texas markets. In addition, during employment individuals may be required by CDM Smith or a CDM Smith client to successfully complete additional background checks, including motor vehicle record as well as drug testing.
Client Service Leader - Water Services CDM Smith IncClient Service Leader - Water ServicesFort Worth, TXAs a member of this team, you would contribute to CDM Smith's mission-critical projects by: Leading and creating client engagement strategies and pursuit plan for municipal clients in the Dallas/Fort Worth and West Texas markets. In addition, during employment individuals may be required by CDM Smith or a CDM Smith client to successfully complete additional background checks, including motor vehicle record as well as drug testing.
NewClient Accounting Services Department Manager (Texas) MBE CPAsClient Accounting Services Department Manager (Texas)Dallas, TXRemoteFull timeThis is a unique opportunity for an experienced CAS leader to build the practice from the ground up, establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation. Required Qualifications10+ years of experience in accounting and Client Accounting Services.5+ years in a leadership or senior management role within CAS or outsourced accounting.
Client Service Manager - Vice President JPMorgan Chase & CoClient Service Manager - Vice PresidentPlano, TXAs a Client Service Team Lead within the Payments team, you will be responsible for the overall success of Client Service Account Managers who have direct responsibility for servicing a portfolio of large corporate or financial institution clients. 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.
Credit Portfolio Manager - Professional Services and Contractors East, Institutional Client Group U.S. BancorpCredit Portfolio Manager - Professional Services and Contractors East, Institutional Client GroupDallas, TX$105,400–$124,000 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Credit Portfolio Manager - Professional Services and Contractors, Institutional Client Group U.S. BancorpCredit Portfolio Manager - Professional Services and Contractors, Institutional Client GroupDallas, TX$133,365–$156,900 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Senior Associate, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services (CAS) - Not for ProfitDallas, 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.
Senior Accountant, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LPSenior Accountant, Client Accounting Services (CAS) - Not for ProfitFrisco, 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.
Tax Director - Private Client Services WeaverTax Director - Private Client ServicesDallas, TX$200,000–$300,000 / year9+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts. A Private Client Services Director provides federal tax compliance and planning services to high-net-worth individual clients and privately held businesses.
NewClient Services Supervisor Prestonwood Baptist Church IncClient Services SupervisorRichardson, TXTeach volunteers how to build and maintain relationships with their clients through appropriate touch points and constant follow up, including celebrating important dates, being there during crisis situations, etc. Manage crisis pregnancy clients through emergency situations by using outside resources such as Health & Human Services advocate site, hospitals, adoption agencies, etc.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesDallas, TX$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Regional Client Partnership Specialist, Educational Services - Texas Dallas Aya Healthcare IncRegional Client Partnership Specialist, Educational Services - Texas DallasDallas, TX$28.84–$38.47 / hourThe Regional Client Partnership Specialist, Educational Services, is Aya Education's field leader and plays a central role in expanding our presence within school districts across the region. This position is responsible for developing and maintaining strong district partnerships, assessing full-scope staffing needs, generating job requests, and identifying opportunities for long-term, scalable workforce solutions.
NewClient Services Partner VizientClient Services PartnerIrving, TX$51,900–$87,900 / yearYou will build consultative client relationships, deliver data-informed insights, coordinate cross-functional resources, and establish structured approaches to address client challenges, improve outcomes, and drive long-term value realization and satisfaction. Summary: In this role, you will serve as a trusted advisor to assigned non-acute healthcare clients, supporting successful onboarding, adoption, and sustained utilization of Vizient and Provista procurement solutions.
Senior Client Services Lead FurtherSenior Client Services LeadDallas, TX$2–$3 / hourThis person leads a portfolio of enterprise customers by translating strategy into measurable outcomes, shaping multi-quarter transformation roadmaps across data, cloud, and AI, and coaching account teams to consistently deliver (and prove) business impact. You bring executive presence, a consulting mindset, and a track record of driving multi-million-dollar YoY growth by building trusted relationships, identifying high-impact use cases, and operationalizing value realization.
Client Services Representative (Temporary) Baker Tilly Virchow KrauseLLPClient Services Representative (Temporary)Frisco, TX$15.97–$41 / hourBaker 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.
Sr. Professional, Client Account Services CoreLogic IncSr. Professional, Client Account ServicesDallas, TXRelationship & Process Optimization: Deeply understand clients' internal operations to offer customized service enhancements, advocate for client best practices through Voice of the Customer (VOC) initiatives, and recommend new or expanded services to generate additional revenue. Cross-Functional Collaboration: Partner directly with Sales, Product, Loan Boarding, Customer Care, and Research teams to ensure swift resolution of processing issues, provide data for system conversions, and assist with billing adjustments or contract renewals.
Onboarding Manager, Client Accounting Services Baker Tilly Advisory Group, LPOnboarding Manager, Client Accounting ServicesFrisco, 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.
MEP/PEP Client Service Manager Ascensus LLCMEP/PEP Client Service ManagerDallas, TX$60,000–$80,000 / yearAscensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment.
Clerical - Client Services Back Office Operations Support Specialist StratAcuity Staffing Partners IncClerical - Client Services Back Office Operations Support SpecialistFort Worth, TX$18–$20 / hourIn terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. The position demands acute attention to detail, effective time management, and clear communication with peers, customers, and internal partners to manage a high volume of work, which can range from 5,000 to 25,000 items per month.
Client Services & Reservation Coordinator Grace & Getaways Travel LLCClient Services & Reservation CoordinatorDallas, TexasSuccessful candidates should be comfortable asking questions, listening carefully to customers, researching options, and helping clients move confidently through the reservation process. Grace & Getaways Travel LLC provides personalized vacation planning and booking assistance for individuals, couples, and families.