Commercial Client Services Professional - Sterling Plaza Prosperity BankCommercial Client Services Professional - Sterling PlazaDallas, TXMathematics Ability: Strong math skills including ability to balance accounts; add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals; locate common mathematical errors. The Commercial Client Service Professional (CSP) is the day-to-day liaison between our commercial banking clients and Prosperity Bank providing technical and operational support for our Treasury Services solutions suite and bank accounts.
VP of Client Services NeighborlyVP of Client ServicesIrving, TexasAs a VP of Client Services on the Neighborly Customer Solutions team, a typical day for you will include: Serve as the executive relationship owner for Brand Presidents, franchise owners, and key stakeholders, driving client satisfaction, retention, and long-term partnership success. Experience: 10+ years of progressive leadership experience in client services, customer experience, customer success, service delivery, contact center operations, or related operational functions.
Manager, Client Accounting Services - Family Office Baker Tilly Advisory Group, LPManager, Client Accounting Services - Family OfficeDallas, 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. 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 Service Manager, Stock Plan Services The Charles Schwab CorpClient Service Manager, Stock Plan ServicesWestlake, TXSchwab Stock Plan Services (SPS) provides a variety of solutions to large, publically traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. The Client Services team is expected to partner with the SPS Relationship Management, Education, Trading, Product Management and Conversion teams to ensure a consistent and quality experience for our corporate clients and their employees.
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.
Credit Portfolio Manager - Professional Services And Contractors, Institutional Client Group US BankCredit 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.
Credit Portfolio Manager - Professional Services And Contractors East, Institutional Client Group US BankCredit 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.
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.
Client Service Manager - Plano, TX Advisor Talent SolutionsClient Service Manager - Plano, TXPlano, TexasClient Service Manager Plano, TX ABOUT THE FIRM Our client is an established independent registered investment adviser in Plano, Texas, helping individuals and families prepare for, enter, and enjoy retirement through personalized financial planning, investment management, and relationship-driven guidance. This role manages client service—not people—and is ideal for someone who enjoys solving problems, speaking with clients, organizing a busy workload, and making sure every commitment is completed accurately and on time.
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.
Client Services Coordinator /Front Desk Phaxis LLCClient Services Coordinator /Front DeskDallas, TX$20–$22 / hourThis role requires strong communication skills, professionalism, and the ability to multitask in a fast-paced, client-focused environment. We are seeking a polished, organized Client Experience Coordinator to serve as the first point of contact for clients and visitors.
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.
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.
Senior Associate, Client Accounting Services - Small Business (Sage Intacct) Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Small Business (Sage Intacct)Dallas, 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 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 ServicesDallas, 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.
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.
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.
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.