Consumer Investments Client Services - Sr. Resolution Manager Bank of AmericaConsumer Investments Client Services - Sr. Resolution ManagerFort Worth, TexasResolution manager will resolve client needs through point of call resolution, client outreach, and active floor support for Client Services teammates, providing both reactive and proactive education to coach teammates on how to deliver a world class client experience. US - MA - Boston - 285 Huntington Ave - HUNTINGTON AVENUE BC (MA5141), US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Lincoln - 670 George Washington Hwy (RI1541).
Manager, Client Accounting Services, Small Business Baker Tilly Advisory Group, LPManager, Client Accounting Services, Small BusinessDallas, 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.
Manager, Client Accounting Services Small Business-Healthcare Senior Living Baker Tilly Advisory Group, LPManager, Client Accounting Services Small Business-Healthcare Senior LivingFrisco, 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.
Manager, Client Accounting Services Small Business-Healthcare Baker Tilly Advisory Group, LPManager, Client Accounting Services Small Business-HealthcareFrisco, 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.
Manager, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LPManager, 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. 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.
Director of Client Services Portfolio RTI COMMUNITY MANAGEMENT ASSOCIATES, INC.Director of Client Services PortfolioPlano, TXThe Director of Client Services Portfolio, under the direction of the Vice President of Client Services, supervises a physical location and manages up to seven Association Managers. We strive to set the bar in our industry, serving our external clients (as well as internal team members) with respect, integrity, and urgency.
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.
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.
SVP Deposit Operations & Commercial Client Services Madison-DavisSVP Deposit Operations & Commercial Client ServicesDallas, TXIt's the right seat for a seasoned banking operations leader with 10+ years of progressive experience who combines hands-on deposit operations knowledge with the ability to build high-performing teams, drive process automation, and serve as the primary liaison for regulatory examinations and internal audits. This is a senior executive opportunity within the Deposit Operations function of a well-established, high-performing national bank, offering full ownership of commercial banking operations spanning client service, account onboarding, deposit back-office functions, compliance, and technology integration.
Client Services Team Lead (CLO/ABL) Valitana LLCClient Services Team Lead (CLO/ABL)Plano, TXFull timeValitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Serve as a senior point of contact and escalation lead for client relationships, resolving complex questions related to ABL & CLO modeling, private credit, collateralized fund obligations, portfolio management, and structured finance workflows.
Sr. Program Client Services Analyst (Accounting/Finance) - State National Markel CorporationSr. Program Client Services Analyst (Accounting/Finance) - State NationalBedford, TXThis includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law. The focus of this position is to work with the business units to gain an in-depth understanding of customer's business strategy, processes, services, roadmap and the context in which the business operates to design system efficiencies to increase overall results within the organization.
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.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateFort Worth, TexasAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
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.
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.
Senior Associate, Client Accounting Services - Small Business (Sage Intacct) Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Small Business (Sage Intacct)Frisco, 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 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 Services Representative - Inside Sales Trane TechnologiesClient Services Representative - Inside SalesFort Worth, TexasDrives the account management process for assigned portfolio, which includes development of customer account profiles, account strategies, service delivery plan, customer budget planning and scheduled customer visits. The Client Service Representative delivers exceptional service and support to our customers by executing the service agreement renewal process, providing quotations and following up on submitted leads.
Remote Client Services Coordinator The Hiring PlatformRemote Client Services CoordinatorDallas, TexasRemoteThe ideal candidate communicates clearly, stays organized, and enjoys helping clients throughout the planning and reservation process. Previous customer service or coordination experience is helpful.