1w
Save
Mark Applied
Hide
Senior Associate, Client Accounting Services
Frisco or Dallas
$79k-$133k/yr OnsiteFull Time
3+ YOE3+ years accounting/bookkeeping experience, bachelor's in accounting preferred, experience with cloud accounting platforms, strong communication, analytical and organizational skills, proficiency with Excel.
QuickBooks Online, Sage Intacct, NetSuite, BILL.com, Ramp, Microsoft Office, Microsoft Excel
2d
Save
Mark Applied
Hide
Client Services Associate
Dallas, Texas, United States
OnsiteFull Time
3+ YOE3+ years institutional client services or portfolio support, Bachelor’s degree required, strong Microsoft Office skills, knowledge of investment management concepts, ability to manage multiple projects and maintain confidentiality.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Outlook, Advent/Geneva, BondEdge, FactSet Portfolio Analysis (PA), Assette, Salesforce, Bloomberg, eVestment, Qvidian
3w
Save
Mark Applied
Hide
Client Services Associate
El Paso or Dallas
OnsiteFull Time
5+ YOE5+ years supporting financial advisors, 2+ years onboarding with custodians, bachelor’s/associate degree or equivalent experience, strong Microsoft Office skills, CRM familiarity, excellent communication and organization.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce
1mo
Save
Mark Applied
Hide
Client Associate
Fort Worth, Texas, United States
OnsiteFull Time
Bachelor’s degree or job-related experience; strong communication and client service skills; Series 7 and 66 (or 63/65) licenses; adaptability to a changing business and technology environment.
Data Entry Software, Desktop Tools, Word Processing Software
2d
Save
Mark Applied
Hide
Associate Manager - Client Services
Dallas, Texas, United States
OnsiteFull Time
7+ YOE7+ years experience with strong sales/account management, CXO engagement, proposal experience, knowledge of capital markets transformation (AI/GenAI, cloud, data), and ability to lead cross-functional teams.
Infosys Topaz, Infosys Cobalt, GenAI
2w
Save
Mark Applied
Hide
ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES
Dallas, Texas, United States
OnsiteFull Time
2+ YOEBachelor's in finance/business/accounting,2+ years financial services experience,strong attention to detail,professionalism,proficiency with Microsoft Office; familiarity with Salesforce and Addepar a plus.
Microsoft Office, Salesforce, Addepar
2mo
Save
Mark Applied
Hide
Treasury Management Client Services Specialist
Dallas, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma or GED; associates preferred; 2+ years in client/customer support in financial services; strong service orientation; excellent communication; proficient PC skills.
Microsoft Office, Adobe Pro, Word Processing, Spreadsheets
6d
Save
Mark Applied
Hide
Client Service Associate
Dallas, Texas, United States
HybridFull Time
3+ YOEBachelor's degree, 3+ years in accounting/finance/investment or related services. Strong analytical, communication, and Excel/PowerPoint skills. CPA/CFA preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
6d
Save
Mark Applied
Hide
Client Service Associate
Dallas, Texas, United States
HybridFull Time
3+ YOEBachelor's degree and 3+ years in accounting, investment management, wealth management, family office, or related financial services; strong analytical, communication, and Excel/PowerPoint skills; CPA or CFA preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
Save
Mark Applied
Hide
Platform Solutions- Dallas- Senior Associate, Client Services – Operations-10072339
Dallas, Texas, United States
OnsiteFull Time
1+ YOEMaster's (1 year exp) or Bachelor's (3 years exp) in finance/analytics/accounting-related field; experience assessing client transactional needs, improving payment workflows, and resolving complex client payment queries.
4w
Save
Mark Applied
Hide
Senior Associate - Client Service
St. Louis or Denver or Dallas
$98k-$136k/yr OnsiteFull Time
7+ YOEMinimum 7 years in financial services with client-facing experience; financial planning and coordination skills across investments, insurance, estate planning, and cash flow; BA/BS required; CFP/CFA/CPA/MBA preferred.
3w
Save
Mark Applied
Hide
Associate Director, Client Services
St. Petersburg or Dallas or Raleigh or Richmond or Detroit or Indianapolis or Minneapolis or St. Louis or Montpelier or Denver or Annapolis or Atlanta or Baton Rouge or Boston or Chicago
RemoteFull Time
8+ YOE8+ years in client services/account management in financial services; bachelor’s degree in marketing or business; strong analytical, communication, and project management skills; experience with CRM and loyalty platforms; ability to manage client relationships and teams.
3mo
Save
Mark Applied
Hide
Treasury Client Services Prof III (Oklahoma City, OK, US, 73102)
Oklahoma City or Fort Worth or Tulsa
OnsiteFull Time
4+ YOEAssociate’s degree in business or related field; 4 years banking/treasury client servicing experience; advanced Excel/Word; strong communication and relationship skills.
Advanced Excel, Word
2d
Save
Mark Applied
Hide
Client Service Associate - Non-Registered
Frisco, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma and 2+ years clerical experience; proficiency with Microsoft Office; knowledge of administrative procedures, account opening, brokerage industry basics, strong communication and organizational skills.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
1d
Save
Mark Applied
Hide
Senior Tax Associate, Tax Accounting Services (ASC 740)
Chicago or Louisville or Dallas or Sacramento or San Francisco or Houston or Indianapolis or San Jose or Atlanta or Plano
$76k-$150k/yr HybridFull Time
2+ YOEBachelor's in accounting, CPA preferred or eligible, 2+ years public accounting or corporate blend with ASC 740 experience, OneSource Tax Provision experience, strong communication and client relationship skills.
OneSource Tax Provision (OTP)
2mo
Save
Mark Applied
Hide
Registered Client Service Associate (Frisco, TX)
Frisco, Texas, United States
OnsiteFull Time
1+ YOEHS diploma or equivalent; 1+ years securities industry experience preferred; strong client service and communication skills.
CRM software, Excel
1mo
Save
Mark Applied
Hide
Registered Wealth Management Client Associate
Dallas, Texas, United States
OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 acceptable), advanced investment product knowledge, client service orientation, strong communication, and ability to learn new technology platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4w
Save
Mark Applied
Hide
Registered Client Service Associate
Fort Worth or St. Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
OnsiteFull Time
2+ YOEHigh school diploma, 2+ years investment industry experience, Series 7 and 63 or 66 required, proficient in Microsoft Office, knowledge of brokerage operations and securities regulation, strong communication and customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
4w
Save
Mark Applied
Hide
Brokerage Registered Client Service Associate - Westlake, Texas
Westlake, Texas, United States
OnsiteFull Time
Bachelor's degree or equivalent experience; securities industry or sales assistant experience; FINRA SIE, Series 7 and Series 66 licenses; knowledge of brokerage accounts and annuities; strong phone, communication and time-management skills; Microsoft Office and Salesforce proficiency.
SalesForce, Microsoft Office
3mo
Save
Mark Applied
Hide
Senior Tax Associate – Private Client Services
Dallas, Texas, United States
OnsiteFull Time
2+ YOE2+ years of relevant tax experience; BS/BA and/or advanced degree (MAcc, MST, JD); CPA or JD preferred; fast-paced environment and tech-savvy; ability to mentor others.
Tax software, Excel, Research tools
Explore Jobs
Expand Your Job Search
Top Cities Near Euless for Client Accounting Services Associate
- Client Accounting Services Associate jobs in Dallas, TX
- Client Accounting Services Associate jobs in Fort Worth, TX
- Client Accounting Services Associate jobs in Arlington, TX
- Client Accounting Services Associate jobs in Plano, TX
- Client Accounting Services Associate jobs in Garland, TX
- Client Accounting Services Associate jobs in Irving, TX
- Client Accounting Services Associate jobs in Grand Prairie, TX
- Client Accounting Services Associate jobs in McKinney, TX
- Client Accounting Services Associate jobs in Frisco, TX
- Client Accounting Services Associate jobs in Mesquite, TX
- Client Accounting Services Associate jobs in Carrollton, TX
- Client Accounting Services Associate jobs in Denton, TX
- Client Accounting Services Associate jobs in Richardson, TX
- Client Accounting Services Associate jobs in Lewisville, TX
- Client Accounting Services Associate jobs in Allen, TX
- Client Accounting Services Associate jobs in Flower Mound, TX
- Client Accounting Services Associate jobs in North Richland Hills, TX
- Client Accounting Services Associate jobs in Mansfield, TX
- Client Accounting Services Associate jobs in Rowlett, TX
- Client Accounting Services Associate jobs in DeSoto, TX