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305 client associate jobs at 160 companies in Frisco, TX

2mo
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Client Associate
Fort Worth, Texas, United States
OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
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
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2mo
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Client Service Associate
Plano, Texas, United States
OnsiteFull Time
Retirement Planners of America
Retirement Planners of America: Provides wealth management and retirement planning services.
High school diploma required; finance/financial planning background preferred. Strong client service skills, MS Office and Salesforce proficiency, ability to interact with high-net-worth clients, and US work authorization required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce
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6d
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Client Success Associate
Irving or Fort Myers
$53k-$77k/yr HybridFull Time
Gartner
GartnerNYSE: IT: Provides research and advisory services for business leaders.
0.5+ YOEBachelor's preferred, 6+ months relevant experience, strong communication, collaboration, prioritization, critical thinking, and client engagement skills.
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2mo
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Associate, Client Service
Dallas, Texas, United States
OnsiteFull Time
ALM First
ALM First: Financial advisory and investment management for banks and credit unions.
0+ YOEBachelor’s degree preferred; 0-3 years in financial services or client service; strong communication and data/materials preparation skills.
Microsoft Office, CRM
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3mo
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Client Onboarding Associate
Irving, Texas, United States
OnsiteFull Time
Novatech
Novatech: Provides managed IT, print, cloud, and cybersecurity solutions.
Customer-focused tech-minded professional with driver’s license. Lift up to 100 pounds and ability to travel to client sites. On-site equipment installation and troubleshooting.
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1mo
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Client Services Associate
Dallas, Texas, United States
HybridFull Time
Veritext
Veritext: Provider of technology-enabled court reporting and litigation support services.
2+ YOEMinimum ~2 years professional experience preferred; strong client-service skills, relationship building, issue resolution, deadline tracking, and comfort with technology and proprietary software.
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2mo
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Client Service Associate
Dallas, Texas, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High School Diploma required; college degree preferred; willingness to obtain Series 7/66 or 63/65; strong MS Office and client service skills.
Microsoft Office
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1mo
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Client Services Associate
El Paso or Dallas
OnsiteFull Time
Level Four
Level Four: Provides integrated wealth management, financial planning, and insurance services.
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
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2mo
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Registered Client Associate
Plano, Texas, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
5+ YOESeries 7 and 66 licenses required; ideally 5+ years client service experience in finance; bachelor's preferred; strong communication, analytical skills, and proficiency in Microsoft Office.
BrassRing, Microsoft Office Suite
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1mo
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Client Services Associate
Dallas, Texas, United States
HybridFull Time
Veritext
Veritext: Providing court reporting and litigation support services.
2+ YOE2+ years professional experience preferred, client-service orientation, strong written and verbal communication, attention to detail, ability to manage deadlines, resolve issues, and use proprietary software/technology.
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1w
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Client Services Associate
Dallas, Texas, United States
OnsiteFull Time
Barrow Hanley Global Investors
Barrow Hanley Global Investors: Manage institutional investment portfolios across global equity and fixed income.
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
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1mo
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Wealth Management Client Associate
Dallas, Texas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, ensure accuracy and timeliness of client materials, deepen client relationships, and support daily team activities; client-centric, self-starter, tech-adaptive.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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3w
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International Client Service Associate
Plano, Texas, United States
OnsiteFull Time
Fisher Investments
Fisher Investments: Independent money management firm providing investment advisory services.
Bachelor's degree or equivalent; interest in client service and operations; strong verbal and written communication; ability to meet timelines and engage diverse audiences.
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2w
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PBM Client Success Associate
Miami or New York City or Denver or Dallas
$55k-$75k/yr RemoteFull Time
Rightway
Rightway: Healthcare navigation and transparent pharmacy benefit management services.
2+ YOEPrefer bachelor's degree and ~2 years client success or healthcare/PBM experience; strong written/verbal communication, Excel and Office/Google Workspace familiarity, organizational and analytical skills.
Microsoft Excel, Microsoft Office, Google Workspace
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2w
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Senior Client Service Associate
Dallas, Texas, United States
OnsiteFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and technology for independent financial professionals.
5+ YOEHigh school diploma, 5+ years client services and financial advisory experience, proficiency in Microsoft Outlook/Excel/Word and Redtail/eMoney/NDEX, strong communication, discretion, and organizational skills.
Redtail, eMoney, NDEX, Microsoft Outlook, Microsoft Excel, Microsoft Word
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2w
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Senior Client Service Associate
Dallas, Texas, United States
OnsiteFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
5+ YOEMinimum 5 years client services and financial advisory experience, high school diploma, proficiency with Redtail, eMoney, NDEX, Microsoft Outlook/Excel/Word, strong communication, discretion, and organizational skills.
Redtail, eMoney, NDEX, Microsoft Outlook, Microsoft Excel, Microsoft Word
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1mo
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Client Service Associate - Dallas
Dallas, Texas, United States
OnsiteFull Time
Brighton Jones
Brighton Jones: Provides fee-only wealth management and financial planning services.
1+ YOE1-4 years administrative experience (financial services preferred), undergraduate degree desired, proficiency in Microsoft Office (Word, Excel) and Salesforce, strong organization, problem-solving, and client service skills.
Microsoft Word, Microsoft Excel, Windows, Salesforce
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1mo
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Senior Associate - Client Service
St. Louis or Denver or Dallas
$98k-$136k/yr OnsiteFull Time
Matter Family Office
Matter Family Office: Provides investment management and wealth planning for families.
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.
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3w
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Associate, Client Partnership
Dallas or Montreal or Pittsburgh or Sydney or North America
RemoteFull Time
Leap Event Technology
Leap Event Technology: Integrated technology platform for event ticketing, engagement, and marketing.
1+ YOE1-3 years client-facing experience, strong organization and communication, CRM proficiency (Salesforce), Microsoft Office/Google Workspace, contract/renewal coordination skills.
Salesforce, Microsoft Office, Google Workspace
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3d
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Client Service Associate
Westlake, Texas, United States
OnsiteFull Time
SPS
SPS: Global provider of document management and business process outsourcing.
1+ YOEHigh school diploma, 1+ year customer service or office support preferred; ability to lift 40–60 lbs, strong communication and multitasking, professional appearance.
Greenhouse Applicant Tracking System
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