2w
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Client Associate Domain
Austin, Texas, United States
OnsitePart Time
1+ YOEMinimum 1 year client-services experience; proficient with Microsoft applications and POS; strong written and verbal communication; able to work weekends, evenings and holidays in a retail environment.
Microsoft Applications, point-of-sale (POS) systems
2d
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Client Service Associate
Austin, Texas, United States
$60k-$75k/yr OnsiteFull Time
1+ YOEBachelor's degree,1+ years client service or financial support experience,ability to process account paperwork,maintain CRM accuracy,schedule meetings,and support advisors; willingness to obtain Series 65 within one year.
CRM
1mo
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Registered Client Service Associate
Austin, Texas, United States
OnsiteFull Time
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and 65 required. Strong Microsoft Office skills, 2+ years industry experience preferred, excellent client service and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2mo
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Client Services Associate
Austin or Toronto
$42k-$45k/yr HybridFull Time
0+ YOEBachelor’s degree required; entry-level; strong English communication and customer service; on-site in Austin, TX; hybrid option; USD salary 42k-45k per year.
MS Office
6d
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Client Experience Associate
Austin, Texas, United States
OnsiteFull Time
0+ YOECustomer-facing branch role; no degree required; typically <1 year experience; bilingual Spanish preferred; strong accuracy, communication, digital awareness, and sales aptitude.
4w
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Client Service & Operations Associate
Austin or Houston or San Antonio
$45k-$65k/yr HybridFull Time
2+ YOE2-3 years financial services or operations experience preferred; proficiency with eMoney, Salesforce, Microsoft Excel; strong attention to detail, client communication, and ability to handle sensitive information. Bachelor's degree preferred.
eMoney, Salesforce, Microsoft Excel, Microsoft Office, Slack, Zoom, Envestnet, Morningstar
1mo
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Registered Client Service Associate
Austin, Texas, United States
OnsiteFull Time
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and Series 65 required. 2+ years industry experience preferred. Advanced Microsoft Office skills and strong client service, communication, and organizational skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
12h
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Senior Commercial Lines Client Service Associate (Small Business)
Austin, Texas, United States
HybridFull Time
1+ YOEHigh school diploma/GED, 1+ years relevant experience, active Texas Property and Casualty license, Microsoft Office proficiency, client relationship skills; associate degree or related certification preferred.
Microsoft Office
2w
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Private Wealth Client Service & Operations Sr. Associate (67176)
Austin, Texas, United States
OnsiteFull Time
3+ YOEBachelor's preferred or equivalent experience; 3+ years in financial services operations or client service supporting high-net-worth clients; proficiency with Salesforce, Black Diamond, DocuSign, and Microsoft Office; strong communication and organizational skills.
Salesforce, Black Diamond, DocuSign, Microsoft Office, RightCapital
4w
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Client Service Coordinator
United States or Memphis or Austin or Parsippany-Troy Hills or Marietta or Houston or McKinney
$55k-$60k/yr OnsiteFull Time
High school diploma required (associate or bachelor preferred); prior client services or customer support experience preferred; proficiency with Microsoft Word/Excel/PowerPoint and CRM; strong organizational, communication, and multitasking skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
22h
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Client Portfolio Manager
Austin, Texas, United States
OnsiteFull Time
2+ YOE2+ MgmtManagement experience in high-volume workforce environments, strong client relationship and leadership skills, 2+ years building teams, ability to drive operational and financial metrics, valid driver’s license when driving, bachelor/associate/HS with relevant management experience accepted.
WinTeam
1mo
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Senior Client Bookkeeper
Dover or Cleveland or Long Beach or Portland or Austin or Atlanta
$47k-$63k/yr HybridFull Time
3+ YOEAssociate's degree in accounting/finance preferred or equivalent experience; 3+ years bookkeeping/general ledger experience; QuickBooks Online and Microsoft Excel proficiency; GAAP knowledge; month-end close experience; strong communication and attention to detail.
Microsoft Office, Microsoft Excel, QuickBooks Online
22h
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Client Portfolio Manager
Austin, Texas, United States
OnsiteFull Time
2+ YOEBachelor's/Associate/HS with required management experience, driver’s license for travel, 2+ years building teams, 1+ year driving operational/financial metrics, strong leadership, communication, and problem-solving skills.
WinTeam
1mo
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Associate Client Services Account Manager - Client Services Development Program
Taylor, Texas, United States
$66k-$91k/yr HybridFull Time
0+ YOEBachelor-level quantitative degree (engineering, mathematics, statistics) or equivalent experience; strong communication, data analysis, and technical curiosity; ability to interpret market rules and system behavior.
3w
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Client Services Representative II
Austin, Texas, United States
$40k-$45k/yr HybridFull Time
1+ YOEHigh school/GED with 3 years call center or admin experience, or associate's degree with 1–2 years related experience; insurance experience preferred; strong communication, problem-solving, and compliance skills.
2w
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Associate, Global Client Group (Enterprise)
Austin, Texas, United States
HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
2+ YOEBachelor's degree,2+ years in financial services,strong analytical and communication skills,proficiency with Excel and Access,SIE/Series 7 and Series 63/66 required within 12 weeks,interest in CFA/MBA.
Microsoft Excel, Microsoft Access
2w
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Client Registration Coordinator - Austin, TX
Austin, Texas, United States
OnsiteFull Time
LCDC/LCDCi required. High school diploma/GED required (associate preferred). Experience in registration/financial services preferred. Knowledge of insurance/Medicaid, strong communication, time management, and Microsoft Office skills.
Microsoft Office, Microsoft Outlook, Welligent, CMBHS
1mo
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Private Client Services Associate Attorney - Midlevel
Seattle or Austin or New York City or Chicago or Bellevue or Washington
$365k-$420k/yr HybridFull Time
5+ YOEMinimum 5 years transactional trust and estate planning/administration experience; strong academic credentials; excellent verbal and written communication; LL.M. in tax preferred; submit cover letter, resume, law school transcript, and writing sample.
2w
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Associate, Electronic Communications - International Client Services
Austin, Texas, United States
$26-$28/hr OnsiteFull Time
Must obtain Series 7 and 63 within 6 months (or have them), professional-level English plus Spanish or Chinese, written-channel customer service, risk awareness, and problem-solving skills.
4w
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Corporate Associate – Austin, Dallas, & Houston
Austin or Dallas or Houston
OnsiteFull Time
3+ YOE3-6 years corporate law experience (M&A/private equity and/or capital markets), strong drafting and negotiation skills, client management, supervising junior associates, outstanding academic credentials.