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
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
2d
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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.
3w
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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
1w
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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
3w
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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
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
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 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.
1w
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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.
1w
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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.
3w
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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.
1w
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Associate Veterinarian
Cedar Park, Texas, United States
OnsiteFull Time
DVM/VMD required, state veterinary license in good standing, DEA license or eligibility, strong clinical skills in wellness, surgery, dentistry, and diagnostics; client communication and medical judgment.
2w
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Sr. Associate - Global Tracking
Los Angeles or Austin or New York City or Oakland
$28-$30/hr OnsiteFull Time
2+ YOEBachelor's degree and 2+ years related experience; strong analytical, project management, questionnaire design, attention to detail, and client-communication skills.
3w
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Senior Associate, Employer Services
New York City or Austin or King of Prussia or Scottsdale
$60k-$75k/yr HybridFull Time
Customer-facing role requiring strong written and verbal communication, critical thinking, Excel/Google Sheets proficiency, and ability to manage high volumes of inbound client inquiries and collaborate cross-functionally.
Microsoft Excel, Google Sheets, Microsoft Word, Google Docs, Adobe Acrobat
1mo
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Senior Associate/Associate, RIA Relationship Management (Midwest)
Austin or United States
$105k-$130k/yr RemoteFull Time
3+ YOE3+ years in financial services/wealth or asset management; strong Salesforce and analytical skills; client-facing experience; familiarity with AI tools; highly organized and self-directed.
Salesforce, LinkedIn
1mo
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International Employment Associate
San Francisco or Reston or San Diego or Washington or Wilmington or Phoenix or Los Angeles or Houston or Boston or Austin or Atlanta or Baltimore or New York City or Dallas or Palo Alto or Short Hills or Chicago or Seattle or Philadelphia or Miami
$260k-$420k/yr HybridFull Time
3+ YOEJD and bar admission required in hiring jurisdiction, 3+ years employment counseling experience (international experience preferred), strong drafting, advising, client communication, and supervisory skills.