2,131 client management jobs at 781 companies in DeSoto, TX
2mo
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Client Management Director
Dallas, Texas, United States
$175k-$245k/yr OnsiteFull Time
3+ YOE3+ years business consulting; planning and digital transformation expertise; industry knowledge; 3+ years managing complex tech deployment; executive relationship building; value impact analysis.
1mo
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Wealth Management Client Associate
Dallas, Texas, United States
OnsiteFull Time
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
2w
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Regional Client Management Leader, West
Plano, Texas, United States
$49k-$81k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent,5+ years field sales or client management experience,ability to influence leaders,analytical and communication skills,must obtain required industry licensing within 90 days.
1w
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Client Relationship Management Specialist, TRPG
Dallas or Leawood
$63k-$88k/yr HybridFull Time
1+ YOEMinimum 1 year client relationship or customer support experience in financial services; proficiency with Microsoft Office and CRM; strong organization, communication, and multitasking skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce
2mo
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Registered Wealth Management Client Associate
Dallas, Texas, United States
OnsiteFull Time
1+ YOEHolds or will obtain FINRA SIE, Series 7 and Series 66 (63/65 accepted), high school diploma/GED, 1+ year experience, strong client service skills, proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
3w
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Client Success Manager ( Revenue Cycle Management)
Dallas, Texas, United States
OnsiteFull Time
7+ YOEBachelor's degree or equivalent, minimum 7 years RCM leadership experience, strong client relationship, analytical, and implementation skills; travel as needed.
6d
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Associate, Client Operations Management (Tax Research)
Dallas, Texas, United States
$34k-$47k/yr OnsiteFull Time
3+ YOERequires 3+ years of relevant client-service experience in a high-volume environment, intermediate computer skills, analytical problem-solving, attention to detail, and strong verbal and written communication.
zoom, Microsoft Teams
1mo
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Wealth Management Client Relationship Manager
Dallas or Frisco or Charlotte or Omaha or Fargo or Ames
$63k-$88k/yr OnsiteFull Time
2+ YOE2+ years building client relationships; FINRA registrations (Series 7 and Series 63/65/66); life & health insurance license within 120 days; university degree preferred; knowledge of investment products and financial planning.
1w
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Wealth Management Client Relationship Manager
Frisco or Charlotte or Houston
$71k-$81k/yr OnsiteFull Time
2+ YOEMinimum 2 years financial services experience; obtain Series 7 and Series 63/65/66 and life & health insurance license within 120 days; university degree preferred; strong client relationship and advisory support skills.
6d
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Associate, Client Operations Management (Tax Research)
Dallas, Texas, United States
$34k-$47k/yr OnsiteFull Time
3+ YOERequires 3+ years of relevant client-service experience in a high-volume environment, strong computer skills, analytical problem-solving, attention to detail, and excellent communication. High school diploma/GED required; bachelor's preferred.
Zoom, Microsoft Teams
3mo
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Client Project Manager
Norcross or Dallas
HybridFull Time
5+ YOEBachelor’s degree; 5+ years client project management experience, 2+ years in payments/financial industry.
Jira, Salesforce
2w
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Treasury Management Client Onboarding Specialist, Sr
Dallas, Texas, United States
HybridFull Time
3+ YOE3+ years treasury management or 5+ years progressive financial services experience; associate's degree or equivalent; strong communication, organizational, analytical skills; Microsoft Office and Adobe Pro proficiency; ability to travel locally (<10%).
Microsoft Office Suite, Adobe Pro
1w
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Client Solutions Manager (94377)
Dallas or Las Vegas or Orlando or San Francisco or Chicago
$70k-$85k/yr HybridFull Time
3+ YOE3+ years corporate event sales/management experience, bachelor’s preferred. Strong client management, budgeting, estimating, vendor coordination, and proficiency with Salesforce and Microsoft applications.
Salesforce, Microsoft
2w
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Manager Client Solutions Sr
San Antonio or Lewisville or Cincinnati
$73k-$91k/yr OnsiteFull Time
Bachelor's degree; strong communication and interpersonal skills; advanced MS Office; knowledge of Trade Promotion Management Systems; supervisory and client-relationship experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Trade Promotion Management Systems
1d
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Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Vice President (Dallas)
Dallas, Texas, United States
OnsiteFull Time
5+ YOERequires 5+ years of relevant experience, strong financial, statistical, investment, communication, presentation, quantitative, problem-solving, and client-facing skills, plus familiarity with separate accounts, ETFs, or options.
Microsoft PowerPoint, Microsoft Excel
4d
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Treasury Management Operations Specialist (Client Support)
Plano, Texas, United States
OnsiteFull Time
3+ YOE5+ MgmtRequires 3 years of Treasury Management Client Support experience; supervisory experience preferred. Requires Microsoft Office proficiency, troubleshooting, team leadership, process improvement, and strong client communication skills.
Microsoft Office, Microsoft Excel, Microsoft Word
3mo
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Client Success Manager - CAC
Dallas, Texas, United States
$110k-$140k/yr OnsiteFull Time
5+ YOEBachelor’s degree plus 5+ years in state-based exchange/ Medicaid/ eligibility, client management, and analytics. Strong PM, telephony, AI/automation, and cross-agency collaboration.
Telephony, IVR, ACD, CRM, QA tools, Analytics, AI/automation platforms
2mo
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Advisor, Client Engagement
Chicago or New York City or Irving
$88k-$132k/yr OnsiteFull Time
5+ YOE2+ MgmtBachelor's degree or equivalent, 5+ years industry experience, program/project management and client-facing experience, 2+ years managerial experience, MarTech/platform experience, financial competence, and strong Microsoft/ServiceNow/Jira/SharePoint skills.
Epsilon PeopleCloud, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, ServiceNow, Jira, Microsoft SharePoint
2mo
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Advisor, Client Engagement
Chicago or New York or Irving
$88k-$132k/yr HybridFull Time
5+ YOE2+ MgmtBachelor's degree or equivalent, 5+ years industry experience, program/project management, MarTech experience (Email/CRM/Loyalty), 3+ years client-facing, 2+ years managerial, financial competence, and strong Microsoft Office, ServiceNow, Jira, and SharePoint skills.
Epsilon PeopleCloud, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, ServiceNow, Jira, Microsoft SharePoint
1mo
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Manager, Client Services
Plano, Texas, United States
OnsiteFull Time
5+ YOEAssociate's degree required, 5+ years client services/project planning experience, proficiency with Microsoft Word/Excel and Jira/Confluence, strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Jira, Confluence
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