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253 client service associate jobs at 94 companies in Dallas, TX

3mo
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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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6d
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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.
2+ YOEHigh school diploma or equivalent, active Series 7 and applicable Series 63/65 or Series 66 licenses, advanced Microsoft Office skills, financial services knowledge, and strong organizational and client service skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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6d
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Client Service Associate
Dallas, Texas, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOEHigh school diploma or equivalent, active Series 7 and applicable Series 63/65 or Series 66 licenses, advanced Microsoft Office skills, financial services knowledge, and strong organizational and client service skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
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1mo
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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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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 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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1mo
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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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4w
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Client Service Associate
Dallas, Texas, United States
HybridFull Time
Eton Advisors
Eton Advisors: Independent multi-family office providing wealth and investment management services.
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
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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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4w
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Client Service Associate
Dallas, Texas, United States
HybridFull Time
Focus Financial Partners
Focus Financial Partners: Global partnership of independent fiduciary wealth management firms.
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
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3w
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Client Service Associate - Non-Registered
Frisco, Texas, United States
OnsiteFull Time
Stifel
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
2+ YOEHigh school diploma and 2+ years clerical/related industry experience; administrative and client service skills; knowledge of investment brokerage procedures and securities regulations; strong communication and office software proficiency.
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Outlook
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1mo
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Client Service Associate II
Phoenix or Dallas or Coppell
$19/hr RemoteFull Time
Allstate
AllstateNYSE: ALL: Provides insurance products for vehicles, homes, and businesses.
0+ YOEHigh-volume inbound call handling for mortgage servicing and property insurance; strong communication, analytical skills, Microsoft Office/Excel proficiency; HS/GED preferred; 0–2 years customer service or mortgage experience preferred; must be authorized to work in the U.S.
Microsoft Office, Microsoft Excel
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1mo
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Client Service Coordinator
Dallas, Texas, United States
$15-$20/hr OnsitePart Time
Banfield Pet Hospital
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Coordinating client and pet flow through the hospital, communicating with clients and associates, and supporting efficient veterinary team operations.
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1mo
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Client Service Coordinator
Dallas, Texas, United States
$15-$20/hr OnsitePart Time
Banfield Pet Hospital
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
Coordinates client and pet flow through a veterinary hospital, supports team productivity, communicates with clients and associates, and coordinates care in a welcoming, efficient manner.
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5d
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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 or equivalent; 1+ year of customer service or office support preferred. Requires communication, multitasking, professionalism, systems learning, and ability to lift or move 40–60 lbs.
Greenhouse Applicant Tracking System
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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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1w
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Senior Client Service Account Associate
Plano, Texas, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOERequires 3+ years of relevant industry or functional experience, Treasury Services product knowledge, strong communication, judgment, risk evaluation, prioritization, collaboration, and flexibility with working hours.
Virtual Desktop Infrastructure (VDI), BlackBerry, Good mobile suite
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3w
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Client Service Associate - Non-Registered
Frisco, Texas, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
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
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1w
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Client Service Coordinator
Fort Worth, Texas, United States
OnsiteFull Time
Saddle Creek Logistics Services
Saddle Creek Logistics Services: Integrated third-party logistics and omnichannel fulfillment services
0.5+ YOECustomer-facing coordinator with 6+ months customer service experience, WMS familiarity, strong written/verbal communication, problem-solving, Microsoft Office proficiency; associate degree preferred, HS/GED required.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WMS, CRM
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2mo
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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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