172 client services associate jobs at 91 companies in Bedford, TX
1mo
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Client Services Associate
Dallas, Texas, United States
HybridFull Time
2+ YOEMinimum ~2 years professional experience preferred; strong client-service skills, relationship building, issue resolution, deadline tracking, and comfort with technology and proprietary software.
1mo
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Client Services Associate
Dallas, Texas, United States
HybridFull Time
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.
2w
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Client Services Associate
Dallas, Texas, United States
OnsiteFull Time
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
1mo
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Client Services Associate
El Paso or Dallas
OnsiteFull Time
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
3w
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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
2w
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Associate Manager - Client Services
Dallas, Texas, United States
OnsiteFull Time
7+ YOE7+ years experience with strong sales/account management, CXO engagement, proposal experience, knowledge of capital markets transformation (AI/GenAI, cloud, data), and ability to lead cross-functional teams.
Infosys Topaz, Infosys Cobalt, GenAI
1mo
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Associate, Client Services - 2027 Start Dates
Dallas, Texas, United States
$77k-$102k/yr OnsiteFull Time
Early-career, target-driven role requiring strong phone-based communication, commercial awareness, resilience, and ability to manage multiple projects to source and schedule expert calls.
6d
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Client Services Representative (Temporary)
Philadelphia or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Frisco or Madison or Janesville or Milwaukee or Oak Creek or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$16-$41/hr RemoteFull Time
2+ YOEHigh school diploma, 2 years customer service experience (or associate's preferred), ability to work remote contact center, strong data entry and communication, knowledge of health insurance terminology preferred.
4w
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ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES
Dallas, Texas, United States
OnsiteFull Time
2+ YOEBachelor's in finance/business/accounting,2+ years financial services experience,strong attention to detail,professionalism,proficiency with Microsoft Office; familiarity with Salesforce and Addepar a plus.
Microsoft Office, Salesforce, Addepar
1w
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CLIENT SERVICES SPECIALIST
Grapevine, Texas, United States
OnsiteFull Time
2+ YOE2+ years administrative/account coordination experience, Associate's degree or equivalent, valid driver\u0002s license, strong communication, organization, and attention to detail; experience with financial reconciliation preferred.
DocuSign, Business Central
2mo
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Client Associate
Fort Worth, Texas, United States
OnsiteFull Time
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
3d
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Part Time Client Associate
Frisco, Texas, United States
OnsitePart Time
1+ YOE1+ year brokerage or client services support experience (or equivalent), intermediate Microsoft Office skills, client service focus, ability to prioritize, subject to FINRA background screening.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
3mo
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Associate, Client Service
Dallas, Texas, United States
OnsiteFull Time
0+ YOEBachelor’s degree preferred; 0-3 years in financial services or client service; strong communication and data/materials preparation skills.
Microsoft Office, CRM
2mo
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Client Service Associate
Dallas, Texas, United States
OnsiteFull Time
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
2mo
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Client Service Associate
Dallas, Texas, United States
OnsiteFull Time
High school diploma required (college preferred). Detail-oriented with advanced Microsoft Office skills, client service experience, and willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
4w
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International Client Service Associate
Plano, Texas, United States
OnsiteFull Time
Bachelor's degree or equivalent; interest in client service and operations; strong verbal and written communication; ability to meet timelines and engage diverse audiences.
1mo
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Client Service Associate - Dallas
Dallas, Texas, United States
OnsiteFull Time
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
1w
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Client Success Associate
Irving or Fort Myers
$53k-$77k/yr HybridFull Time
0.5+ YOEBachelor's preferred, 6+ months relevant experience, strong communication, collaboration, prioritization, critical thinking, and client engagement skills.
1w
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Global Banking Markets Operations-RIA Custody Client Services-Dallas-Associate
Dallas, Texas, United States
OnsiteFull Time
2+ YOEBachelor's degree required; 2+ years in financial services with client service focus; strong communication, relationship management, problem-solving, and spreadsheet/word processing skills; Salesforce experience preferred.
Salesforce
3w
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Senior Client Service Associate
Dallas, Texas, United States
OnsiteFull Time
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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