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173 client services associate jobs at 91 companies in Dallas, TX

1mo
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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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1mo
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Client Services Associate
Dallas, Texas, United States
HybridFull Time
Veritext
Veritext: Providing court reporting and litigation support services.
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.
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2w
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Client Services Associate
Dallas, Texas, United States
OnsiteFull Time
Barrow Hanley Global Investors
Barrow Hanley Global Investors: Manage institutional investment portfolios across global equity and fixed income.
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
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1mo
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Client Services Associate
El Paso or Dallas
OnsiteFull Time
Level Four
Level Four: Provides integrated wealth management, financial planning, and insurance services.
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
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3w
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Manager, Client Services
Plano, Texas, United States
OnsiteFull Time
Data Analysis Incorporated
Data Analysis Incorporated: Holding providing strategic direction and services for investment, data, and communication firms.
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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1mo
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Associate, Client Services - 2027 Start Dates
Dallas, Texas, United States
$77k-$102k/yr OnsiteFull Time
Third Bridge
Third Bridge: Connects investors to industry experts for market research.
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.
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2w
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Associate Manager - Client Services
Dallas, Texas, United States
OnsiteFull Time
Infosys
InfosysNYSE: INFY: Provides IT consulting, software development, and business outsourcing services.
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
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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
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
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.
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4w
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ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES
Dallas, Texas, United States
OnsiteFull Time
Cresset
Cresset: Cresset provides personalized wealth management and family office services.
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
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1w
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CLIENT SERVICES SPECIALIST
Grapevine, Texas, United States
OnsiteFull Time
The Trade Group
The Trade Group: Full-service provider of custom trade show exhibits and events.
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
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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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3d
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Part Time Client Associate
Frisco, Texas, United States
OnsitePart Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
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
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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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2mo
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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.
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
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2mo
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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.
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
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4w
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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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1w
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Client Success Associate
Irving or Fort Myers
$53k-$77k/yr HybridFull Time
Gartner
GartnerNYSE: IT: Provides research and advisory services for business leaders.
0.5+ YOEBachelor's preferred, 6+ months relevant experience, strong communication, collaboration, prioritization, critical thinking, and client engagement skills.
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6d
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Global Banking Markets Operations-RIA Custody Client Services-Dallas-Associate
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
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
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3w
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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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