206 client services associate jobs at 90 companies in Keene, TX
2mo
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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.
2mo
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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.
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
2w
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Associate Manager, Bank Client Services
Fort Worth, Texas, United States
HybridFull Time
3+ YOE2+ MgmtBA/BS or equivalent experience; 3–5 years in financial services, banking, or customer service; 2+ years leadership; client-facing banking experience; knowledge of teller operations, compliance, fraud prevention, and risk controls.
Microsoft Office Suite, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Jack Henry, SilverLake
1w
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Work From Home - Client Services Associate
Fort Worth, Texas, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and in a team, genuine desire to help others, and integrity in professional dealings.
Zoom
2w
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Client Service Associate
Westlake, Texas, United States
OnsiteFull Time
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
1w
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CLIENT SERVICES SPECIALIST
Grapevine, Texas, United States
OnsiteFull Time
2+ YOEAssociate degree or equivalent experience, 2+ years in administration, account coordination, customer service, or project support. Requires a valid driver's license, transportation, strong communication, organization, and reconciliation skills.
DocuSign, Microsoft Dynamics 365 Business Central
2mo
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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.
1mo
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Senior Associate, Client Accounting Services
Frisco or Dallas
$79k-$133k/yr OnsiteFull Time
3+ YOE3+ years accounting/bookkeeping experience, bachelor's in accounting preferred, experience with cloud accounting platforms, strong communication, analytical and organizational skills, proficiency with Excel.
QuickBooks Online, Sage Intacct, NetSuite, BILL.com, Ramp, Microsoft Office, Microsoft Excel
1mo
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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
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
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
15h
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Treasury Management Client Services Specialist
Dallas, Texas, United States
HybridFull Time
2+ YOEHigh school diploma or GED required; associate degree preferred. Requires 2+ years of client support experience in financial services, strong communication and customer service skills, and proficiency with Microsoft Office and Adobe Pro.
Microsoft Office, Adobe Pro, ACH, Positive Pay, FTP
1w
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
2w
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Global Banking Markets Operations-RIA Custody Client Services-Dallas-Associate
Dallas, Texas, United States
OnsiteFull Time
2+ YOEBachelor's degree and 2–5 years of financial services experience required, with client service, relationship management, communication, problem-solving, spreadsheet, web product, and compliance skills.
Salesforce
2w
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Client Service Associate
Dallas, Texas, United States
OnsiteFull Time
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
2w
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Client Service Associate
Dallas, Texas, United States
OnsiteFull Time
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
2mo
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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
1mo
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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.
1mo
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Client Success Associate
Irving or Fort Myers
$53k-$77k/yr HybridFull Time
0.5+ YOEPreferred bachelor's degree and 6+ months of relevant professional or internship experience; requires client focus, communication, collaboration, prioritization, critical thinking, and influencing skills.
artificial intelligence, AI
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