270 client services associate jobs at 103 companies in Lancaster, 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
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
1w
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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
6d
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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
1w
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Client Associate
Southlake, Texas, United States
$14-$15/hr OnsitePart Time
1+ YOEAt least one year of client services experience; proficiency in Microsoft applications and point-of-sale systems; strong written and verbal communication; weekend, evening, and holiday availability.
Microsoft Applications, Point-of-sale (POS) systems
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
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
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 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
4d
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Client Service Associate
Plano, Texas, United States
OnsiteFull Time
3+ YOERequires 3+ years of client-facing experience, data analytics and change management experience, project execution, management reporting, communication, presentation, negotiation, and organizational skills. Treasury Services knowledge preferred.
Zoom, Google G Suite, Microsoft Office
1mo
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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.
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