2mo
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Client Services Associate
Austin or Toronto
$42k-$45k/yr HybridFull Time
0+ YOEBachelor’s degree required; entry-level; strong English communication and customer service; on-site in Austin, TX; hybrid option; USD salary 42k-45k per year.
MS Office
2mo
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Work From Home - Client Services Associate
San Marcos, Texas, United States
RemoteFull Time
Genuine desire to help others; strong communication; ability to work independently and in a team; integrity.
5d
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Client Associate
Bee Cave, Texas, United States
OnsiteFull Time
1+ YOE1+ year brokerage or client services support experience; customer-facing communication; intermediate Microsoft Office skills; ability to prioritize and meet deadlines in financial services; FINRA background screening required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
4w
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Associate Client Services Account Manager - Client Services Development Program
Taylor, Texas, United States
$66k-$91k/yr HybridFull Time
0+ YOEBachelor-level quantitative degree (engineering, mathematics, statistics) or equivalent experience; strong communication, data analysis, and technical curiosity; ability to interpret market rules and system behavior.
2w
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Client Services Representative II
Austin, Texas, United States
$40k-$45k/yr HybridFull Time
1+ YOEHigh school/GED with 3 years call center or admin experience, or associate's degree with 1–2 years related experience; insurance experience preferred; strong communication, problem-solving, and compliance skills.
1w
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Client Associate Domain
Austin, Texas, United States
OnsitePart Time
1+ YOEMinimum 1 year client-services experience; proficient with Microsoft applications and POS; strong written and verbal communication; able to work weekends, evenings and holidays in a retail environment.
Microsoft Applications, point-of-sale (POS) systems
1mo
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Registered Client Service Associate
Austin, Texas, United States
OnsiteFull Time
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and 65 required. Strong Microsoft Office skills, 2+ years industry experience preferred, excellent client service and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Registered Client Service Associate
Austin, Texas, United States
OnsiteFull Time
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and Series 65 required. 2+ years industry experience preferred. Advanced Microsoft Office skills and strong client service, communication, and organizational skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
3w
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Client Service & Operations Associate
Austin or Houston or San Antonio
$45k-$65k/yr HybridFull Time
2+ YOE2-3 years financial services or operations experience preferred; proficiency with eMoney, Salesforce, Microsoft Excel; strong attention to detail, client communication, and ability to handle sensitive information. Bachelor's degree preferred.
eMoney, Salesforce, Microsoft Excel, Microsoft Office, Slack, Zoom, Envestnet, Morningstar
1mo
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Registered Client Service Associate
Georgetown, Texas, United States
HybridFull Time
3+ YOEBachelor's degree, 3+ years relevant experience, Series 7 and state securities registration (S63/S66) required or ability to obtain within 150 days; client service experience, strong analytical and computer skills.
2d
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Client Experience Associate
Cedar Park, Texas, United States
OnsiteFull Time
Deliver customer-focused branch service, identify product opportunities, manage transactions, detect fraud, and leverage digital tools; typically <1 year experience; no degree required.
4d
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Senior Associate, Financial Services
New York City or Austin or King of Prussia or Scottsdale
$60k-$70k/yr HybridFull Time
2+ YOE2+ years in retirement or financial services client-facing roles; strong customer service, critical thinking, and time management; proficiency with Excel/Google Sheets, Word/Google Docs, and Adobe Acrobat.
Microsoft Excel, Google Sheets, Microsoft Word, Google Docs, Adobe Acrobat
3w
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Client Service Coordinator
United States or Memphis or Austin or Parsippany-Troy Hills or Marietta or Houston or McKinney
$55k-$60k/yr OnsiteFull Time
High school diploma required (associate or bachelor preferred); prior client services or customer support experience preferred; proficiency with Microsoft Word/Excel/PowerPoint and CRM; strong organizational, communication, and multitasking skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
1w
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Private Wealth Client Service & Operations Sr. Associate (67176)
Austin, Texas, United States
OnsiteFull Time
3+ YOEBachelor's preferred or equivalent experience; 3+ years in financial services operations or client service supporting high-net-worth clients; proficiency with Salesforce, Black Diamond, DocuSign, and Microsoft Office; strong communication and organizational skills.
Salesforce, Black Diamond, DocuSign, Microsoft Office, RightCapital
1w
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Associate, Electronic Communications - International Client Services
Austin, Texas, United States
$26-$28/hr OnsiteFull Time
Must obtain Series 7 and 63 within 6 months (or have them), professional-level English plus Spanish or Chinese, written-channel customer service, risk awareness, and problem-solving skills.
1mo
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Private Client Services Associate Attorney - Midlevel
Seattle or Austin or New York City or Chicago or Bellevue or Washington
$365k-$420k/yr HybridFull Time
5+ YOEMinimum 5 years transactional trust and estate planning/administration experience; strong academic credentials; excellent verbal and written communication; LL.M. in tax preferred; submit cover letter, resume, law school transcript, and writing sample.
1w
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Associate, Global Client Group (Enterprise)
Austin, Texas, United States
HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
2+ YOEBachelor's degree,2+ years in financial services,strong analytical and communication skills,proficiency with Excel and Access,SIE/Series 7 and Series 63/66 required within 12 weeks,interest in CFA/MBA.
Microsoft Excel, Microsoft Access
1w
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Client Registration Coordinator - Austin, TX
Austin, Texas, United States
OnsiteFull Time
LCDC/LCDCi required. High school diploma/GED required (associate preferred). Experience in registration/financial services preferred. Knowledge of insurance/Medicaid, strong communication, time management, and Microsoft Office skills.
Microsoft Office, Microsoft Outlook, Welligent, CMBHS
2mo
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Associate Technical Director - Interconnection Services
Austin or United States
RemoteFull Time
8+ YOE1+ Mgmt8+ years in electric energy; ISO New England/NYISO experience; lead interconnection studies; mentor staff; client-facing leadership.
PSSE, TARA, PSLF, PowerWorld, ASPEN, PSCAD
1w
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Sr. Associate - Global Tracking
Los Angeles or Austin or New York City or Oakland
$28-$30/hr OnsiteFull Time
2+ YOEBachelor's degree and 2+ years related experience; strong analytical, project management, questionnaire design, attention to detail, and client-communication skills.
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