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180 client services associate jobs at 101 companies in Plano, 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
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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3mo
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Client Services Associate (Plano, TX)
Plano, Texas, United States
$22/hr OnsiteFull Time
Collectors
Collectors: Providing authentication and grading services for high-value collectibles.
4+ YOECustomer service role requiring strong communication, travel up to 40%, on-site in Plano, TX; driver’s license required; passport preferred; associate degree or 4+ years experience preferred.
Navision, Grading System, Manifesting/Order Processing, Zendesk, RingCentral, Slack, Google Docs
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1w
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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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Asset & Wealth Management Operations-Client Services-Associate-Dallas
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
3+ YOEBachelor’s degree; 3 years client service experience preferred; strong analytical, organizational, and teamwork skills; detail-oriented and fast-paced.
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3mo
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Rep., Client Services (CPD)
Grand Prairie, Texas, United States
$15-$26/hr OnsiteFull Time
The ODP Corporation
The ODP CorporationNASDAQ: ODP: Provider of office products and business services to organizations.
1+ YOEAssociate’s degree or equivalent; 1-2 years’ experience in customer service or related role.
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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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6d
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Senior Associate, Client Accounting Services
Frisco or Dallas
$79k-$133k/yr OnsiteFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
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
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3w
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Client Service Associate
Westlake, Texas, United States
OnsiteFull Time
SPS
SPS: Global provider of document management and business process outsourcing.
High school diploma; 1+ year customer service or office support experience preferred; strong communication, multitasking, and hospitality skills; ability to lift 40–60 lbs and perform light manual tasks.
MFDs
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1w
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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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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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2mo
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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
Plano, Texas, United States
OnsiteFull Time
Retirement Planners of America
Retirement Planners of America: Provides wealth management and retirement planning services.
High school diploma required; finance/financial planning background preferred. Strong client service skills, MS Office and Salesforce proficiency, ability to interact with high-net-worth clients, and US work authorization required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce
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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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Seasonal Client Associate - Northpark
Dallas, Texas, United States
OnsitePart Time, Seasonal
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEPart-time seasonal client services role requiring at least 1 year in client services; weekend/evening availability; strong communication; retail knowledge.
Microsoft Applications, POS systems
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2mo
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Treasury Management Client Services Specialist
Dallas, Texas, United States
OnsiteFull Time
PrimeLending
PrimeLendingNYSE: HTH: National residential mortgage lender providing home financing solutions.
2+ YOEHigh school diploma or GED; associates preferred; 2+ years in client/customer support in financial services; strong service orientation; excellent communication; proficient PC skills.
Microsoft Office, Adobe Pro, Word Processing, Spreadsheets
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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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3w
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Associate Director, Client Services
St. Petersburg or Dallas or Raleigh or Richmond or Detroit or Indianapolis or Minneapolis or St. Louis or Montpelier or Denver or Annapolis or Atlanta or Baton Rouge or Boston or Chicago
RemoteFull Time
Kobie
Kobie: Designs and manages customer loyalty programs for global brands.
8+ YOE8+ years in client services/account management in financial services; bachelor’s degree in marketing or business; strong analytical, communication, and project management skills; experience with CRM and loyalty platforms; ability to manage client relationships and teams.
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1w
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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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