Client Services Jobs in Dallas
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Search Results - Client Services Jobs in Dallas
Dexian-Dallas
Our client, a growing wealth management firm, is seeking a Client Services Associate to support the Advisors and help deliver an exceptional client experience.
Responsibilities
• Manage executive calendars, meetings, travel, and correspondence...
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Randstad-Dallas
Are you a customer-focused leader with experience in logistics, distribution, or warehouse operations? We are seeking a Client Services Supervisor to lead a small team of Client Service Representatives while serving as the key liaison between...
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randstadusa.com -
Dexian-Dallas
Job Description
Our client, a growing wealth management firm, is seeking a Client Services Associate to support the Advisors and help deliver an exceptional client experience.
Responsibilities
• Manage executive calendars, meetings, travel...
Read more
MyUtilities-Dallas
and ongoing needs
• Build and nurture relationships with client stakeholders to ensure satisfaction and long-term retention
• Participate in regular business reviews with clients to assess performance and gather feedback
• Partner with internal teams...
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workable.com -
CONNECTIVE Agency-Dallas
services, manufacturing, non-profit, and technology sectors. We specialize in audience education and engagement strategies across the channels that matter most to achieving our clients’ goals.
We are seeking a versatile, experienced client service...
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The KXN-Dallas
implementation.
• Partner with internal planning, investment, tax, and client service professionals to provide a high-touch client experience.
• Deepen existing client relationships and identify opportunities to expand planning engagements.
• Serve as a trusted...
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Bastion Insurance Group-Dallas
service contact for an assigned portfolio of middle-market commercial P&C accounts.
This is a senior service role with full accountability for client retention, renewal marketing and placement, coverage analysis, and day-to-day account management...
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Dallas
about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing:
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client...
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icims.com -
Russell Tobin-Dallas
Collaborate with other client services professionals and financial advisors to improve client experience
• Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements...
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Fortrea-Dallas
opportunities to their attention and to identify and win multi-unit projects.
• Assists in determining margins and pricing with Client Services.
• Participates in proposal scope development as appropriate.
• Maintains frequent personal contact with clients...
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Bankers Life-Dallas
licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®)
• High level of self-motivation; ability to accomplish goals independently
• History of success in sales, competitive roles, client services...
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Dallas
and together, let's write the story of your success!
The Role:
Senior Tax Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest...
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andersen.com -
Empower-Dallas
Empower clients
• Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your advisory team resources to grow and maintain strong long-term relationships...
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Trinity Search Group-Dallas
exceptional client service and successful project delivery.
• Support strategic planning and company growth initiatives.
Ideal Background
• 15+ years of commercial construction experience with a reputable general contractor.
• Proven leadership experience...
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Stillpoint Talent Group-Dallas
and private sector clients.
Known for its entrepreneurial culture and commitment to client service, the organization provides engineers with meaningful project ownership, direct client exposure, and opportunities to contribute throughout the entire...
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