Client Services Manager Jobs in Dallas
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DexianDallas
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...
Dallasicims.com
or customer concerns.
• Promptly reviews and responds to management and client requests via emails, phone calls, text messages and verbal.
• Strong focus on providing good customer service.
• Contributes to the creation of the Site Procedure Guide to ensure...
Disability SolutionsDallas
kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates...
First Horizon BankDallasmindmatch.ai
Partnering closely with Relationship Managers, this role leads the structuring, underwriting, origination, renewal, and servicing of credits; independently prioritizes requests, assesses risk and risk ratings, recommends optimal credit structures...
Marsh McLennan AgencyDallas
ESSENTIAL DUTIES & RESPONSIBILITIES:
Documentation
Process documents necessary to maintain the Client Surety Program, utilizing agency management system. These duties include but are not limited to
• Generate invoices
• Prepare bonds as required...
PrincePerelson and AssociatesDallas
and strengthen controls
What We’re Looking For:
• Bachelor’s degree
• Strong client service mindset with attention to detail and confidentiality
• Ability to manage time-sensitive work in a fast-paced, team-oriented environment
• Comfortable partnering...
Trinity Search GroupDallas
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...
AflacDallas
follow-up, and ongoing client service
Requirements
• Active state insurance license (Life and/or Health)
• Prior experience in insurance, financial services, or related sales preferred
• Entrepreneurial mindset and strong time management skills...
FinTrust ConnectDallas
who brings strong commercial underwriting experience, sound portfolio management judgment, and a client-service mindset. The position supports Relationship Managers across commercial banking and selected commercial real estate relationships, helping...
Trinity Search GroupDallas
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...
Disability SolutionsDallas
supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market...
MyUtilitiesDallasworkable.com
and are Others-Focused
• Have 1–2 years of experience in account management, sales, customer success, or a related field (internship experience welcome)
• Are a strong communicator who can build rapport with clients and internal teams quickly
• Demonstrate a high...
RandstadDallasrandstadusa.com
client services, logistics, distribution, or warehouse operations.
• Previous supervisory, team lead, or management experience preferred.
• Proficiency with Microsoft Excel and Smartsheet.
• Experience working with Bills of Lading (BOLs) and shipping...
EmpowerDallas
This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set...
BanfieldDallas
standard medical instruments and equipment.
• Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Unusually decisive in handling difficult problems. Translates problems into practical solutions.
• Client service...
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