55 results for Client Associate Jobs in Addison, TX, US

Responsible for providing client service support to multiple Financial Advisors, ensuring timeliness and accuracy in client materials, and addressing service needs. Supports operational excellence and client advocacy, identifies and maintains client relationships, and assists with team activities.

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth...

Company DescriptionFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional ...

Directs the Field Service Team to achieve quality and customer satisfaction, monitors SLA performance, implements customer service improvement programs, coordinates with client delivery executives, conducts daily planning meetings, manages delivery costs, and ensures operational continuity. Responsi...

The Associate Director is responsible for hiring and developing direct reports, ensuring client satisfaction, directing the Field Service Team, monitoring SLA performance, and managing delivery costs. Responsibilities include conducting client meetings, coaching team members, and implementing custom...

About the Role We’re seeking a detail-oriented, personable, and proactive assistant to support our financial advisory practice. You’ll be the primary point of contact for client service needs, handle administrative tasks, and help streamline operations so our advisor can focus on what matters most—c...

The Associate Client Advocate is responsible for supporting client relationships and executing strategy at the insurance program level, coordinating resources for service and placement. Key responsibilities include retaining existing business, engaging internal resources, providing strategic plannin...

Job DescriptionJob SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team...

Notice: Collectors will transition to the Workday Applicant Tracking System (ATS) on May 27th. Applicants may be asked to reapply at that time. For questions regarding your application status, please contact our Talent Acquisition Team.Collectors is the leading creator of innovative technology that ...

ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and...