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

DescriptionThe Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy ...

About The Role:Grade Level (for internal use):07About The RoleThe Team:The WSO Service Delivery Management team is the primary point of contact for our clients. We ensure that all of our clients' needs are met by leveraging our industry expertise and product knowledge. Client Service is our #1 focus...

OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Ad...

The Client Services Associate serves as the first point of contact when clients have escalated questions or issues to report. For assigned clients, would handle moderately complex customer interaction, research, and account management supports, working directly with Deluxe Treasury Management Servic...

Client Service AssociateBoutique Wealth Management FirmDallas, TXOverviewBoutique RIA in Dallas, TX serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in Client Services and Paraplanning.The Firm provides sophisticate...

Position SummaryRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading w...

OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Ad...

Responsible for assisting in full accounting processes including maintaining the general ledger, generating journal entries, coordinating monthly close, managing budgets, and preparing financial statements. Tasks also include resolving discrepancies, supervising accounts payable, reconciling bank an...

OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Ad...

The Senior Property Accounting Associate will manage accounting tasks for various commercial, retail, and hospitality assets, including preparing monthly financial reports, maintaining accounting records, monitoring compliance, preparing annual income and expense projections, and assisting in budget...