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

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 Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our g...

Responsible for providing a variety of accounting and administrative services, including maintaining the general ledger, generating journal entries, coordinating monthly close, maintaining budgets, preparing financial statements, managing accounts payable, coordinating payroll, reconciling bank and ...

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest.We are seeking a dynamic and experienced Client Success professional to join our team. The ideal candidate will have 4-6 years o...

Firm DescriptionSCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure a...

Responsible for managing client accounts, driving business development, optimizing resource allocation, and enhancing client satisfaction. The role involves balancing sales responsibilities, driving account growth, identifying new business opportunities, and managing account operations including for...

Job SummaryThis is a full-time on-site role for a Client Services Associate in our Dallas, TX office. The Client Services Associate will be responsible for providing exceptional customer service and support to our clients. Job requirements include strong communication skills, eagerness to learn, sel...

A leading financial services firm specializing in comprehensive client portfolio management is seeking a dedicated and experienced Client Service Associate to join their team. This position offers a unique opportunity to support client service functions, including money movement, meeting preparation...

OverviewClient Relationship Managers are key contributors to the commercial side of Cognizant's IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams...

Overview Client Relationship Managers are key contributors to the commercial side of Cognizant's IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery team...

Responsible for configuring EDM applications using SQL Server, building EDM solutions, testing project deliverables, interacting with clients, investigating existing procedures, and providing consultancy for business improvements. Participation in pre-sales activities and contributing to implementat...