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

Position Summary: The Client Service Associate (CSA) is a client-facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of clients of Quotient Wealth Partners. When needed, the CSA will also support other...

Req ID: 75874Location: Dallas -DALAreas of Interest: Wealth Management OperationsPay Transparency Salary Range: Not AvailableApplication Deadline: 04/25/2025BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates Tran...

About Rockefeller Capital ManagementRockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth in...

Responsible for managing relationships with advisors and clients, executing financial operations for onboarding and ongoing requests, and serving as a liaison with custodians. This role involves identifying issues to enhance operations and maintaining effective relationships with stakeholders.

Full-time, Client Service Associate (CSA)RequirementsSummary:Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and...