10 results for Client Service Associate Jobs in Addison, TX, US

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...

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...

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...

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...

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...

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...

Job SummaryWe are seeking a highly organized and client-focused Wealth Management Client Service Associate / Executive Assistant to support our advisory team and ensure seamless client service. This role involves handling client account administration, managing daily operations, and providing execut...

Client Services Associate - HYBRIDRare opportunity: join one of Dallas’s fastest-growing companies! You’ll have the opportunity to make a significant impact and will report directly to the C-Suite. This Wealth Management company is looking to add to their Client Service Associate team. Due to growth...

DescriptionAs a Health and Benefits Associate Director, you will lead client engagements involving the design and management of the full array of health and benefits programs. You will drive the strategy and grow relationships with current clients by leveraging your expertise alongside WTW’s array o...

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...