13 results for Client Services Associate Jobs in 75034, Frisco, TX, US

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 ...

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 Services Associate-Top Employer w/ #1 Business CultureSageSpring Wealth Partners is seeking an exceptional client services professional to support our financial advisors and assist with efficient, quality client service. You must be creative and enjoy working within an entrepreneurial environ...

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...

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...

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...

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 ...

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 DESCRIPTION J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firm...