23 results for Client Services Associate Jobs in Addison, 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 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...

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...

The Dallas Children’s Advocacy Center is seeking an experienced Client Service Associate to join the the Performance Outcomes & Program Support team.POSITION: Client Services Associate-Family AdvocateREPORT TO: Assistant Director of Program SupportDEPARTMENT: Performance Outcomes and Program Support...

Directs the Field Service Team to achieve quality and customer satisfaction, monitors SLA performance, implements customer service improvement programs, coordinates with client delivery executives, conducts daily planning meetings, manages delivery costs, and ensures operational continuity. Responsi...

The Associate Director is responsible for hiring and developing direct reports, ensuring client satisfaction, directing the Field Service Team, monitoring SLA performance, and managing delivery costs. Responsibilities include conducting client meetings, coaching team members, and implementing custom...

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...

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...

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...