Client Associate jobs in Dallas

We are looking for a Client Sales Associate to represent our brand in Plano with professionalism and heart. The Client Sales Associate will be responsible for nurturing client relationships and ensuring the seamless delivery of a service that truly makes a difference, solidifying our reputation for

At Out of the Box Technology (OOTB), we provide outsourced accounting and financial advisory services to growing businesses across multiple industries. That means you'll be doing real client work from the start — reconciliations, financial close, reporting, and advisory support across a portfolio of

OVERVIEW: As a Senior Client Service Associate, you will have the opportunity to positively impact the lives of our clients by cultivating and enhancing new and existing client relationships. Through proactive and strategic client interaction you will develop a deep understanding of their financial

Overview Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills t

Third Bridge

Company Description Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpow

The Wealth Management Client Exit Associate manages end-of-the-end clients, and account exits in a fast-paced environment with tight deadlines and competing priorities. The role requires strong analytical judgment, knowledge of reference data, and effective communication with global business manager

About Monet Bank Monet Bank is pioneering the future of banking and money movement — faster, more efficient, and built for the modern financial ecosystem. As a profitable, well-capitalized Texas state-chartered bank and FDIC-insured institution — backed by the full faith and credit of the U.S. Gover

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combinatio

hackajob is collaborating with Third Bridge Group to connect them with exceptional professionals for this role. Company Description Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter

Senior Associate, Client Services Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 50 miles driving distance from one of our Capital One hubs in Charlotte, NC or Plano

Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 50 miles driving distance from one of our Capital One hubs in Charlotte, NC or Plano, TX, Richmond, VA. Commercial Cli

Posted Date 4/16/2026 Description Senior Associate, Client Services Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 50 miles driving distance from one of our Capital

About the role The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client’s business priorities, breakdown challenges, and identify the mos

Client Manager Associate, Premier Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine? Are you a team player who is adept at collaborating across internal teams? Is a culture where “People Count,” “We Do the Right Thing,” and

JPMorgan Chase

Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you w

What makes Gartner a great place to work? We're recognized worldwide as a great place to work year after year. We've been recognized by Fortune as one of the World’s Most Admired Companies, named a Best Place to Work for LGBTQ Equality by the Human Rights Campaign Corporate Equality Index and a Best

Sfmg Wealth Advisors

Excellent opportunity in a professional business environment within the financial services industry. Position Summary We are seeking a Client Service Associate who consistently provides exceptional client services to all of firm’s clients and demonstrates tremendous organizational, interpersonal, an

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 firms

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealt

JPMorgan Chase

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 firms in the world. O