Client Services Manager Jobs in Dallas
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Dallas (TX)
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Search Results - Client Services Manager Jobs in Dallas
Goldman Sachs-Dallas
Goldman Sachs is seeking a Series 7 Licensed RIA Custody Client Services Representative (CSR) to join our world-class service team.
The Knowledge you’ll gain about our resources, financial markets, and investing concepts will enable you to enhance...
Third Bridge-Dallas
Job Description
Program Start Date: June 2, 2025
Program End Date: August 8, 2025
Duration: 10 weeks
Are you ready to drive commercial impact and contribute to high-stakes client projects? Join us as a Client Service Summer Associate, where...
resume-library.com -
HFS Wealth Management-Dallas
of service requests, maintenance of portfolio data, client data management in CRM, preparation of custodian and internal paperwork, and an eagerness to go above and beyond.
Qualifications
The Client Service Associate typically requires:
• 3-5 years...
mindmatch.ai -
Gallagher-Dallas
to internal and external clients within the branch. This position reports directly to the Branch Client Service Director and maintains a strong dotted-line relationship with the Branch Manager to ensure alignment with the Branch’s strategic goals...
International Search Consultants-Dallas
management and in providing client solutions within a fast-paced/deadline-oriented team.
Client Service Associate Rewards – If you qualify for this opportunity, the Firm offers the below:
• Collaborative, passionate, and dedicated team. Excellent corporate...
mindmatch.ai -
Gallagher Benefit Services-Dallas
enhancing AJG's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement.
• Supporting the business priorities of Branch Managers, Production team members, and the client service...
Cresset-Dallas
billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes top RIA firm.
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience...
mindmatch.ai -
Guardant Health-Dallas
Job Description
Responsible for customer-facing field client service and collaborate with Guardant Health colleagues in overall account management
Assist in operationalizing HCP requests and timely sample collection for Guardant Health tests...
resume-library.com -
Right Corner Consulting Inc.-Dallas
areas should apply: Client Management, Advised Clients, Client Relationship Skills, Client Relationship, Client Acquisition, Client Relations, Client Services, Client Support, Client Service Representative, Entry Level Client Services, Entry Level
#LI...
GAMARC Consulting-Dallas
backend support, investment operations, client services, and in house marketing to power advisors and accelerate business growth.
This high-impact role is foundational in shaping the future of wealth management through a Fintech lens. The Senior Wealth...
resume-library.com -
ThreePDS Inc.-Dallas
Bachelor’s degree preferred.
• 5-7 years of medical front office experience and medical office management.
• Ability to multi-task in a fast-paced, client and clinician-driven environment.
• Proficient in Microsoft Office (Office 365, including SharePoint...
mindmatch.ai -
Gallagher Benefit Services-Dallas
management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue benchmark expectations.
• This role reports directly into either the Branch Client Service Director or the Branch Client Service Supervisor.
• Directly...
Synechron-Dallas
Product Manager with a strong background in Onboarding, Servicing, and Fulfilment within the banking domain. The ideal candidate will be responsible for developing and enhancing customer-centric products and services that streamline onboarding processes...
mindmatch.ai -
Olsson-Dallas
conditions, and specifications outlined in the project contract are being fulfilled.
Maintains an ongoing positive relationship with clients and focuses on exceptional client service to secure future work.
Documents all project deliverables and maintains...
resume-library.com -
Dallas
Overview:
WHO are we looking for?
CAPTRUST is seeking a Wealth Client Services Manager who will lead a team of client service representatives to deliver exceptional, proactive service to valued client relationships. The successful candidate...
icims.com -
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