Client Service Analyst jobs in Dallas, TX

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REGISTERED INVESTMENT ADVISOR (RIA) CLIENT SERVICE ASSOCIATE

Create systems to track and set up investment transfers. Research financial products on the Internet. Generate reports, such as position statements, for advisors meetings with clients. Service client accounts. Process phone calls...

CompanyCottonwood Capital Advisors
AddressIrving, TX
CategoryRetail
Salary$50,000 - $55,000 a year
Job typeFull-time
Date Posted 18 hours ago See detail

Registered Investment Advisor (RIA) Client Service Associate New

Cottonwood Capital Advisors

Irving, TX

$50,000 - $55,000 a year

Create systems to track and set up investment transfers. Research financial products on the Internet. Generate reports, such as position statements, for advisors meetings with clients. Service client accounts. Process phone calls...

Revenue Cycle Analyst I - Financial Services

Christus Health

Irving, TX

Summary: This position is responsible for Revenue Cycle operations analysis, audit, procedural revisions, and education plus other projects as assigned. Assists in creating and monitoring models that link strategies to measures of...

Client Services Representative

Animal Hospital Of Rowlett

Rowlett, TX

$25.3K - $32.1K a year

Our CSRs are invaluable and having a friendly personality, being able to multi-task, having an excellent memory and possessing the ability to remain poised under pressure are essential job duties. They must have veterinary medical...

Client Service Officer

Texas Capital Bank

Richardson, TX

A trusted member of the client team and deeply connected to deliver the growth and success of an assigned portfolio. Lead end-to-end onboarding and maintenance activities for new and existing clients. Act with a sense of urgency a...

Service Desk Analyst

Omni Hotels Resorts

Dallas, TX

Rapidly respond to online and phone inquiries from properties Provide support on all IT and computer systems within the organization Assist in monitoring all computer systems within the organization that are operational throughout...

Banking/Financial Services Client Executive - Greater Dallas Fort Worth

Ntt Data, Inc.

Dallas, TX

Responsible for revenue and profit goals and effectively manages P&L across multiple deal structures within Banking & Financial Services domains. Requires strategic ability to interface with and successfully influence C-level exec...

Associate IT Client Support Analyst

Medical City Children's Hospital

Dallas, TX

Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transporta...