Full-Time Private Client Service jobs in Dallas, TX

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CLIENT SERVICES REPRESENTATIVE

Paid time off. 8 hour shift. Monday to Friday. Dallas, TX 75234: Relocate before starting work (Required)....

CompanyGold Standard X
AddressDallas, TX
CategoryRetail
Salary$20 - $25 an hour
Job typeFull-time
Date Posted 5 days ago See detail

Client Services Representative

Gold Standard X

Dallas, TX

$20 - $25 an hour

Paid time off. 8 hour shift. Monday to Friday. Dallas, TX 75234: Relocate before starting work (Required)....

Registered Investment Advisor (RIA) Client Service Associate

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...

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...