Private Client Service 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...
| Company | Cottonwood Capital Advisors |
|---|---|
| Address | Irving, TX |
| Category | Retail |
| Salary | $50,000 - $55,000 a year |
| Job type | Full-time |
| Date Posted | just now 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...
just now seen See more...
- View all - jobs in Irving, TX
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...
a month ago seen See more...
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Senior Director, Client Services
Optimum
Plano, TX
Lead and oversee the Service Delivery department with a primary focus on technical project management within the telecommunications sector. Develop and implement strategies to ensure efficient and effective delivery of telecom ser...
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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...
a month ago seen See more...
- View all Texas Capital Bank jobs - jobs in Richardson, TX
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...
3 weeks ago seen See more...
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