Private Client Services jobs in Dallas, TX

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

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...

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 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...

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...

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...