Client Services Associate Salaries in Carrollton, TX

Ability to analyze, interpret, and develop solutions effectively. Case tracking and resolution — Engage internal departments, tools, and client resources,…

$55,000 - $75,000 a year

14 days ago

Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel…

$50,000 - $70,000 a year

2 days ago

All of this combined with unsurpassed data security ensures that Veritext clients have the best tools available and the confidence of working with the market…

$21 - $25 an hour

Greet and welcome clients and guests at the front desk. One to two (1-2) years related experience in related field such as customer service, hospitality or…

Handle general office duties such as answering phones and managing USPS/UPS mail. Knowledge of the necessary paperwork and procedures to process transactions.

Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers. Prepare various administrative deliverables which…