Top 24237 Client services Jobs in Addison Tx

Client Service Associate
Third Act Wealth Management —Dallas, TX
- $70,000 a year
- Email
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Health insurance
Quick Apply
Resolution Advisor, Client Services
Louis Vuitton —Irving, TX
- $23 an hour
- Full-time
- Mid-level
- Office
- Organizational skills
- Disability insurance
- Health insurance
Virtual Banker I - Plano, TX
JPMorganChase —Plano, TX
- Full-time
- Hospitality
- High school diploma or GED
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
4d
Americas Tax Technology Group - Development Manager
EY —Dallas, TX
- $86,600 - $224,700 a year
- Computer science
- Computer Science
- 5 years
- Paid holidays
- Health insurance
Interior Designer
IBB Design Fine Furnishings —Frisco, TX
- Email
- Background check
- Mid-level
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Clinical Liaison - Dallas, Texas (Part Time)
Kandu —Dallas, TX
- $36 - $38 an hour
- Part-time
- Current TB test
- Hospital
- Physical & Rehabilitation Medicine
PEIMS Director
GTS Technology Solutions —Plano, TX
- From $83,000 a year
- Full-time
- Microsoft Word
- Customer service
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Sr Director Clinical Services (BCBA) - North Richland Hills
Behavioral Innovations —North Richland Hills, TX
- $97,000 - $107,500 a year
- 8 hour shift
- Clinic
- Analysis skills
- Children
- AD&D insurance
- Paid holidays
13d
Full Time PTA [Fort Worth]
Home Health Professionals - Dallas —Dallas, TX
- $80,000 - $85,000 a year
- Urgently hiring
- Physical & Rehabilitation Medicine
- Home Health
- Entry level
- Health insurance
- Dental insurance
11d
Corporate Attorney
Asiatico Law, PLLC —Plano, TX
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Travel
- Health insurance
- Dental insurance
Quick Apply
MEP General Superintendent
Polk Mechanical Company —Dallas, TX
- $150,000 - $165,000 a year
- Full-time
- Construction site
- In-person
- Senior level
- Relocation assistance
Quick Apply
Associate Attorney - Real Estate (M&A/Corporate a Plus) | In-Person
Bellinger Suberg LLP —Dallas, TX
- $110,000 - $135,000 a year
- Overtime
- Background check
- Mid-level
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Full Time PT [Dallas]
Home Health Professionals - Dallas —Dallas, TX
- $95,000 a year
- Urgently hiring
- Physical & Rehabilitation Medicine
- Mid-level
- Home Health
- Health insurance
- Dental insurance
Bilingual Sales Associate - Dallas (All Regions)
Barri Financial Group —Dallas, TX
- $11 an hour
- Bilingual
- Spanish
- Customer service
- Paid training
- Disability insurance
Quick Apply
Outpatient Physical Therapist
FIT PHYSICAL THERAPY —Frisco, TX
- $75,000.00 - $106,800.55 a year
- Full-time
- Private practice
- Physical & Rehabilitation Medicine
- Mid-level
- Continuing education credits
- Health insurance
Quick Apply
Director of Compliance Operations – Broker-Dealer
Cobra Trading, Inc. —Carrollton, TX
- $125,000 - $150,000 a year
- Full-time
- 5 years
- Office
- In-person
- Health insurance
- Dental insurance
Quick Apply
13d
Series 7 Registered Broker - Options Specialist
Cobra Trading, Inc. —Carrollton, TX
- $80,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Paid holidays
- Health insurance
Quick Apply
12d
Physical Therapist - Bonus Available
Optum —Flower Mound, TX
- $43.83 - $78.89 an hour
- Full-time
- CPR Certification
- BLS Certification
- Physical & Rehabilitation Medicine
Quick Apply
Real Estate Agent
Mark Spain Real Estate —Wylie, TX
- Up to $200,000 a year
- Weekends as needed
- Mid-level
- Real Estate License
- Travel
Quick Apply
7d
Pay Application Coordinator
Cumming Group Gallagher —Richardson, TX
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance

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client services jobs near addison tx

Client Service Associate

Third Act Wealth Management
Dallas, TX

Quick Apply

Job Details

Full-time
$70,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer communication
Microsoft Excel
Microsoft Outlook
AI tools proficiency
Bachelor's degree
Data management
Financial services
CRM system proficiency
Account management

Full Job Description

Position Overview

Third Act Wealth Management is a boutique wealth management firm serving high-net-worth families with complex financial lives. We’re hiring a Client Service Associate to be the operational backbone of the firm — the person who keeps the back office running flawlessly so our advisors can stay focused on clients.

We’re looking for an A-player who owns their work, anticipates needs before they surface, and takes pride in accuracy and follow-through. You’ll run account operations, CRM, correspondence, and the day-to-day workflow of a growing practice — with more ownership and room to grow than you’d find at a national firm.

What you’ll own.

Operations & Account Administration

Process new accounts, transfers, deposits, distributions, and service requests with a high degree of accuracy.
Prepare and submit account paperwork, tracking every item to completion.
Generate and distribute account statements, performance reports, and regulatory correspondence.
Coordinate with advisors, our custodian, compliance, and back-office teams.

CRM & Data Integrity

Own the CRM, keeping client records, notes, and workflows current, accurate, and compliant.
Build and maintain repeatable processes and checklists for recurring work.

Communication & Inbox Management

Manage the firm’s inbox and client correspondence — route, respond, and follow up promptly and discreetly.
Serve as a reliable first point of contact for client service requests, escalating complex needs to the advisor.

Client Experience

Deliver a polished, personalized experience across every client interaction.
Prepare meeting spaces in advance — materials, technology, and hospitality details handled before clients arrive.
Coordinate post-meeting follow-up and milestone recognition (birthdays, anniversaries, life events).

Office & Events

Order supplies, manage mail, and keep the office pristine and client-ready.
Help plan and execute client seminars.

Who You Are

Detail-obsessed and highly organized.
Proactive — you anticipate what’s needed next and act without being asked.
Trustworthy and discreet with confidential information.
Calm and effective under competing priorities.
A clear, warm, and professional communicator.
Coachable and growth-minded.

Required Qualifications

Minimum 1 year of experience in financial services (wealth management, banking, brokerage, insurance, or similar).
Bachelor’s degree.
Proficiency in Microsoft Office (Outlook, Excel, Word).
Experience with a CRM platform (Salesforce, Redtail, Wealthbox, or similar).
Polished, professional verbal and written communication.
Comfort with technology and AI-assisted tools — we use them daily.

Preferred Qualifications

Experience directly supporting financial advisors or relationship managers.
Familiarity with LPL Financial systems.
Knowledge of account types (IRA, brokerage, trust) and financial regulations.

What We Offer

Competitive base salary and bonus, commensurate with experience.
Comprehensive benefits including health, dental, vision, and 401(k) with company match.
Paid time off, holidays, and a commitment to work-life balance.
Direct mentorship and a clear path to grow as the firm scales.

How to Apply

Submit a resume to [email protected] with the subject line “Client Service Associate.” Applications will be reviewed on a rolling basis.

Third Act Wealth Management is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Pay: $70,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

client services jobs in addison tx

Client Service Associate

Resolution Advisor, Client Services

Virtual Banker I - Plano, TX

Americas Tax Technology Group - Development Manager

Interior Designer

Clinical Liaison - Dallas, Texas (Part Time)

PEIMS Director

Sr Director Clinical Services (BCBA) - North Richland Hills

Full Time PTA [Fort Worth]

Corporate Attorney

MEP General Superintendent

Associate Attorney - Real Estate (M&A/Corporate a Plus) | In-Person

Full Time PT [Dallas]

Bilingual Sales Associate - Dallas (All Regions)

Outpatient Physical Therapist

Director of Compliance Operations – Broker-Dealer

Series 7 Registered Broker - Options Specialist

Physical Therapist - Bonus Available

Real Estate Agent

Pay Application Coordinator

I want to receive the latest job alert for client services in addison tx

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