Top 18371 Client services Jobs in Dallas Fort Worth, 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
12d
Veterans Employment Specialist - Homeless Veteran Caseload
U & I (formerly Citizens Development Center & Achieve) —Dallas, TX
- From $24.04 an hour
- Weekends as needed
- Background check
- Microsoft Outlook
- Experience working with individuals with disabilities
- Health insurance
- Dental insurance
Quick Apply
Retirement Services Specialist
Charles Schwab —Westlake, TX
- $22.12 - $35.58 an hour
- Hybrid work
- Microsoft Outlook
- Computer literacy
- Mid-level
- Paid parental leave
- Employee stock purchase plan
20h
Resident Engagement Amenity Coordinator
Westminster Management —Dallas, TX
- Weekends as needed
- CRM software
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
Pharmacy Support Account Manager
Liberty Software —Lewisville, TX
- From $29 an hour
- Overtime
- Computer science
- Computer Science
- Computer literacy
- Health savings account
- Paid holidays
Quick Apply
Account Manager Client Services - Remote
Optum —Fort Worth, TX
- $72,800 - $130,000 a year
- Full-time
- Remote
- Microsoft Excel
- Pass drug screening
- Mid-level
Associate, Client Services
Third Bridge —Dallas, TX
- $60,000 - $102,000 a year
- Leadership
- Entry level
- Commercial
- Health insurance
- Dental insurance
Quick Apply
Client Relationship Manager
HUB International —Irving, TX
- $31.25 - $40.86 an hour
- Full-time
- Remote
- High school diploma or GED
- Organizational skills
- 1 year
- Paid parental leave
- Health savings account
12d
Corporate Receptionist - Oil & Gas
Bracane Company —Dallas, TX
- $24 - $26 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental 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
PBM Client Success Associate
Rightway —Dallas, TX
- $55,000 - $75,000 a year
- Remote
- Google Workspace
- Mid-level
- Bachelor's degree
Quick Apply
Customer Service Representative
Meta Global —Dallas, TX
- $48,300 - $63,500 a year
- Full-time
- In-person
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
12d
Client Services Specialist
McGowanGroup Asset Management —Dallas, TX
- $80,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
Client Success Associate
Gartner —Irving, TX
- $53,000 - $77,000 a year
- Email
- Hybrid work
- Sales
- Residential
- Analysis skills
- Health insurance
- Dental insurance
Retail Associate - NorthPark Center
Aritzia —Dallas, TX
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Client Services Associate
Veritext —Dallas, TX
- $21 - $25 an hour
- Email
- Hybrid work
- Mid-level
- US work authorization
- Organizational skills
- Paid parental leave
- Disability insurance
Quick Apply
Remote Customer Service Representative
Kobie Marketing —Dallas, TX
- $17 - $19 an hour
- Weekends as needed
- Remote
- High school diploma or GED
- 2 years
- Communication skills
- Profit sharing
- Paid holidays
Quick Apply
Data Processor I (Remote)
Neumo Holdings LLC —Carrollton, TX
- Full-time
- Remote
- Computer literacy
- Mid-level
- High school diploma or GED
Quick Apply
2d
Correspondence Advisor, Client Service Center
Louis Vuitton —Irving, TX
- $21 an hour
- Overtime
- Computer literacy
- Writing skills
- Mid-level
Customer Care Advisor
NCD —Dallas, TX
- $17.50 - $18.50 an hour
- Full-time
- Remote
- Spanish
- Microsoft Outlook
- Typing
- Paid training
- Disability insurance
Quick Apply

I want to receive the latest job alert for client services in dallas fort worth, tx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services jobs near dallas fort worth, tx

Client Service Associate

Third Act Wealth Management
Dallas, TX

Quick Apply

Job Details

Full-time
$70,000 a year
12 days ago

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 dallas fort worth, tx

Client Service Associate

Veterans Employment Specialist - Homeless Veteran Caseload

Retirement Services Specialist

Resident Engagement Amenity Coordinator

Pharmacy Support Account Manager

Account Manager Client Services - Remote

Associate, Client Services

Client Relationship Manager

Corporate Receptionist - Oil & Gas

Resolution Advisor, Client Services

PBM Client Success Associate

Customer Service Representative

Client Services Specialist

Client Success Associate

Retail Associate - NorthPark Center

Client Services Associate

Remote Customer Service Representative

Data Processor I (Remote)

Correspondence Advisor, Client Service Center

Customer Care Advisor

I want to receive the latest job alert for client services in dallas fort worth, tx

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected