Client Service Associate Jobs in Frisco, TX

Job Description SummarySupports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone email in-person virtual) as well as the ability to organize manage and track multiple detail...

Youll manage and train fund accountants oversee the allocation of daily and monthly activities and independently handle client relationships to ensure service quality and satisfaction. Youll also review and occasionally prepare complex monthly client reports requiring strong self-motivation and the...

This role serves as the primary client lead building strong relationships while overseeing teams to deliver accurate and timely financial accounting and advisory services. Responsibilities include guiding clients on accounting principles improving processes managing audits and tax filings and superv...

Youll manage and train fund accountants oversee the allocation of daily and monthly activities and independently handle client relationships to ensure service quality and satisfaction. Youll also review and occasionally prepare complex monthly client reports requiring strong self-motivation and the...

Now is a great time to join our growing company! The Millennium Group (TMG) is an award-winning business process outsourcing firm focused on print mail document scanning reception and related office support services for Fortune 500 companies professional service firms and institutions of higher educ...

What could an extra $1000-$2000 each month do for your household We are helping teams find qualified candidates the chance to enter financial services on a part-time basis while working fully remotely. This means that you get all the earning potential of a trillion-dollar industry without having to...

Client Services Team LeaderThe Client Services Director (CSD) leads mentors and manages a team of Client Service Managers (CSMs) to ensure exceptional service delivery and client satisfaction. The CSD leverages deep domain expertise and industry knowledge to drive strategic initiatives manage and gr...

As a manager on our fund administration team youll work directly with leading private equity and hedge fund clients supporting fund operations financial reporting and investor communications under the guidance of our experienced team. Youll oversee client deliverables review complex fund calculation...

Brindle & Bay Financial Advisors is a growing financial planning firm in Frisco TX and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is...

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities Look no further! With the option to work from home and enjoy a flexible schedule you can balance your personal and professional life seamlessly while advancing your career.Perks Include:1. Wo...

As a manager on our fund administration team youll work directly with leading private equity and hedge fund clients supporting fund operations financial reporting and investor communications under the guidance of our experienced team. Youll oversee client deliverables review complex fund calculation...

We are seeking an experienced Management Company Manger to join our Alternative Investment Management team. The successful candidate will be responsible for overseeing and managing all accounting and financial reporting activities for our Management Company entities. This role requires an individual...

We are seeking an experienced Management Company Manger to join our Alternative Investment Management team. The successful candidate will be responsible for overseeing and managing all accounting and financial reporting activities for our Management Company entities. This role requires an individual...

Screaming Eagle Wealth Management is a Wealth Management Firm in Ventura CA and we are seeking a full-time Client Service Associate to join our team. We are committed to helping our clients meet their goals and exceptional client service is a top priority for us. We are seeking a Client Service As...

As a support analyst you will be responsible for handling Allvue & Private Capital Suite inquiries submitted by our internal teams and eventually our clients. Troubleshooting problems with the software application providing product support and researching issues.What youll doYoull handle onboarding...

As a senior manager on our fund administration team youll work directly with leading private equity clients supporting fund operations financial reporting and investor communications under the guidance of our experienced team. Youll oversee client deliverables review complex fund calculations and fi...