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Experience Level
Experience
Qualifications
Strong communication skills with a client-centric approach. Ability to work collaboratively in a team environment. Proficiency in problem-solving and analytical thinking. A passion for delivering high-quality service.
About the job
ThirdBridge is looking for an Associate to join the Client Services team in Dallas, with a start date in August 2026. The focus of this position is on supporting client satisfaction and building long-term relationships.
Key responsibilities
Collaborate with clients to understand their needs and help them reach their goals
Contribute to stronger partnerships by providing attentive service
Develop practical experience in a client-focused environment
Professional growth
This role offers the opportunity to build valuable professional skills while working alongside a team that prioritizes strong client connections.
About ThirdBridge
ThirdBridge is a leading provider of intelligence and insights for investors and business leaders. Our commitment to excellence and innovation positions us at the forefront of our industry, and we are continuously looking for talented individuals to join our team and help shape the future.
We are seeking a passionate and experienced Director of Client Services to join our dynamic team at Wadetrim in Dallas, TX. In this pivotal role, you will lead our client services department, ensuring exceptional client satisfaction and fostering long-term relationships. You will be responsible for overseeing client interactions, managing a team of client se…
Full-time|On-site|Dallas, Texas; New York, New York
Exciting Opportunity Alert! Are you passionate about leveraging data to unlock growth potential? Join the dynamic team at Further, where your skills can directly impact our clients' success!Further is an innovative data, cloud, and AI company dedicated to transforming raw data into actionable insights. With an award-winning culture that fosters extraordinary talent, we empower individuals to thrive, enabling businesses to reach new heights. If you believe your work should have significant meaning and positively influence both your career and the lives of our clients, we would love to discuss this opportunity with you!About the Role: Client Services DirectorWe are in search of a visionary Client Services Director who excels in account growth through value creation. In this pivotal role, you will manage a portfolio of enterprise customers, translating strategic objectives into measurable results, and developing comprehensive multi-quarter transformation roadmaps across data, cloud, and AI. You will mentor account teams to consistently demonstrate business impact and foster trusted relationships with stakeholders.
Welcome to PMGRecognized as one of the Ad Age Best Places to Work for eleven consecutive years and featured in Fast Company's Best Workplaces for Innovators since 2022, PMG is a dynamic global independent marketing services and technology firm dedicated to inspiring individuals and brands to realize their full potential. Our commitment to shared success drives us to integrate business strategy and transformation, creative services, media, and insights, alongside our proprietary operating system, Alli, to deliver state-of-the-art digital solutions and innovative media strategies.Our global team of over 900 professionals collaborates with ambitious brands such as Apple, Nike, Sephora, Experian, Therabody, Best Western Hotels & Resorts, Creed Fragrances, BNY, Intuit, CKE Restaurants, Travelex, and Whole Foods, impacting over 85 countries.Your RoleAs a pivotal member of the PMG Client Strategy team, you will be instrumental in crafting media strategies that drive growth, evolution, and meaningful connections for brands. Rather than merely overseeing campaigns, you will engage at the intersection of business insight, media planning, and cross-channel collaboration to achieve impactful results.Your responsibilities will include partnering with clients, media leads, analytics teams, and creative collaborators to develop and implement comprehensive media strategies aligned with each brand’s objectives. You will manage daily communications, strategize plans, monitor campaign performance, and introduce innovative concepts, ensuring clients feel valued and energized about future opportunities.In addition to execution, you will enhance internal processes, contribute to strategic planning, and support initiatives aimed at elevating client outcomes and agency standards. At PMG, we cherish curiosity, accountability, and creative thought, fostering an environment where every team member can lead, grow, and make a difference.If you are passionate about building robust client relationships, collaborating across teams, and facilitating impactful brand growth through strategic and interconnected media initiatives, this is your opportunity to thrive.
Join Emburse as our Director of Professional Services, where you will lead a dynamic team dedicated to delivering exceptional client experiences. In this pivotal role, you will oversee the implementation of our innovative financial management solutions, ensuring that our clients achieve maximum value from our products. Your strategic vision and expertise in professional services will drive the success of our clients and enhance our service offerings.
About Charter Impact:Charter Impact is dedicated to empowering mission-driven organizations by providing tailored support in finance, operations, and business management. Our approach is rooted in enthusiastic collaboration, ensuring that we work closely with our clients to help them achieve their community-focused goals. As a remote-first company expanding nationally, we are on the lookout for motivated individuals who thrive in dynamic environments and are committed to team support.Position Overview:The Director of Client Finance (DOCF) plays a pivotal role in overseeing the service delivery at Charter Impact while acting as an outsourced CFO for our clients. This position entails managing all finance, accounting, and compliance reporting for designated clients, collaborating effectively with our Accounting, Accounts Payable, Payroll, and Retirement Services Teams to ensure the precision and promptness of financial information. The DOCF is a highly visible leader to our clients and is expected to deliver exceptional professional expertise and customer service in a proactive, positive manner.This role is open to remote candidates based in AZ, CA, CO, CT, FL, GA, ID, IL, MI, NV, OR, SD, TX, UT, and/or WA.*Travel requirements for this position may reach up to 25%.
Role overview The Associate, Client Services position at ThirdBridge in Dallas focuses on supporting clients and enhancing their experience with the company's services. Associates play a central role in making sure clients get prompt, attentive help and thoughtful solutions to their needs. Who succeeds in this role This role is a good fit for people who value delivering high-quality service and are interested in developing their professional skills over time. A genuine interest in learning and a strong commitment to client satisfaction are important qualities for success in this position.
Mission Capital Advisors, a prominent subsidiary of Marcus & Millichap Capital Corporation, is a renowned provider of third-party due diligence and loan sale advisory services. We are currently in search of dynamic candidates for the Director and Vice President levels to join our dedicated client relationship team. The selected candidate will collaborate closely with senior members of our Due Diligence and Loan Sale Advisory teams. Ideal candidates will possess extensive knowledge of both bank and non-bank lending markets, and a thorough understanding of single-family mortgage debt originators and capital market participants. Proficiency in various product types, including new originations, performing, re-performing, sub-performing, and distressed asset classes, is essential. Additionally, the candidate should have established relationships with key debt capital market participants such as mortgage loan originators, community banks, regional banks, money center banks, international banks, investment banks, specialty finance companies, and funds.This position offers a generous commission structure with unlimited earning potential, complemented by a base salary ranging from $100,000 to $150,000 annually.
Position OverviewThe Client Success Architect II will take on a pivotal leadership role in shaping the development of enterprise data warehouses, data management, and reporting systems. This position is responsible for delivering data-driven solutions, crafting strategic roadmaps, and developing proprietary tools. A deep understanding of enterprise data models and the effective use of both relational and dimensional data sources is essential. Additionally, the role involves mentoring and developing team members.Key ResponsibilitiesReview and validate mapping sources using assigned customer data files.Proactively seek and arrange training opportunities to enhance your skills and knowledge.
Rithum™ stands as the premier commerce network globally, revolutionizing the collaboration between brands, suppliers, and retailers to deliver exceptional e-commerce experiences. Our cutting-edge platform empowers brands and retailers to accelerate growth, streamline operations across various channels, expand product offerings, and maximize profit margins. With over 40,000 businesses trusting Rithum to enhance their operations across hundreds of channels, we collectively represent more than $50 billion in annual Gross Merchandise Value (GMV). Our comprehensive commerce, marketing, and delivery solutions enable clients to craft optimized consumer shopping journeys from start to finish. Overview As the Director of Services Operations & Planning, you will play a pivotal role in fostering operational clarity, enforcing execution discipline, and ensuring strategic alignment within the client organization. This position is vital for translating strategic priorities into tangible operational outcomes through robust governance, performance visibility, and cross-functional accountability. You will collaborate closely with executive leadership, functional Vice Presidents, and the CEO's Chief of Staff to orchestrate enterprise initiatives, refine operational planning, and provide high-level insights into performance and strategic objectives. The Director is essential in maintaining organizational focus on high-impact initiatives while empowering leaders to execute with precision and accountability.
ThirdBridge is looking for an Associate to join the Client Services team in Dallas, with a start date in August 2026. The focus of this position is on supporting client satisfaction and building long-term relationships. Key responsibilities Collaborate with clients to understand their needs and help them reach their goals Contribute to stronger partnerships by providing attentive service Develop practical experience in a client-focused environment Professional growth This role offers the opportunity to build valuable professional skills while working alongside a team that prioritizes strong client connections.
Full-time|$70K/yr - $110K/yr|On-site|Dallas, Texas, United States
About Futu US Inc.Futu US Inc. is a pioneering force in the financial services sector, comprising two SEC-registered broker-dealers and a cryptocurrency brokerage, all under the esteemed umbrella of Futu Holdings Limited (Nasdaq: FUTU).Our primary mission is to revolutionize the investing experience through a cutting-edge digital brokerage and wealth management platform tailored to enhance the investment journey.Explore our key divisions:Futu Clearing Inc.: An SEC-registered FINRA member committed to providing world-class clearing and execution services.Moomoo Financial Inc.: An SEC-registered FINRA member offering retail investors the opportunity to engage with both U.S. and Asian securities markets, ensuring expert-backed investment experiences.Moomoo Technology Inc.: A provider of a data-rich trading platform, delivering unmatched insights and tools to refine trading strategies. (Note: This entity does not function as a licensed broker-dealer.)For more information about our entities and affiliates, visit futuclearing.com or moomoo.com/us to discover innovative investment solutions.About the Role:Moomoo Financial is in search of an exceptional Premier Client Service Specialist to provide unparalleled support to our high-net-worth (HNW) and premier clientele. This pivotal role focuses on delivering a white-glove service experience through account onboarding, asset transfers, and proactive relationship management, emphasizing client understanding and retention strategies.The ideal candidate will be a proactive, consultative professional with extensive platform knowledge, dedicated to fostering long-term trust with our most valued clients and ensuring an exceptional service experience at every interaction.Key Responsibilities:Serve as the primary point of contact for VIP clients, adeptly addressing complex inquiries related to equities, options, margin, and account management.Oversee a seamless onboarding process for premier clients, including account funding and stock transfers, with a focus on corporate accounts.Continuously monitor client relationships, anticipate needs, and deliver dedicated support to enhance client satisfaction and loyalty.
Join our team as a Client Service Representative in Dallas, TX! Your Role: As a Client Service Representative at Cottingham & Butler, you will play a crucial role in maintaining client accounts and providing exceptional service. Your daily interactions will significantly contribute to our clients' satisfaction and retention. Key Responsibilities: Maintain and update client accounts to ensure seamless operations. Foster strong client relationships through friendly communication, prompt responses, and meticulous attention to detail. Compile and deliver essential reports to communicate important information effectively. Video Overview: Watch an interview with a current Client Service Representative.
Join ThirdBridge as an Associate in our Client Services team, starting in September 2026. This role is perfect for motivated individuals eager to build their careers in a dynamic environment where you will be responsible for delivering exceptional client support and fostering lasting relationships.
Public Posting Title: Regional Sales & Client Services ManagerInternal Title: Director of Client ServicesPosition OverviewAs the Director of Client Services, you will play a pivotal role in driving sustainable growth for our nurse case management services and various other offerings within your designated region. This strategic, hands-on position demands a thorough understanding of healthcare service delivery, payer/provider dynamics, and consultative sales techniques. You will manage a diverse portfolio of regional accounts while fostering relationships with clients, prospects, vendors, and other crucial stakeholders to achieve growth, service excellence, and quality outcomes.Key ResponsibilitiesStrategic Territory Management• Formulate and implement a tailored sales strategy for your territory, in line with organizational growth objectives and market trends.• Prioritize outreach and team focus effectively.• Identify gaps in service or emerging opportunities within the assigned region.Sales Execution & Revenue Growth• Lead the entire sales cycle, from lead generation and qualification to proposals, contracts, and closing deals.• Oversee a dynamic pipeline of opportunities across payers, employers, third-party administrators, and other potential clients for the company’s offerings.• Collaborate closely with Marketing and Clinical teams to craft compelling, clinically-supported messaging for decision-makers.• Coordinate cross-functional solutions to meet complex prospect requirements, including pricing structures, program outcomes, and regulatory compliance.• Consistently work towards achieving growth benchmarks.Collaboration & Feedback• Cultivate and maintain high-trust relationships with key stakeholders, including insurance executives, case management directors, and benefit consultants.• Act as a strategic partner to clients, providing insights on care coordination trends, workforce challenges, and clinical ROI from nurse case management services.• Participate in and present at regional healthcare events, roundtables, and thought leadership forums to promote our brand and services.• Support client onboarding processes and ensure alignment between sales promises and delivery outcomes through effective coordination.
Join Third Bridge as an Associate in our Client Services department, starting in October 2026. In this role, you will be pivotal in delivering exceptional support to our clients, contributing to their success through effective communication and problem-solving skills.As part of our team, you will engage with clients to understand their needs and provide tailored solutions, ensuring a high level of satisfaction and fostering long-term partnerships.
As the Director of Retirement Plan Services at Allworth Financial, you will lead our dedicated team in managing and optimizing retirement plan offerings. This role requires a visionary leader who can innovate and enhance our services to meet the evolving needs of clients. You will be responsible for strategic planning, compliance oversight, and fostering relationships with clients to ensure a superior service experience. Your expertise will drive the growth of our retirement services portfolio while ensuring adherence to industry regulations.
SAGO is a premier global organization specializing in market research and data solutions, dedicated to bridging human insights with business challenges. As the world evolves, SAGO is consistently advancing, reshaping our offerings to surpass our clients' expectations, and making it more efficient to derive valuable insights.Our team comprises innovators, strategists, and problem-solvers: enthusiastic thinkers who celebrate achievements. We are dynamic leaders who empower our peers to innovate within the Market Research sector. As curious learners, we are perpetually seeking new avenues for transformation. We are bold thinkers and genuine team members who embrace diversity of thought, valuing new ideas and perspectives.We invite you to join our team as a Client Service Representative, playing a pivotal role in fostering a vibrant, dynamic, and inclusive workplace culture. This role prioritizes maintaining an environment that is Fast, Fun, Friendly, and Professional, with a strong emphasis on superior verbal and written communication skills. While flexibility in scheduling is appreciated, weekend work is typically not required. This position is office-based and focuses on delivering exceptional hospitality experiences to clients and participants.Key Responsibilities:Provide on-site assistance to clients, ensuring a high-quality hospitality experience.Welcome participants and clients, establishing a warm yet professional connection.Verify project materials for accuracy and completeness.Engage in audio and video recording tasks.Perform various administrative, reception, and hospitality responsibilities as needed.
At Allworth Financial (www.allworthfinancial.com), we pride ourselves on being a premier independent investment advisory firm specializing in retirement planning, investment advising, and 401(k) management. Our direct approach to financial planning empowers clients to achieve their long-term financial goals effectively.Founded in 1993 in Sacramento, California, Allworth Financial is a high-growth, private equity-backed Registered Investment Advisor. We emphasize a fee-based, employee-centric fiduciary model that prioritizes client well-being and education. As a multi-billion dollar firm recognized for exceptional growth through acquisitions and organic development, we have been awarded the “Circle of Excellence” by the National Business Research Institute for employee and client satisfaction. In 2024, we were also honored as one of Barron’s Top 40 RIAs, underscoring our reputation as a trusted brand in the industry.SUMMARY:The Operations Associate plays a vital role in supporting Allworth’s Direct Business department. This position is responsible for processing client account requests with precision, ensuring compliance with internal and regulatory standards, and delivering outstanding service to both internal and external clients. The Operations Associate collaborates closely with the Direct Business Team Lead and fellow associates to maintain queue efficiency, meet service level agreements (SLAs), and contribute to the overall operational excellence of the department. Attention to detail, accountability, and collaboration are essential in this fast-paced, service-oriented environment. This is a full-time, non-exempt position based in our Addison, TX office, requiring five days of in-office work each week.
Third Bridge Group Limited seeks a Client Services Associate focused on Surveys for 2026 start dates in Dallas. This entry-level role helps deliver survey-driven insights that support client business decisions. Role overview Associates play a key part in supporting survey projects. The position centers on coordinating survey work and ensuring clients receive timely, high-quality results. What you will do Assist with coordinating survey projects from initiation through completion Engage with clients to clarify project requirements Support the delivery of survey results, meeting deadlines and quality expectations Growth and team environment This position offers hands-on experience in client service and project management. Associates build a strong foundation for career growth while working alongside a collaborative team.
Join Bounteous as the Vice President of Client Service, where you will lead our efforts in the Healthcare, Life Sciences, and BioPharma sectors. You will be responsible for developing strategic relationships with key clients, ensuring their needs are met with top-notch service and innovative solutions. Your leadership will guide a talented team, driving client satisfaction and business growth.
