Associate, Client Services (October 2026 Start)

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 tail…

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.

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.

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.

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.

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.

ABOUT NTERVAL FUNDINGNterval Funding is a dynamic and rapidly expanding financial services firm dedicated to providing real estate commission advances. We collaborate with real estate professionals across the nation, enabling them to access their earned commissions ahead of time. This support helps them maintain a steady cash flow, scale their operations, and achieve peace of mind. Our team prioritizes speed, customer service, and trust, making us the preferred choice for agents focused on closing deals rather than waiting for payments.This position is part-time (20–30 hours per week, Monday–Friday), with an hourly pay range of $20–$25. WHY YOU’LL LOVE WORKING HERE• Attractive compensation package with opportunities for advancement• Flexible remote or hybrid working arrangements• Professional development and sector-specific training• A supportive, entrepreneurial environment that encourages initiative and ownership• Direct access to executive leadership and involvement in decision-making• Chance to thrive in a high-growth fintech niche within the real estate sector ROLE SUMMARYAs a Client Success Representative, you will serve as the initial touchpoint for real estate agents interested in commission advances. You will assist clients through the application and onboarding journey, ensure they submit accurate documentation, and prepare files for review and approval.This role emphasizes pre-approval support, ensuring agents comprehend requirements, aiding them in completing applications, and verifying that all information is precise and ready for evaluation. You will also follow up with agents who have initiated but not finalized an application, addressing their inquiries and maintaining a swift, friendly line of communication throughout.This role is characterized by a fast-paced, communication-intensive environment requiring strong organizational skills, responsiveness, and exceptional client service abilities. YOUR DAY-TO-DAY• Engage with potential clients via phone, text, email, and chat• Guide agents through the application and documentation submission process• Review incoming documents for completeness and accuracy• Identify early obstacles (missing forms, ambiguous dates, inconsistent data)• Follow up with agents who have not completed their applications• Prepare clean and accurate files for the approval review process• Maintain a rapid response time to inbound queries to ensure an outstanding client experience• Educate clients on next steps, documentation needs, and timelines• Update Salesforce with client information, document statuses, and application progression• Coordinate with internal operations as files progress toward approval• Monitor application progress and ensure timely movement toward a decision WHO WE’RE LOOKING FOR• Customer service representatives who are comfortable with high-volume outreach• Individuals who thrive in a fast-paced environment and possess excellent communication skills.

Elevare Branding is excited to welcome a Client Support Associate to our vibrant team in Dallas, TX. This position is perfect for detail-oriented individuals who prioritize client satisfaction and thrive in a fast-paced business environment.The Client Support Associate will serve as a vital liaison between our clients and internal teams, ensuring that client needs are met promptly while upholding the highest standards of service and communication.Key Responsibilities:Act as the primary contact for client inquiries, delivering timely and professional support.Facilitate the coordination and execution of client service processes, ensuring efficiency.Keep detailed and accurate records of all client interactions and updates.Work collaboratively with internal departments to promote seamless communication and service delivery.Assist in the preparation of reports, documents, and updates related to client projects.Track client requests and ensure all follow-ups are conducted in a timely manner.Help nurture and maintain strong, long-term relationships with clients.

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 service professionals, and collaborating with various departments to enhance our service offerings.

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.

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.

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.

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.

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.

Join Royal Electric Company, a leader in expert electrical design, construction, and service, where we foster strong partnerships with builders, contractors, and facility owners dedicated to achieving outstanding results. Our commitment to values such as expertise, collaboration, integrity, passion, and loyalty drives our mission to build exceptional relationships, one project at a time!We are excited to invite applications for our Summer 2026 IT Intern position at our Dallas office. This internship will provide you with invaluable hands-on experience, allowing you to apply your educational background while collaborating with our IT team.

Role Overview RR Donnelley is hiring a Lead Office Services Associate in Dallas. This position guides and coordinates daily office services to keep operations running smoothly. Main Responsibilities Oversee office supply management and inventory Support communication across teams and departments Work to improve the efficiency of office processes Lead and motivate the office services team Maintain high standards for all office services What RR Donnelley Looks For Experience in office services or facilities coordination Strong leadership and organizational skills Ability to take initiative and solve problems proactively Clear communication and a collaborative approach

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.

destinationknot helps individuals and families by handling planning, scheduling, and reservations. The team places a strong emphasis on organization, quick responses, and delivering attentive client care in every interaction. Role overview The Remote Client & Booking Coordinator manages daily scheduling, reservations, documentation, and service coordination for clients. This entry-level position is fully remote and fits those who pay close attention to detail, stay organized, and communicate clearly. Consistent follow-through and professionalism are important in this role. Main responsibilities Assist clients with booking requests, scheduling, and managing reservations. Communicate with clients by email, phone, and messaging platforms to provide updates and support. Maintain accurate records and booking details through careful data entry. Coordinate timelines, confirmations, and required service documentation. Respond promptly and professionally to client inquiries. Follow established procedures to ensure accuracy and consistency. Work with internal teams to improve workflow and address client needs. Requirements Strong communication and customer service skills. Highly organized with attention to detail. Comfortable working independently in a remote setting. Basic computer proficiency and willingness to learn new systems. Ability to manage multiple tasks and meet deadlines. Professional, reliable, and dependable. Experience in customer service, scheduling, hospitality, or administrative support is helpful but not required. Work environment Fully remote position based in the United States. Potential for flexible scheduling. Comprehensive training and ongoing support provided. What destinationknot offers Remote work flexibility. Supportive, structured team environment. Clear expectations and well-defined processes. Opportunities to build coordination and client service skills. Application process Candidates who meet the listed qualifications are invited to apply. destinationknot will reach out to selected applicants with information about next steps.

Join Waterworks as a Client Support Supervisor, where you'll lead a dedicated team focused on delivering exceptional customer service. In this role, you will be responsible for overseeing client support operations, ensuring our clients receive timely and effective assistance. Your leadership will play a pivotal role in enhancing customer satisfaction and driving team performance.