Client Relations Associate - Remote

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, an…

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.

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.

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.

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.

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.

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.

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.

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.

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.

destinationknot is looking for a Remote Client Support & Travel Booking Assistant based in Dallas, Texas. This position centers on assisting clients with travel planning and booking, all from a home office. The company provides full training, so direct experience in the travel industry is not a requirement. Success in this role depends on reliability, professionalism, and a proactive approach to daily tasks. Main responsibilities Assist clients as they arrange travel bookings, managing details such as dates, preferences, and available service options. Deliver prompt customer service through email, phone, and messaging platforms. Collect and organize information needed for reservations and itinerary planning. Coordinate logistics for bookings and follow up to ensure client satisfaction. Maintain accurate records of client interactions, profiles, and documentation within company systems. Respond quickly to client inquiries and provide clear, helpful guidance. Stay up to date on travel destinations, suppliers, and available experiences. Handle administrative tasks related to travel planning and booking. Collaborate with team members to support a smooth and positive experience for clients. Training and support New team members receive comprehensive training covering the booking process, client support standards, and company systems. This ensures a strong foundation for those new to the travel industry. Requirements Based in Dallas, Texas Reliable, professional, and proactive No prior travel industry experience needed

Join alphabeinsightinc as a Public Relations Coordinator, where you will play a pivotal role in crafting and disseminating compelling narratives that resonate with our target audiences. In this dynamic position, you will collaborate with various stakeholders to enhance brand visibility and engagement through targeted public relations strategies.

Role overview destinationknot seeks a Client Itinerary Support Specialist to help travelers with hotel reservations. This entry-level position is remote but requires residence in Dallas, Texas. The main focus is to provide attentive assistance so clients can arrange comfortable hotel stays. What you will do Assist clients in choosing and booking hotel accommodations Offer clear details about hotel amenities, pricing, and availability Handle changes to reservations and maintain accurate records Communicate with clients through phone, email, and messaging platforms in a professional manner Work location This is a remote role. Work from your home office in Dallas, Texas.

Join Bisnow as the Director of Capital Raising and Investor Relations, where you will spearhead our initiatives to attract investment and cultivate relationships with key stakeholders. In this pivotal role, you will develop and execute strategies to enhance our capital-raising efforts while ensuring a robust and transparent relationship with our investors.Your expertise in financial markets and investor engagement will be crucial in driving our growth and aligning our investment strategy with our business objectives. If you are passionate about connecting with investors and facilitating capital growth, we want to hear from you!

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%.

Join Siepe as a Client Solutions Lead, where you will be pivotal in guiding our clients through innovative solutions tailored to their needs. In this role, you will collaborate with cross-functional teams to deliver exceptional client experiences and drive business outcomes. Your expertise will help shape our service offerings and ensure client satisfaction.

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.

WHO WE AREZeta Global (NYSE: ZETA) is an innovative AI-Powered Marketing Cloud that utilizes cutting-edge artificial intelligence (AI) and vast consumer data to streamline customer acquisition, growth, and retention for marketers. With the Zeta Marketing Platform (ZMP), we aim to simplify sophisticated marketing by unifying identity, intelligence, and omnichannel activation within a single platform, backed by one of the largest proprietary databases in the industry. Our enterprise clients across diverse industries are equipped to deliver personalized consumer experiences on an individual level through every marketing channel, driving better outcomes for their marketing initiatives. Founded in 2007 by industry leaders David A. Steinberg and John Sculley, Zeta Global is headquartered in New York City and has a global presence. Discover more at www.zetaglobal.com.THE ROLEThe Senior Client Success Manager – Programmatic is a pivotal, client-facing position responsible for ensuring the overall success of a portfolio of strategic programmatic accounts from start to finish. You will act as the primary client liaison, operational expert, and strategic partner, overseeing live campaigns, facilitating client communications, and driving performance, retention, and growth.This role demands robust programmatic knowledge, sound judgment, and the capability to work independently while closely collaborating with Sales, Analytics, and Operations teams.This role is remote and based in the Dallas, TX area.RESPONSIBILITIESTake ownership of 10+ active programmatic campaigns end-to-end across multiple accounts.Lead all client communications, including status calls, Quarterly Business Reviews (QBRs), and escalations, providing clear insights and actionable recommendations tied to business outcomes.Act as the technical lead for campaign execution, working closely with Operations to ensure campaigns are correctly set up, optimally managed, and strategically aligned (targeting, pacing, Quality Assurance, troubleshooting).Utilize a profound understanding of Demand Side Platform (DSP) functionality and optimization techniques to inform setup decisions, troubleshoot issues, and enhance performance.Provide client-ready reporting and performance insights in collaboration with the Analytics team.Proactively identify and support upsell, cross-sell, and renewal opportunities in conjunction with Sales.Work collaboratively across departments to resolve issues, enhance performance, and ensure high-quality client service.

Role overview ThirdBridge is hiring a New Client Sales Associate in Dallas. This entry-level position focuses on building new client relationships and supporting the growth of the business within the finance sector. What you will do Contact prospective clients to introduce ThirdBridge’s financial solutions Work alongside the sales team to spot new business opportunities Nurture leads and help move them through the sales process Support the team’s broader growth goals by contributing to client engagement efforts Location This role is based in Dallas.