wealth management client service associate executive assistant Jobs in Plano, Texas

Wealth Management Client Service Associate / Executive Assistant
Plano, TexasThe Noble Group Job Summary We are seeking a highly organized and client-focused Wealth Management Client Service Associate / Executive Assistant to support our advisory team and ensure seamless client service. This role involves handling client account administration, managing daily...Full Job Details
Client Service Associate
Mansfield, TexasJ. Patterson Group, Inc. Job Summary : J. Patterson Group Inc., is a corporation offering investment guidance to high net worth families, retired financial advisors, and trusts through Momentum Independent Network. Help conduct the fluid operation of a wealth management company. As an employee of J...Full Job Details
Asset & Wealth Management
Richardson, TexasThe Goldman Sachs Group Data Engineer -Associate - Wealth Management Engineering Who We Are At Goldman Sachs, our Engineers don't just make things - we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems...Full Job Details
Director Wealth Advisor
Dallas, TexasCresset About Cresset Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset's goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest...Full Job Details
Client Service Associate
Dallas, TexasInternational Search ConsultantsISC's team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients - Ultra-High Net Worth individuals, families,...Full Job Details
Client Service Associate
Dallas, TexasBOK Financial Req ID: 75874 Location: Dallas -DAL Areas of Interest: Wealth Management Operations Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private...Full Job Details
Client Service Associate
Commerce, TexasTalentLink SolutionsWe are a boutique, woman-owned financial advisory firm based in Commerce, TX, and we are committed to delivering personalized financial guidance to families, individuals, and business owners. Our firm prides itself on creating customized strategies to meet the unique needs...Full Job Details
Client Service Associate
Fort Worth, TexasStifel Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your...Full Job Details
Asset & Wealth Management
Dallas, TexasThe Goldman Sachs Group Goldman Sachs, Asset & Wealth Management Goldman Sachs Family Office Dallas, TX Administrative Assistant Job Summary & Responsibilities: Provides administrative support to multiple Vice Presidents in the Goldman Sachs Family Office team across the United States in a complex...Full Job Details
Jpmorgan Wealth Management
Fort Worth, TexasJPMorganChaseJob Description JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a...Full Job Details
Executive Assistant
Dallas, TexasMcKinsey & CompanyGlobal Administration Executive Assistant Job ID: 96630 Do you want to work on complex and pressing challenges-the kind that bring together curious, ambitious, and determined leaders who strive to become better every day? If this sounds like you, you've come to the right...Full Job Details
Wealth & Asset Management
Dallas, TexasTerrion Consultancy Services$30.00 an hourSet appointments with Client(s); Discuss list of documents needed for credit and/or budget analysis process; Follow-up with client(s) on current or outstanding documents needed for transactional processing on hold; Advise clients on their financial information during...Full Job Details
Administrative Assistant
Dallas, TexasCareer Group A well-known global financial institution is seeking an Administrative Assistant to support its Asset & Wealth Management division. This is an excellent opportunity to join a high-performing team within a prestigious organization, offering exposure to senior leadership and...Full Job Details
Executive Assistant
Dallas, TexasLHH Recruitment SolutionsLHH is working with a high-performing Commercial Property Management organization in the North Dallas Area to identify a Leasing Sales Executive Assistant to join their team. This is a great opportunity to join a fast-paced organization that is full of highly-motivated...Full Job Details
Executive Assistant
Dallas, TexasNexPoint NexPoint is a multibillion-dollar alternative investment firm based in Dallas, Texas. The firm is structured around three major business areas: real estate, corporate credit and equities, and insurance solutions. NexPoint's businesses span asset classes, industries, and...Full Job Details
Asset & Wealth Management
Dallas, TexasThe Goldman Sachs Group Associate DevOps Engineer - AWM Multi Asset Solutions Digital Advice Platform What We Do At Goldman Sachs, our Engineers don't just make things - we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing...Full Job Details
Executive Assistant
Dallas, TexasEastdil Secured Overview Eastdil Secured is the largest independent commercial real estate investment bank in the world, by volume, with nearly $3 trillion in completed transactions over the past 15 years. We uniquely combine commercial real estate and capital markets expertise to provide...Full Job Details
Wealth Management
Richardson, TexasThe Goldman Sachs GroupCloud DevOps Engineer Associate Responsibilities: Build and manage platform infrastructure and oversee application deployments in cloud environments. Assist in developing and implementing DevOps processes, tools, and best practices. Collaborate with development and...Full Job Details
JP Morgan Advisors
Dallas, TexasJPMorgan Chase Bank, N.A.J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected...Full Job Details
Client Advocate
Dallas, TexasHUB International About HUB HUB International is a top 5 global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600 offices across the United States,...Full Job Details
Client Services Associate
Dallas, TexasHFS Wealth Management Job Summary This is a full-time on-site role for a Client Services Associate in our Dallas, TX office. The Client Services Associate will be responsible for providing exceptional customer service and support to our clients. Job requirements include strong communication...Full Job Details
Associate
Dallas, TexasS&P Global About the Role: Grade Level (for internal use): 07 S&P Market Intelligence The Role: Graduate Associate Client Services The Team: The Wall Street Offices (WSO) Product Support team is responsible for assisting technical and business professionals with the WSO product suite....Full Job Details
Senior Registered Client Service Associate
Dallas, TexasRaymond James Financial Services Inc Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative...Full Job Details
Associate Software Client Support
Dallas, TexasS&P Global About the Role: Grade Level (for internal use): 07 About the Role: Our Lending Solution Services for Financial Sectors Solutions is going through a massive growth phase. The Managed Services team ensures we deliver market leading software solutions to our customers via AWS....Full Job Details
Executive Assistant
Dallas, TexasThe Intersect Group A client of The Intersect Group is seeking an Executive Assistant to add to their team. This person will be translating documents from Japanese to English and vice versa, along with general administrative duties for executives at the company. Responsibilities: Provide...Full Job Details