Customer Representative Salary at Pds Tech BETA

Req ID: 75874 Location: Dallas -DAL Areas of Interest: Wealth Management Operations Pay Transparency Salary Range: Not Available Application Deadline: 03/28/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. Bonus Type Formula Based Summary A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. Job Description The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokera

Fully Onsite – Local Applicants Encouraged to Apply Are you looking to jumpstart your career in a dynamic, growth-oriented environment? We're expanding our team and searching for enthusiastic Client Relations Representatives to be the bridge between our clients and their customers. This is an entry-level role where you'll receive hands-on training across multiple areas, including marketing, sales, business management, and leadership development. What You’ll Do: Stay informed about our clients’ services, products, and industry trends. Participate in regular training and development sessions. Assist with acquiring new customers for our clients. Provide consultations for prospective customers on behalf of our clients. Support the growth and management of assigned campaigns. What We’re Looking For: Strong communication and leadership skills. A positive, team-oriented attitude. Organizational skills with attention to detail. Ability to multitask, prioritize, and manage time effectively. Wha

ISC’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, trusts, foundations, and endowments. They’re seeking a talented Client Service Associate to join their Dallas office. The Client Service Associate will work closely with UHNW clients with 200MM plus in investible assets, as well as key Client Advisors. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand. The Client Service Associate will work on a major project of transferring clients to a new platform. Client Service Associate Responsibilities, continually expanding and changing: As a Client Service Associate, you will be responsible for supporting the firm’s Advisors and Clients directly. You will also partner with the Operations team members to ma

Brinks Texas License #C00550 About Brink's: The Brink's Company (NYSE:BCO) is a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services. Our customers include financial institutions, retailers, government agencies, mints, jewelers, and other commercial operations. Our network of operations in 52 countries serves customers in more than 100countries. Brink's has been a trusted partner in securing commerce for more than 165 years. Together, every Brink's Team Member is committed to providing the highest levels of service and support to our customers. We take pride in our work, and we share a passion about our future. Learn why so many people have made the choice to join our team - and stay here. We believe that our team should be reflective of the customers we serve every day around the world. We believe in building partnerships that secure commerce and doing that requires fostering an inclusive culture that values people with diverse b

Job Description Job Description Are you passionate about creating remarkable event experiences that promote non-profit causes and amplify their missions? Here at Elite Generations, we are dedicated to igniting change in Dallas and the surrounding areas. We've successfully expanded our clientele's brand presence and outreach, and now, we're seeking an enthusiastic and results-driven Non-Profit Customer Representative to be a part of our team. About Us: Through our collaborations with non-profit organizations and community-based causes, we accelerate their objectives while making a meaningful impact on our own community. If you're ready to play a vital role in promoting non-profit missions and creating unforgettable promotional events, we invite you to explore this exciting opportunity as a Non-Profit Customer Representative with us. Non-Profit Customer Representative Key Responsibilities: Set up and execute community based outreach events, while maintaining professionalism in conversati

Position Summary: The Client Service Associate (CSA) is a client-facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of clients of Quotient Wealth Partners. When needed, the CSA will also support other aspects of the business, which may include administrative tasks, facilitating a smooth and efficient office environment, client operations, marketing, client & performance reporting. Duties and responsibilities include, but are not limited, to: Provide timely and exceptional client service with flawless execution on requests, inquiries, and transactions such as money movement, security transfers, account maintenance, online access assistance and additional duties as needed. Responsible for the new account onboarding process for clients consisting of preparing & gathering completed documents, processing applications on custodian platform and any additional work as required. Accountable for m

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 skills, eagerness to learn, self-starter, proactive, ability to work alone and as a team member, detail oriented, strong organizational skills, and a strong customer service mentality. The job responsibilities include execution of service requests, maintenance of portfolio data, client data management in CRM, preparation of custodian and internal paperwork, and an eagerness to go above and beyond. Qualifications The Client Service Associate typically requires: 3-5 years of experience in Financial Services Industry Bachelor’s degree from accredited college or university Proficiency with Microsoft Office Experience with Salesforce is a plus Experience with Orion Portfolio Solutions is a plus Excellent client service skills

Client Service Associate Boutique Wealth Management Firm Dallas, TX Overview Boutique RIA in Dallas, TX serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in Client Services and Paraplanning. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele. Highlights Serve as a primary lead for client onboarding and private wealth client services Provide an excellent client experience for high net worth clients Participate in the growth of a dynamic, independent RIA by servicing client needs, maintaining key relationships, and financial planning administration Strong culture of teamwork, work life balance and personal and professional development Competitive compensation package including benefits and bonuses Requirements Bachelor’s Degree 3+ years experience in Client Services and/or Paraplanning within Financial Services Track r