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Client coordinator Jobs in Dallas, TX

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Client coordinator • dallas tx

Last updated: 15 hours ago
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Client Service Coordinator

Client Service Coordinator

Delta DallasDallas, Texas, United States
Full-time
Now Hiring : Senior Client Service Associate On behalf of our client, a boutique, high-touch wealth management firm, we are searching for an experienced Senior Client Service Associate to support th...Show moreLast updated: 15 hours ago
  • Promoted
Temporary Client Development Email Marketing Coordinator

Temporary Client Development Email Marketing Coordinator

BBDallas, TX, US
Full-time
Temporary Client Development Email Marketing Coordinator.The Client Development Operations team at Baker Botts is seeking a Temporary Client Development Email Marketing Coordinator to be based out ...Show moreLast updated: 19 days ago
Salon Coordinator - Client Services

Salon Coordinator - Client Services

Osgood Oneil SalonDallas, TX, US
Full-time
Salon Coordinator – Osgood O’Neil Salon.Are you a master of first impressions with a passion for the beauty industry?.Must have high-end luxury customer service experience.If you can pa...Show moreLast updated: 28 days ago
Client Events & Logistics Coordinator

Client Events & Logistics Coordinator

Gibson DunnDallas, TX, United States
Full-time
A leading global law firm in Dallas is seeking an Event Coordinator to support client-facing events, charitable activities, and manage event logistics. Responsibilities include coordinating on-site ...Show moreLast updated: 3 days ago
  • Promoted
Client Service Coordinator

Client Service Coordinator

Monster jobsDallas, Texas, United States
Full-time
Client Service Associate - High-Touch RIA Role.RIA serving ultra-high-net-worth clients.You will work closely with senior advisors and be a trusted extension of the advisory team.Act as a primary c...Show moreLast updated: 9 days ago
  • Promoted
Global Financial Crimes - Client Escalations and Reporting Coordinator / Director (AVP)

Global Financial Crimes - Client Escalations and Reporting Coordinator / Director (AVP)

Morgan StanleyDallas, TX, US
Full-time
Global Financial Crimes (GFC) : Client Escalations And Reporting Coordinator.We are seeking someone to join our team as a Global Financial Crimes (GFC) : Client Escalations and Reporting Coordinator....Show moreLast updated: 30+ days ago
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Remote Client Relations Coordinator

Remote Client Relations Coordinator

TradeJobsWorkforce75390 Dallas, TX, US
Remote
Full-time
As a Remote Client Relations Coordinator, you will be responsible for supporting customers and handling inquiries from the comfort of your home, including : respond to customer inquiries via phone, ...Show moreLast updated: 30+ days ago
Client Success Coordinator (Remote)

Client Success Coordinator (Remote)

Nterval FundingDallas, TX, US
Remote
Full-time +1
Quick Apply
Nterval Funding is a fast-growing financial services company specializing in real estate commission advances.We partner with real estate professionals nationwide, giving them early access to their ...Show moreLast updated: 6 days ago
  • Promoted
Billing Coordinator : Precision, Compliance & Client Care

Billing Coordinator : Precision, Compliance & Client Care

Haynes and BooneDallas, TX, United States
Full-time
A law firm in Dallas is seeking an entry-level Billing Coordinator to manage attorney billing and ensure compliance with firm policies. Responsibilities include creating and managing proformas, exec...Show moreLast updated: 1 day ago
Client Consultant

Client Consultant

Alpine Legacy GroupDallas, TX, US
Full-time
At Alpine Legacy Group, we believe in people — their stories, their goals, and their potential.We help protect families, nurture leaders, and build meaningful careers grounded in integrity, g...Show moreLast updated: 13 days ago
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Client Service Coordinator

Client Service Coordinator

Dallas StaffingDallas, TX, US
Full-time
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets),...Show moreLast updated: 30+ days ago
Client Coordinator

Client Coordinator

Cambridge Caregivers - DallasDallas, TX, US
Full-time
The Client Coordinator role is responsible for the following : .Following up with clients who have missing data in their documents. Carrying out follow-up visits as necessary and ensuring continued en...Show moreLast updated: 21 days ago
Client Success Coordinator

Client Success Coordinator

NetsmartTX,Dallas,Remote, USA
Remote
Full-time
Are you passionate about building strong client relationships and driving success? Do you thrive in a fast-paced environment where every day brings new challenges and opportunities to make an impac...Show moreLast updated: 30+ days ago
CLIENT CARE COORDINATOR (IN-OFFICE)

CLIENT CARE COORDINATOR (IN-OFFICE)

Madea Home Care ServicesDallas, Texas, United States
Full-time
CLIENT CARE COORDINATOR (IN-OFFICE).The Client Care Coordinator (In-Office) serves as the first point of contact for all prospective clients and families seeking home care services.This role is res...Show moreLast updated: 30+ days ago
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Client Experience Coordinator

Client Experience Coordinator

SkillBridge AcademyDallas, TX, US
Full-time
Skillbridge Academy is a forward-thinking organization dedicated to building strong technical talent and supporting essential service operations through structured training and professional develop...Show moreLast updated: 19 hours ago
Temporary Client Development Email Marketing Coordinator

Temporary Client Development Email Marketing Coordinator

Baker BottsDallas, TX , US
Full-time
Serve as key resource to format, QA, and send all email campaigns and client communications—event invites, client updates, and internal communications, working with other team members to do so as a...Show moreLast updated: 21 days ago
Client Service Coordinator

Client Service Coordinator

Banfield Pet HospitalDuncanville TX
Full-time +1
If you are a current associate, you will need to apply through our internal career site.Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. The Client Service Coordinato...Show moreLast updated: 30+ days ago
Bilingual Intake Coordinator Client Concierge & Admin

Bilingual Intake Coordinator Client Concierge & Admin

The Lisinski Law FirmDallas, TX, United States
Full-time
A Texas law firm is seeking an Intake Office Coordinator to enhance the client intake process, providing exceptional service while supporting client needs. The ideal candidate must be bilingual in S...Show moreLast updated: 2 days ago
Client Liaison

Client Liaison

Slingshot Prep, LLCDallas, TX, United States
Full-time +1
SLINGSHOT PREP - CLIENT LIAISON.Slingshot Prep is the leading tutoring firm in the DFW Metroplex with offices in north Dallas. Slingshot provides tutoring for the SAT, ACT, ISEE and other standardiz...Show moreLast updated: 5 days ago
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Client Service Coordinator

Client Service Coordinator

Delta DallasDallas, Texas, United States
15 hours ago
Job type
  • Full-time
Job description

Now Hiring : Senior Client Service Associate

On behalf of our client, a boutique, high-touch wealth management firm, we are searching for an experienced Senior Client Service Associate to support their advisory team and deliver an exceptional client experience.

If you thrive in a fast-paced RIA environment, excel at managing complex client needs, and love being the go-to problem solver this is a standout opportunity.

Location :

Downtown Dallas and 100% onsite

Salary :

Compensation competitive and dependent on experience

Role Overview

Our client is seeking a Senior Client Service Associate to play a pivotal role in supporting their advisory team and leading client service operations. This senior-level position blends deep client relationship management with sophisticated operational support.

Key Responsibilities

  • ??? Serve as the primary liaison for ultra-high-net-worth clients, handling inquiries, account issues, and complex requests
  • ??? Manage account administration : new accounts, ACATs, money movements, RMDs, beneficiary updates
  • ??? Prepare client reports, meeting materials, and portfolio summaries
  • ??? Coordinate with custodians (Schwab & Fidelity) and third-party vendors
  • ??? Work with client tax and estate planning professionals
  • ??? Support investment-related communications aligned with client strategies
  • ??? Assist with new client onboarding and ensure regulatory compliance
  • ??? Partner internally to improve processes and elevate the client experience

Qualifications

  • ??? 10+ years of client service or operations experience within an RIA
  • ??? Deep understanding of investment accounts, custodial operations, and compliance
  • ??? Strong ability to manage complex, high-touch client needs
  • ??? Proficiency with CRM systems, custodial platforms, and Microsoft Office
  • ??? Series 65 preferred but not required
  • ??? Experience with Addepar and / or Black Diamond is a plus
  • Why This Opportunity Stands Out

  • ??? Join a boutique, relationship-focused RIA
  • ??? Work closely with UHNW clients and complex portfolios
  • ??? Become part of a culture rooted in integrity, excellence, and proactive problem-solving
  • If you're interested or know someone who would be a great fit, please reach out directly to

    kwright@deltadallas.com

    or call

    (972) 546-3606 .