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91 Client Services Associate (Seeking Banking Industry Experience!) Jobs in Dallas, TX

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Client Services Associate (Seeking Banking Industry Experience!)
Stonepath Dallas, TX
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$42k-53k (estimate)
Full Time 5 Days Ago
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Stonepath is Hiring a Client Services Associate (Seeking Banking Industry Experience!) Near Dallas, TX

Title: Client Services Associate (Seeking Banking Industry Experience!)

Type: Full-time / Uptown Dallas Area

Compensation: 50k - 60k Fully Paid Comprehensive Benefits

Requirements: 3 Years of Customer Service/Experience, Secretary/Executive Assistant experience, Exceptional Communication Skills, Detail Oriented and ability to work independently

Bonus Points: Commercial Banking Experience, Knowledge of ACH Wire Transfers, and Working Knowledge of IBS Core Product (FIS Experience is Ideal!)

Headquartered in Dallas, we are seeking a highly skilled Controller to join one of Texas's top-performing, technology-driven banks. With a federal charter and a strong national presence, our bank leverages state-of-the-art online tools to serve customers nationwide. As a community bank approaching $1 billion in assets, we are fully equipped to meet the needs of commercial clients across the country through our advanced online services.

Join us today to help build out our suite of online business banking products!

What you will need:

  • 3 years in a Customer Service Oriented Role
  • Banking Experience is ideal, But Not Required
  • Exceptional Soft Skills (You Will be Assisting new and existing high-profile clients)
  • Ability to Facilitate a Team Environment

Bonus points if you have: Commercial Banking experience, Knowledge of ACH Wire Transfers, and Working Knowledge of IBS Core Products (FIS Experience is Ideal!)

What's In It for You:

  • 100% paid medical, dental, and vision
  • Competitive vacation and 401k plans
  • Ability to learn new skills, transition into new departments, and grow professionally
  • Knowledgeable and personable leadership

Job Summary

JOB TYPE

Full Time

SALARY

$42k-53k (estimate)

POST DATE

06/12/2024

EXPIRATION DATE

06/30/2024

HEADQUARTERS

SEATTLE, WA

SIZE

500 - 1,000

FOUNDED

1999

CEO

MARTIN MULLER-RMHELD

REVENUE

<$5M

INDUSTRY

Transportation

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Stonepath
Full Time
$106k-129k (estimate)
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Stonepath
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4 Days Ago
Stonepath
Full Time
$112k-154k (estimate)
4 Days Ago

The following is the career advancement route for Client Services Associate (Seeking Banking Industry Experience!) positions, which can be used as a reference in future career path planning. As a Client Services Associate (Seeking Banking Industry Experience!), it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate (Seeking Banking Industry Experience!). You can explore the career advancement for a Client Services Associate (Seeking Banking Industry Experience!) below and select your interested title to get hiring information.

300 TBK Bank, SSB
Full Time
$48k-62k (estimate)
1 Week Ago
Parallel Advisors
Full Time
$82k-105k (estimate)
3 Weeks Ago

If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Services Associate job description and responsibilities

A client service associate works as a financial assistant and financial advisor to clients.

02/03/2022: Oklahoma City, OK

Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.

03/03/2022: Brownsville, TX

Client services representatives manage client relationships and provide customer support.

03/31/2022: Pierre, SD

A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.

01/29/2022: Bridgeport, CT

Provided daily financial transaction services for clients while delivering excellent customer care.

03/18/2022: Lincoln, NE

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Services Associate jobs

These positions require familiarity with customer services tools and programs.

04/05/2022: Washington, DC

Client services associates also should have strong math, time management and critical thinking skills.

01/22/2022: Pine Bluff, AR

These associates provide administrative and client support to financial advisers.

03/03/2022: Jacksonville, FL

Client Services Associate must be excellent communicators capable of leading a team.

02/25/2022: Jackson, MS

And strong client relations skills are key to building and maintaining long-lasting business relationships.

01/26/2022: Provo, UT

Step 3: View the best colleges and universities for Client Services Associate.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College
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