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Account Manager Client Services

Dallas,TX

2268 Account Manager Client Services jobs in Dallas,TX

Featured Opportunity
Ramos Agencies Logo

Ramos Agencies - Fort Worth, TX

Client Relationship Manager - No Experience Required
$75,000-$95,000/yr
~ 44 min OnsiteBilingual Preferred
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International Private Client Adviser (US Based) - Canadian Clients

Fisher Investments

Garland, TX 75040

~ 26 min OnsiteHealth InsurancePaid Time OffRetirement Benefit

This role offers uncapped performance-based compensation
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
CFA Level 1 or above
2+ years experience working in financial services
CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
Bachelor's degree
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Advertising Operations Specialist

Spectrum

Dallas, TX 75240

Onsite

Comprehensive pay and benefits package
Proficiency in Microsoft Office, especially Excel, Word and Outlook
Understanding of general ad sales order entry practices
Skilled in reading, analyzing and interpreting business periodicals, journals, technical procedures and regulations
Proficient in writing reports, business correspondence and procedure manuals
Bachelor's degree or equivalent work and/or education experience
Experience working in an office environment highly preferred
Experience in Media a plus
Familiarity with traffic systems and sales automation software a plus
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International Private Client Adviser (US Based) - Canadian Clients

Fisher Investments

Dallas, TX 75221

OnsiteHealth InsurancePaid Time OffRetirement Benefit

This role offers uncapped performance-based compensation
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
CFA Level 1 or above
2+ years experience working in financial services
CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
Bachelor's degree
New, Posted 14 hours ago
Private Wealth Advisor (Private Client - Personal Strategy) - Dallas area

Empower

Dallas, TX 75204

RemoteFlexible ScheduleEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

$87,400.00 - $123,400.00
Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Other necessary computer equipment, will be provided.
Bachelor Degree in Business or related discipline or equivalent experience
5+ years related work experience in financial services and client experience
FINRA Series 65 required
FINRA fingerprinting required
Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems
Must reside within territory
You will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
The Ideal Candidate lives and is excited to meet with clients in the Dallas Texas area
Prior experience as a high performing Advisor & Planner in the Personal Strategy solution
CFP preferred
New, Posted 14 hours ago
Private Wealth Advisor (Private Client - Personal Strategy) - Dallas area

Empower

Dallas, TX 75203

RemoteFlexible ScheduleEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

$87,400.00 - $123,400.00
Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Other necessary computer equipment, will be provided.
Bachelor Degree in Business or related discipline or equivalent experience
5+ years related work experience in financial services and client experience
FINRA Series 65 required
FINRA fingerprinting required
Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems
Must reside within territory
You will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
The Ideal Candidate lives and is excited to meet with clients in the Dallas Texas area
Prior experience as a high performing Advisor & Planner in the Personal Strategy solution
CFP preferred
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Business Account Executive

Spectrum

Dallas, TX 75228

Onsite

This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future.
Bachelor's degree in business, marketing or related field, or equivalent years of experience
2+ years of sales experience or 2+ years of telecom or technical industry experience
Ability to read, write, speak and understand English
Valid and active State driver's license with safe driving record
Reliable personal vehicle
Car insurance
Business to business outside sales experience, exceeding goals, in either telecommunications or technical industry preferred
Experience utilizing CRM systems (SalesForce)
Experience with Microsoft Office (Excel, Word, PowerPoint, Outlook)
Recommended
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Specialty Account Specialist (Immunology) Dallas, TX

Disability Solutions

Dallas, TX 75215

New, Posted 7 hours ago
Manager Information Services - Application and Data Integration

CHRISTUS Health

Irving, TX 75039

~ 22 min Onsite

May be required to work outside of normal working hours.
May be required to work long hours during critical problems or implementations.
8AM - 5PM Monday-Friday
Full Time
Bachelor's Degrees in Computer Science, Management Information Systems, business or related field
Financial skills related to budgeting, forecasting, and managing multi-million-dollar departmental budgets.
Strong knowledge of major healthcare information system(s).
3+ years of experience in Information Technology leadership role.
Experience in providing and managing customer support in a highly matrixed organization.
Ability to work on multiple and complex projects.
Easy Apply
Benefits Sales Representative - Hybrid

Sellors Agencies

Fort Worth, TX 76137

~ 44 min OnsiteFlexible Schedule

This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance.
Full-time role that has flexible hours
Ability to obtain a license is required.

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Telephone Screener (Remote)

Serur Organization

Dallas, TX

Remote

Unlimited Earning Potential
Continuous learning and development opportunities
Full-time
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