715 Associate Client Advisory jobs in Dallas,TX

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Call Center Representative - Life Insurance

Sellors Agencies - Addison, TX

Call Center Representative - Life Insurance

Paid Relocation to Addison, TX

RemoteFlexible Schedule

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Tax Expert - TurboTax Store

Intuit

Fort Worth, TX 76104

~ 44 min OnsiteUrgently HiringBilingual Preferred

An active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)
Active Preparer Tax Identification Number (PTIN) as required by law to file taxes
Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software
Familiarity with Circular 230
Full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons
Must reside within the United States
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds

SmartExplore AI is experimental.

Recommended

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Client Relationship Rep - Hybrid, Commission-Based

Sellors Agencies

Arlington, TX 76010

Paid Relocation to Arlington, TX

RemoteFlexible 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
State and federal laws require licensing to sell certain insurance products.
Ability to obtain a license is required

SmartExplore AI is experimental.

New, Posted 2 hours ago

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Associate General Counsel (Insurance Counsel)

USAA

Plano, TX 75023

RemoteFlexible ScheduleHealth InsurancePaid Time OffRetirement Benefit

Bachelor's Degree from an accredited school.
Juris Doctor degree from an accredited law school required.
Licensed and in good standing to practice law in one state or a territory of the USA
8 years of relevant experience with at least 7 years of experience as a practicing attorney.

SmartExplore AI is experimental.

Recommended

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Client Relationship Rep - Hybrid, Commission-Based

Sellors Agencies

Addison, TX 75001

Paid Relocation to Addison, TX

RemoteFlexible 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
State and federal laws require licensing to sell certain insurance products.
Ability to obtain a license is required

SmartExplore AI is experimental.

Recommended

Easy Apply

Customer Enrollment Associate

Everett and Associates

Dallas, TX 75217

OnsiteFlexible Schedule

State and federal laws require licensing to sell certain insurance products.
Ability to obtain a license is required.

SmartExplore AI is experimental.

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Experienced Tax Expert – In-Store

Intuit

Dallas, TX 75221

OnsiteBilingual Preferred

Active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)
Active Preparer Tax Identification Number (PTIN) as required by law to file taxes
Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software
Familiarity with Circular 230
Full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons
Must reside within the United States
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds

SmartExplore AI is experimental.

Recommended

Institutional Client Operations Analyst

Fisher Investments Careers

Dallas, TX 75217

New, Posted 3 hours ago

Recommended

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AVP, Client Development

Synchrony Financial

Dallas, TX 75221

Remote

Bachelor's degree or 5+ years of equivalent work experience in the Financial Services field.
Minimum of 3 years of experience in client management, program management, or business development, preferably within financial services, retail, or e-commerce industries.
Minimum of 3 years of project management experience.
Minimum of 2 years of experience in delivering formal communications to either senior business leaders or key external business partners.
Demonstrated ability to manage complex client relationships and balance multiple stakeholder priorities.
Strong project management skills, with experience leading cross-functional initiatives and driving projects through prioritization and governance processes.
Technical proficiency with collaboration and tracking tools such as SharePoint; ability to create and maintain detailed trackers and dashboards.
Ability to travel 20% of the time.
**Ability and flexibility to travel for business as required**

SmartExplore AI is experimental.

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