Client Service/Accounting Associate
at Delta Dallas

Date Posted: 9/4/2019

Job Description

Outstanding opportunity to join Client Service team for leading wealth advisory firm in Preston Center/Dallas. As a Client Service Associate, you will work closely with the financial planning team to ensure clients needs are met. Responsibilities will include; payment of bills for each of your clients in your book of business, reconciling of accounts, some clerical tasks such as setting up/disconnecting utilities, vendor communication and other light administrative functions.


If you are a 'get it done' task oriented person, who is highly organized, has fantastic attention to detail and are looking for a stable, established company with a wonderful group of people/mentors, this is the perfect opportunity!

Job Requirements

Successful candidate profile:


  • Associates or Bachelor's degree preferred/not required
  • Strong aptitude for Math and Accounting related functions
  • Quicken or Quick Book's experience a plus
  • Proficiency with MS Office
  • Excellent communication skills and extraordinary client service attitude
  • Able to prioritize work and meet deadlines
  • Outstanding standards of professionalism, ethics and integrity

Job Snapshot

  • Employee Type: Full-Time
  • Location: Dallas, TX
  • Job Type: Accounting
  • Experience: Not Specified
  • Date Posted: 9/4/2019

About Us

Delta Dallas helps companies succeed by providing leadership and staffing expertise through customized recruiting programs. Our staffing solutions include administrative, accounting, and financial roles, as well as workforce management, workforce analytics, and skills-based training solutions. Beyond filling positions, we're committed to bringing employers and employees together for a more productive future.

Delta Dallas' award-winning team was recently recognized by the Texas Association of Personnel Consultants (TAPC) as the number one Temporary/Contract Service Administrative Team and number one in the Highest Revenue Increase category by the National Independent Staffing Association (NISA). For over 30 years, Delta Dallas has provided innovative staffing solutions for hundreds of companies in the Dallas/Fort Worth area.

Whether you're looking for full-time or supplemental (temporary) employment, better pay or more responsibility, or just a change of scenery- we can help you find the opportunity that's right for you. Our recruiters and staffing specialists will connect you with great companies and provide you with the resources and opportunities to help you achieve success. 

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