107 client experience coordinator jobs at 82 companies in Melissa, TX
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Client Experience Liaison
Dallas, Texas, United States
OnsiteFull Time
Northstar Memorial Group: Operates funeral homes, cemeteries, and crematories across the United States.
5+ YOEHigh school diploma/GED, 5+ years customer service or service coordination experience, Microsoft Office and database experience, strong telephone etiquette and professional communication.
Knowledge of employee benefits, intermediate Microsoft Office skills, experience with agency management systems and HR portals, valid driver license, Texas Life and Health license preferred or to be obtained within 60 days, ability to travel to clients (some air travel).
Microsoft Windows, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Publisher, Microsoft Excel
Front-desk patient support including check-in/out, scheduling, payments, product and service knowledge, strong written and verbal communication, proficiency with office software and electronic patient records; training provided.
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Providing professional client and pet service, managing client flow, completing documentation and transactions, promoting wellness plans and hospital services, scheduling appointments, and performing basic administrative and cash-handling tasks.
Las Vegas or Cheyenne or Draper or Las Vegas or Orlando or Dallas or Utah or Washington
$40k-$60k/yrHybridFull Time
Anderson Business Advisors: Provides asset protection and tax planning for business owners.
2+ YOEBachelor's in accounting/finance, 2+ years customer service experience, strong accuracy and multitasking, G Suite/Microsoft Word/Excel familiarity, ability to coordinate across departments and work independently.
G Suite, Microsoft Word, Microsoft Excel, Salesforce CRM
Jackson Walker: Provides comprehensive legal services to corporate and individual clients.
1+ YOEBachelor's degree,1+ years marketing or business development experience (legal preferred),strong written/verbal communication,project coordination,proficiency with PowerBI,Microsoft Word,PowerPoint,Excel,Outlook,AI and analytics platforms.
PowerBI, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Outlook
Risk Strategies: Specialty insurance brokerage and risk management advisory firm.
2+ YOEBachelor's degree in business/marketing (required), 2+ years account management or client services experience, strong communication, problem-solving, and organizational skills; ability to develop account plans and drive revenue.
Carrollton or Horsham Township or Columbus or Sparks or Clearwater
$18-$21/hrOnsiteFull Time
TridentCare: Provides mobile bedside diagnostic and laboratory services to patients.
1+ YOE1+ year relevant experience; proficiency with Microsoft Office; knowledge of medical terminology and customer service; strong time management, communication, and detail orientation.
Texas CapitalNASDAQ: TCBI: Provides commercial banking, wealth management, and personal financial services.
2+ YOEHigh school diploma, 2+ years in hospitality/corporate/event or client-facing roles, TABC certification, Microsoft Office proficiency, strong communication and organization, ability to lift 30 lbs and work outside normal hours.
Microsoft Outlook, Microsoft Excel, Microsoft Word
Deloitte: Provides professional audit, consulting, advisory, and tax services.
3+ YOE3+ years in hospitality/event operations or program coordination, Bachelor's degree, Microsoft Office and Salesforce experience, event logistics and vendor/contract support, ability to work occasional overtime, must be authorized to work in the US.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce
Mindful Health: Providing comprehensive mental health care via in-person and virtual services.
1+ YOEHigh school diploma, CPR certification,1+ year behavioral health or healthcare experience; customer service, Microsoft Office, HIPAA knowledge, insurance experience preferred.
S2S Functional Performance: Physical therapy and functional performance training facility.
2+ YOEFront-desk and scheduling experience, strong customer-service and communication skills, Microsoft Office proficiency, organization, adaptability, and 2+ years preferred in related roles.
Client Service – Transaction Coordinator - Analyst
Plano, Texas, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Experience in commercial/CRE lending operations or loan coordination, strong attention to detail, written and verbal communication, multitasking, analytical problem solving, proficiency in Microsoft Office and CREOS/Strategy, and ability to handle confidential information.
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CREOS/Strategy
Dallas or Las Vegas or Orlando or San Francisco or Chicago
$70k-$85k/yrHybridFull Time
Freeman: Design and production of live events and exhibitions.
3+ YOE3+ years corporate event sales/management experience, bachelor’s preferred. Strong client management, budgeting, estimating, vendor coordination, and proficiency with Salesforce and Microsoft applications.
Matter Family Office: Provides investment management and wealth planning for families.
7+ YOEMinimum 7 years in financial services with client-facing experience; financial planning and coordination skills across investments, insurance, estate planning, and cash flow; BA/BS required; CFP/CFA/CPA/MBA preferred.