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22 client operations specialist jobs at 20 companies in Arlington, TX

1mo
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Client Arrangements Specialist
Chicago or Austin or Atlanta or Wilmington or San Francisco or Dallas or Houston or Silicon Valley or New York City or Los Angeles or Boston or Washington or Miami
$59k-$90k/yr OnsiteFull Time
McDermott Will & Emery
McDermott Will & Emery: Global law firm advising businesses, institutions and individuals on complex commercial, tax, healthcare and private-capital matters.
Bachelor's degree required. Proficiency with Microsoft Office, experience with electronic billing systems preferred. Strong communication, analytical, client service, organizational skills and attention to detail.
Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Aderant Expert, Rate Hierarchy
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1mo
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Client Services Specialist
Indianapolis or Plano or Columbia or New Orleans or United States
HybridFull Time
Selerix
Selerix: Benefits administration software provider serving employers, brokers, and carriers with enrollment, ACA compliance, and employee engagement tools.
0+ YOE0–2 years administrative/operations experience, strong attention to detail, clear written communication, comfort with technology, ability to follow defined processes and SLAs.
Monday.com, Jira, Zendesk
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1mo
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Client Financial Specialist
Chicago or San Antonio or Houston or Dallas or Cleveland or Grand Rapids or St. Louis or Austin or Columbus or New Orleans or Minneapolis or Pittsburgh
HybridFull Time
Marsh
MarshNYSE: MRSH: Marsh Risk is a private global insurance broker and risk advisor serving businesses, governments, professional organizations, and individuals.
Experience in client invoicing or financial operations in insurance/financial services; strong Excel and Outlook skills; analytical, organizational, and communication abilities; bachelor’s degree preferred.
Microsoft Office, Microsoft Excel, Microsoft Outlook
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2w
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TM Client Support Specialist
Port Saint Lucie or McKinney or Charlotte
RemoteFull Time
SouthState Bank
SouthState BankNYSE: SSB: Regional financial institution providing banking and wealth management services.
2+ YOEHigh school diploma or equivalent and 2 years of related experience in treasury management, commercial call center, client service, or operations. Requires MS Office expertise, English proficiency, communication, and problem-solving skills.
Microsoft Office
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1mo
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Client Service Specialist
Plano, Texas, United States
OnsiteFull Time
BOK Financial Securities, Inc.
BOK Financial Securities, Inc.NASDAQ: BOKF: Diversified regional financial services holding based in Oklahoma.
3+ YOERequires FINRA Series 7 and Series 63 or 66, bachelor's degree in finance/economics preferred, 3+ years investment sales/operations experience, knowledge of bonds and banking practices, strong PC and communication skills.
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3d
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Specialist, Client Service Management
Dallas, Texas, United States
$52k-$126k/yr OnsiteFull Time
BNY Wealth
BNY WealthNYSE: BNY: A global financial services platform at the heart of the world's capital markets.
0+ YOEBachelor’s degree or equivalent related education and experience preferred, with 0–2 years in operations or client services. Requires communication, collaboration, organization, attention to detail, and problem-solving skills.
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4d
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Field Operations Specialist
Michigan or Dallas
$67k-$79k/yr HybridFull Time
Interpublic Group
Interpublic GroupNYSE: IPG: Global advertising and marketing services holding.
Requires autonomous territory management, client relationship development, data analysis, timely communication, organization, customer focus, resiliency, and adaptability; up to 75% travel is required.
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1w
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Sr. Specialist, Operation Services
Rochester or Dallas
$49k-$66k/yr OnsiteFull Time
Cotality
Cotality: U.S.-based private property data, analytics, and workflow solutions provider serving real estate, lending, insurance, and government professionals.
5+ YOEHigh school diploma or GED required; bachelor's degree in business administration or operations management preferred. Requires 5+ years in client operations, property tax research, or mortgage data systems, plus advanced research and analytical skills.
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3w
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Cybersecurity Client Relationship & Sales Support Specialist
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$155k/yr HybridFull Time
Accenture
AccentureNYSE: ACN: Global professional services delivering 360° value.
3+ YOERequires 3+ years each in sales, cybersecurity, and project management, strong communication and executive presence, and a bachelor's degree or equivalent work experience.
Customer Relationship Management (CRM), Quarterly Business Review (QBR)
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3w
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Contractor-03
Dallas or Plano or Fort Worth
OnsiteContract
Mphasis
MphasisNSE/BSE: MPHASIS: A global provider of information technology and consulting services.
2+ YOERequires 2–5 years in banking, financial services, or client operations; client onboarding or account servicing experience; Microsoft Office proficiency; strong communication, organization, and problem-solving skills.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook
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3w
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Advisor Onboarding Specialist
Dallas, Texas, United States
$79k-$107k/yr HybridFull Time
Altruist
Altruist: Private fintech wealth platform and self-clearing custodian providing integrated tools for independent financial advisors.
4+ YOERequires 4+ years in implementation, onboarding, transitions, or client-facing operations; Series 7 and 63; wealth management expertise; project management; cross-functional influence; and Salesforce, Google Workspace, and Excel proficiency.
Salesforce, Google Workspace, Microsoft Excel
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1w
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Title Express Sales Support Specialist
Dallas, Texas, United States
$70k/yr RemoteFull Time
Copart
CopartNASDAQ: CPRT: Global provider of online vehicle auction and remarketing services.
2+ YOEBachelor’s degree or equivalent experience, 2–4 years in sales operations, client services, or process management, strong communication and analytical skills, and proficiency with data reporting and presentations.
Microsoft PowerPoint, Microsoft Excel, Power BI, Tableau
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1mo
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Financial Eligibility Specialist
McKinney, Texas, United States
$19/hr OnsiteFull Time
LifePath Systems
LifePath Systems: Collin County government authority providing mental health, substance use, and intellectual and developmental disability services to residents.
Complete and verify financial assessments, enter data into systems, communicate with clients and providers, and ensure compliance with UM, Medicaid, and TAC guidelines.
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4d
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Commercial Relationship Specialist
Dallas, Texas, United States
$49k-$60k/yr OnsiteFull Time
Regions Financial Corporation
Regions Financial CorporationNYSE: RF: Full-service financial institution offering banking, investment, and insurance services.
2+ YOEBachelor's degree and 2 years of banking or client support experience, or high school diploma/GED and 3 years of general banking experience. Requires Microsoft Office proficiency and advanced communication and organizational skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, OneView, Relationship Grouping Application (RGA)
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4d
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Property Administrative Specialist
Dallas, Texas, United States
OnsiteFull Time
JW Marriott
JW Marriott: Luxury hotel brand serving travelers through hotels and resorts centered on well-being.
Provides administrative support across hotel departments, coordinates with clients and vendors, maintains professional standards, and supports smooth hotel operations.
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1w
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Product Support Specialist
Miami or New York City or Denver or Dallas
$20-$31/hr RemoteFull Time
Rightway
Rightway: Private healthcare technology providing care navigation and pharmacy benefits management to employers and members.
Technical support, client onboarding, or healthcare/technology operations experience preferred. Requires organized problem-solving, accurate configuration, documentation, clear communication, and ability to work independently and escalate issues appropriately.
Single Sign-On (SSO), Client Implementation Hub (CIH), H1, ClearCost, Iterable
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2mo
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Senior Associate, Alternative Investment Specialist
Jacksonville or Dallas
HybridFull Time
SS&C Technologies
SS&C TechnologiesNASDAQ: SSNC: Global provider of financial services and healthcare technology solutions.
2+ YOEBachelor's in Finance, 2+ years in financial services or alternative investment operations, fund accounting knowledge, strong Excel (Pivot Tables, SUMIF, VLOOKUP) skills, and client-facing communication.
Microsoft Excel, Black Diamond, Salesforce, SS&C Accord
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3w
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Licensed Investment Phone Specialist - JPMorgan Wealth Management - Chicago, IL; Columbus, OH; Plano, TX; San Antonio, TX; Tempe, AZ
Chicago or Columbus or Plano or San Antonio or Tempe
$25-$34/hr HybridFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services and investment banking firm.
1+ YOEActive Series 7 and Series 63 registration, strong compliance record, client service and communication skills, ability to manage multiple priorities in a fast-paced environment.
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1mo
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Airline Support Specialist - Texas (Temp to Perm)
Fort Worth, Texas, United States
$22-$25/hr OnsiteFull Time
Accommodations Plus International
Accommodations Plus International: Private crew-accommodation technology and services provider helping airlines, rail, cruise lines, and sports teams manage lodging.
Customer-service experience; ability to process reservations, negotiate with vendors, resolve client issues, adapt to irregular operations, and achieve training certification.
ACES, Hotel Express, IHRS, GDS
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2mo
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Branch Administrative Supervisor
Houston or Dallas
OnsiteFull Time
Baird
Baird: Privately held, employee-owned financial firm serving clients with wealth management, investment banking, asset management and capital markets.
3+ YOERequires SIE, Series 7 and 63/65 or 66; 3+ years industry experience (Registered Client Specialist or comparable); supervisory experience preferred; high school diploma required, bachelor's preferred; strong organizational, communication, and analytical skills.
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