16 client operations specialist jobs at 10 companies in Bellaire, TX
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Senior Specialist, Client Operations
Houston, Texas, United States
$59k-$110k/yr OnsiteFull Time
5+ YOEBachelor’s degree in business, finance, or related field; 5–7 years in corporate trust or financial services; trade processing, reconciliation, client service, and people management experience required.
AI
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
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
1mo
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Specialist, Client Processing II
Houston, Texas, United States
$52k-$95k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent, 3+ years experience preferred, strong analytical and communication skills, knowledge of loans and reconciliations, ability to review and resolve client account issues.
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
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
1mo
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Specialist, Client Service Management
Houston, Texas, United States
$52k-$85k/yr OnsiteFull Time
0+ YOEBachelor's degree or equivalent, 0-2 years operational or client services experience preferred, strong client service orientation, communication, organization, and problem-solving skills.
2mo
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Senior Specialist, CLO Client Operations
Houston, Texas, United States
$59k-$100k/yr OnsiteFull Time
5+ YOEBachelor's degree or equivalent, 5-7 years experience, experience in CLO/structured finance preferred, financial modeling and data analytics experience, proficiency in VBA and SQL, strong communication and analytical skills.
VBA, SQL
2mo
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Senior Specialist, Client Operations - CLO Reporting
Houston, Texas, United States
$59k-$105k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years experience preferred in quantitative finance, CLO or structured finance; experience with financial modeling, valuation or data analytics; proficiency in VBA and SQL; strong communication and analytical skills.
VBA, SQL
1mo
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Senior Specialist, Client Service
Houston, Texas, United States
$59k-$102k/yr OnsiteFull Time
5+ YOEBachelor's degree or equivalent, 5+ years relevant experience preferred, operational/client service experience, supervisory experience training client representatives, strong problem-solving and judgment.
1mo
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Specialist, Client Processing Representative II
Houston, Texas, United States
$52k-$95k/yr OnsiteFull Time
7+ YOEBachelor's degree or equivalent required; 7+ years preferred; strong critical thinking, reconciliations, transaction processing, loan/credit product knowledge, and communication; experience with loan processing systems.
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
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)
3mo
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Client Services Specialist II - Environmental Lab
Conroe or Reading
OnsiteFull Time
2+ YOE2+ years customer service or administrative experience; HS diploma; MS Office proficiency; able to handle multiple priorities; lab operations familiarity a plus.
Microsoft Office Suite (Word, Excel, Outlook)
1mo
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Healthcare Staffing Specialist (Operations)
Houston, Texas, United States
OnsiteFull Time
Build and manage client and healthcare professional relationships, coordinate staffing needs, support credentialing and placements, strong communication and organizational skills; staffing or customer-service experience preferred.
3w
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Wealth Support Specialist II (Houston, Texas)
Houston, Texas, United States
OnsiteFull Time
4+ YOEUndergraduate degree or 4+ years banking experience; strong banking, lending, commercial, and wealth management knowledge; Microsoft Office proficiency; excellent organization, communication, and client service skills; occasional overnight travel.
Microsoft Office
1mo
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Trading Support Specialist
Houston, Texas, United States
OnsiteFull Time
3+ YOE3+ years financial services experience (trading/error correction preferred). FINRA Series 7 and Series 66 required (or obtainable), Series 24 and 53 encouraged. Strong knowledge of securities operations, error resolution, and client communication.
1w
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Merger - Non-exempt
Houston, Texas, United States
OnsiteFull Time
1+ YOEBachelor’s degree or 4+ years relevant experience, plus 1+ year in banking operations, treasury support, or related client service. Banking, NACHA, ACH, fraud prevention, and treasury platform experience preferred.
ACH, CSV, NACHA, Positive Pay, BAI, KYC, AML
2mo
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Branch Administrative Supervisor
Houston or Dallas
OnsiteFull Time
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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