23 client operations specialist jobs at 21 companies in DeSoto, TX
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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/yrOnsiteFull Time
McDermott Will & Schulte: Global law firm providing legal and transactional advisory services.
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
Indianapolis or Plano or Columbia or New Orleans or United States
HybridFull Time
Selerix Systems: Software for benefits administration and employee enrollment management.
0+ YOE0–2 years administrative/operations experience, strong attention to detail, clear written communication, comfort with technology, ability to follow defined processes and SLAs.
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 McLennanNYSE: MRSH: Provides global insurance brokerage, risk management, and professional consulting services.
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
SouthState BankNASDAQ: SSB: Regional bank providing commercial and personal financial 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.
BOK FinancialNASDAQ: BOKF: Provides commercial, consumer banking, and wealth management services.
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.
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
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.
Omnicom GroupNYSE: OMC: Global holding providing marketing and communication services.
Requires autonomous territory management, client relationship development, data analysis, timely communication, organization, customer focus, resiliency, and adaptability; up to 75% travel is required.
Cotality: Provides property data, analytics, and workflow intelligence solutions.
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.
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/yrHybridFull Time
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)
MphasisNational Stock Exchange of India / Bombay Stock Exchange: MPHASIS / 526299: Provider of IT consulting and digital transformation 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
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.
CopartNASDAQ: CPRT: Provides global 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
LifePath Systems: Provides community behavioral health and developmental disability services.
Complete and verify financial assessments, enter data into systems, communicate with clients and providers, and ensure compliance with UM, Medicaid, and TAC guidelines.
Regions BankNYSE: RF: Provides retail, commercial banking, wealth management, and mortgage 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)
Marriott InternationalNASDAQ: MAR: Operates and franchises a global network of hotels and resorts.
Provides administrative support across hotel departments, coordinates with clients and vendors, maintains professional standards, and supports smooth hotel operations.
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
Senior Associate, Alternative Investment Specialist
Jacksonville or Dallas
HybridFull Time
SS&C TechnologiesNasdaq: SSNC: Provides software and technology for financial and healthcare sectors.
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
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/hrHybridFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
Accommodations Plus International: Provides crew accommodation and travel logistics technology solutions.
Customer-service experience; ability to process reservations, negotiate with vendors, resolve client issues, adapt to irregular operations, and achieve training certification.
IBM Consulting: IBM's consulting division provides strategy, technology, operations and AI transformation services to businesses and governments worldwide.
High school diploma/GED required; bachelor's preferred. Requires business-to-technology translation, quantitative analysis, client collaboration, documentation, and willingness to travel up to 100%.
Oracle Cloud, Oracle, SQL, IBM Design Thinking, IBM Consulting badges