24 client operations specialist jobs at 20 companies in Melissa, TX
4d
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Specialist, Client Operations
Dallas or Austin or Oxford or Rochester
$46k-$54k/yr OnsiteFull Time
6+ YOEHigh school diploma/GED required; bachelor's preferred. Requires 6+ years in client operations, mortgage servicing, property tax research, or high-volume data infrastructure, plus SME, analytical, troubleshooting, communication, and project management skills.
Zoom, Microsoft Teams
1w
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Operations Specialist
Westlake, Texas, United States
OnsiteTemporary
2+ YOEBachelor’s degree and 2+ years in account opening, client onboarding, or financial services operations; requires accuracy, communication, troubleshooting, Excel, MS Office, and financial systems experience.
Salesforce, Wealthscape, Microsoft Excel, Microsoft Office
4w
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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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Investment Operations Client Support Specialist
Frisco, Texas, United States
$65k-$80k/yr HybridFull Time
2+ YOEBachelor's in business-related field, 2+ years investment experience (alternative investments required), experience with ultra-high-net-worth clients, strong attention to detail and communication.
1mo
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Client Services Specialist
Indianapolis or Plano or Columbia or New Orleans or United States
HybridFull Time
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
3w
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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
6d
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TM Client Support Specialist
Port Saint Lucie or McKinney or Charlotte
RemoteFull Time
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
1d
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Specialist, Bank Lending Operations
Westlake, Texas, United States
$33-$39/hr OnsiteFull Time
1+ YOERequires 1–3 years of client service or operations experience, banking regulation knowledge, ability to learn systems, manage multiple tasks, and work cross-functionally.
1mo
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Client Service Specialist
Plano, Texas, United States
OnsiteFull Time
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.
4w
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Client Relations Specialist (78323)
Dallas or Dallas
OnsiteFull Time
Texas Security Bank: Commercial banking services for independent business owners.
0.5+ YOEHigh school diploma/GED, ~6 months cash-handling and customer service experience (preferably banking), strong communication, multitasking, attention to detail, and knowledge of banking compliance and operational policies.
2d
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Sr. Specialist, Operation Services
Rochester or Dallas
$49k-$66k/yr OnsiteFull Time
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.
2w
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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)
2w
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Contractor-03
Dallas or Plano or Fort Worth
OnsiteContract
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
1w
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Advisor Onboarding Specialist
Dallas, Texas, United States
$79k-$107k/yr HybridFull Time
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
4d
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Title Express Sales Support Specialist
Dallas, Texas, United States
$70k/yr RemoteFull Time
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
1mo
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Senior Commerce Specialist
Baltimore or Toronto or Rogers or Dallas or New York or Chicago
$62k-$72k/yr HybridFull Time
2+ YOE2+ years eCommerce, client management, digital marketing or data analysis; strong paid search/DSP skills; deep marketplace knowledge; advanced Excel and PowerPoint; excellent communication and presentation.
Amazon, Walmart, Target, DSP, Sponsored Ads, Microsoft Excel, PowerPoint
4w
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Financial Eligibility Specialist
McKinney, Texas, United States
$19/hr OnsiteFull Time
Complete and verify financial assessments, enter data into systems, communicate with clients and providers, and ensure compliance with UM, Medicaid, and TAC guidelines.
17h
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Product Support Specialist
Miami or New York City or Denver or Dallas
$20-$31/hr RemoteFull Time
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
2mo
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Senior Associate, Alternative Investment Specialist
Jacksonville or Dallas
HybridFull Time
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
2w
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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
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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