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62 client operations specialist jobs at 47 companies in Texas

4d
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Specialist, Client Operations
Dallas or Austin or Oxford or Rochester
$46k-$54k/yr OnsiteFull Time
Cotality
Cotality: Provider of property intelligence, data, and analytics solutions.
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
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1mo
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Senior Specialist, Client Operations - CLO Reporting
Houston, Texas, United States
$59k-$95k/yr HybridFull Time
BNY
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
5+ YOEBachelor's degree or equivalent, 5+ years experience preferred in quantitative finance/structured finance, CLO or fixed-income reporting experience preferred, proficiency in VBA and SQL, financial modeling and analytics experience.
VBA, SQL
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1mo
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Operations - Operations Specialist
Austin, Texas, United States
OnsiteFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
1+ YOEBachelor's degree preferred,1–3 years experience in operations/project coordination or client service,proficiency with Microsoft Office (Excel,PowerPoint,Teams),familiarity with CRM/fintech systems.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Redtail, Salesforce, Black Diamond, Orion
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1w
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Operations Specialist
Westlake, Texas, United States
OnsiteTemporary
Fidelity Investments
Fidelity Investments: Financial services and investment management firm providing advisory solutions.
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
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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 & Schulte
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
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Investment Operations Client Support Specialist
Frisco, Texas, United States
$65k-$80k/yr HybridFull Time
Cain Watters & Associates
Cain Watters & Associates: Provider of specialized financial and accounting services for dental professionals.
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.
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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 Systems
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.
Monday.com, Jira, Zendesk
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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
Marsh McLennan
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
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2w
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Client Escalation Specialist
San Antonio, Texas, United States
OnsiteFull Time
SafeRide Health
SafeRide Health: Technology platform for non-emergency medical transportation services.
1+ YOEProvide escalation support for members and clients, oversee health plan authorizations, resolve complex service issues, perform quality monitoring, and produce operational reports.
call center software, workforce management applications, quality monitoring tools
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1w
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Client Onboarding Specialist
Austin, Texas, United States
HybridFull Time
Hub International
Hub International: Provides global insurance brokerage and risk management services.
5+ YOEBachelor's degree or equivalent experience; 5–7 years relevant experience required. Requires Microsoft Office proficiency, analytical and organizational skills, problem-solving, and retirement plan compliance knowledge.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, SunGard Relius, ASC, FIS, FIS Relius
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2d
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Treasury Management Operations Specialist (Client Support)
El Paso, Texas, United States
OnsiteFull Time
Sunflower Bank
Sunflower BankNASDAQ: FSUN: Provides full-service commercial, retail, and wealth management banking services.
3+ YOE5+ MgmtRequires 3 years of Treasury Management Client Support experience, strong client service and team leadership skills, Microsoft Office proficiency, and technical troubleshooting ability; 5 years supervisory experience preferred.
Microsoft Office, Microsoft Excel, Microsoft Word
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6d
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TM Client Support Specialist
Port Saint Lucie or McKinney or Charlotte
RemoteFull Time
SouthState Bank
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.
Microsoft Office
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1d
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Specialist, Bank Lending Operations
Westlake, Texas, United States
$33-$39/hr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
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.
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3w
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Client Data Specialist, Services and Onboarding
Chicago or Denver or Indianapolis or Austin
$65k-$80k/yr RemoteFull Time
Visible
Visible: Software platform for startup fundraising and investor relationship management.
1+ YOE1+ year working with financial/operational data, bachelor’s in finance/accounting/economics or related, strong Excel/Google Sheets skills, excellent communication, self-starter, experience with AI tooling or VC/PE is a plus.
Microsoft Excel, Google Sheets, Visible
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1mo
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Client Service Specialist
Plano, Texas, United States
OnsiteFull Time
BOK Financial
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.
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1mo
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Senior Client Services Specialist, Family Office
California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yr HybridFull Time
Aldrich
Aldrich: Provides accounting, tax, wealth, and business advisory services.
5+ YOE5+ years client service or operations experience in wealth management supporting HNW/UHNW clients; experience with RIA custodians (Charles Schwab), account administration, alternative investment operations, CRM/portfolio systems, and Microsoft Office; strong communication and organization.
Charles Schwab Advisor Center, CRM, Microsoft Office, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe
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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.
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1mo
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Retirement Plan Operations Onboarding Specialist
Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana
RemoteFull Time
Benetrends Financial
Benetrends Financial: Provides funding and retirement solutions for entrepreneurs and franchises.
Organized, detail-oriented specialist to coordinate ROBS onboarding: client communication, documentation review, stock issuance support, SBA lender packages; Microsoft Office and CRM proficiency; financial services/onboarding experience preferred.
Microsoft Office, CRM
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2d
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Sr. Specialist, Operation Services
Rochester or Dallas
$49k-$66k/yr OnsiteFull Time
Cotality
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.
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2mo
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CCAS Client Services Specialist/Caseworker
Wichita Falls, Texas, United States
$16-$20/hr OnsiteFull Time
Rolling Plains Management Corporation
Rolling Plains Management Corporation: Provides social services, early education, and rural transportation.
3+ YOEHigh school diploma/GED with 3+ years experience in child care/customer service or Bachelor’s in child development/early childhood; eligibility determination experience helpful; Microsoft Office experience; bilingual (English/Spanish) helpful; valid Texas motor vehicle operator permit, reliable transportation, able to pass drug and criminal backgro...
Microsoft Office Suite
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