927 client service manager jobs at 328 companies in Princeton, TX
3w
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Client Service Manager
McKinney, Texas, United States
$100k-$110k/yr OnsiteFull Time
5+ YOERequires 5+ years in financial services, wealth management or financial planning operations, Salesforce expertise, Orion and eMoney proficiency, strong organization and communication skills; bachelor's degree and Series 65 preferred.
Orion, Salesforce, eMoney, Microsoft Teams
2w
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Client Service Manager - Plano, TX
Plano, Texas, United States
$60k-$70k/yr OnsiteFull Time
Requires strong organization, communication, follow-through, client-service judgment, CRM and Microsoft Office/Excel proficiency, and ability to manage high task volume. Financial-services experience preferred.
Redtail CRM, Microsoft Office, Microsoft Excel, Charles Schwab, AE Wealth, eMoney, CRM, AI
4d
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Bilingual Client Service Manager
Fort Worth or White Settlement or Lake Worth or Haltom City or Dallas
FieldFull Time
3+ YOE1+ MgmtRequires 3+ years of customer service experience, Salesforce proficiency, strong communication, and deadline management. A bachelor's degree is preferred; 1+ year of management experience is preferred.
Salesforce
1w
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Client Service Manager II - Clearing Client Management - Wealth Client Experience
Smithfield or Jersey City or Westlake
$66k-$125k/yr OnsiteFull Time
10+ YOERequires 10+ years of brokerage operations or service experience, client-facing experience, and strong relationship, project management, problem-solving, consulting, and industry knowledge skills. Bachelor's degree and Series 7 preferred.
1w
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Client Service Manager II - Clearing Client Management - Wealth Client Experience
Smithfield or Jersey City or Westlake
$66k-$125k/yr OnsiteFull Time
10+ YOERequires 10+ years of brokerage operations or service experience, client-facing and relationship-building skills, project execution ability, problem-solving expertise, and brokerage industry knowledge; bachelor's degree and Series 7 preferred.
2mo
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Client Service Coordinator
Plano, Texas, United States
$15-$20/hr OnsitePart Time
Providing professional client and pet service, managing client flow, completing documentation and transactions, promoting wellness plans and hospital services, scheduling appointments, and performing basic administrative and cash-handling tasks.
4d
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Client Service Coordinator
Little Elm, Texas, United States
$15-$20/hr OnsitePart Time
Coordinates client and pet flow, provides exceptional service, educates clients about pet health and wellness plans, manages documentation, finances, prescriptions, retail sales, and appointments.
2mo
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Client Service Lead
Northlake, Texas, United States
OnsiteFull Time
3+ YOEHigh school diploma/GED and 3+ years client service experience; strong problem solving, documentation, freight forwarding knowledge, conflict resolution, and team leadership skills required.
1w
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Client Service Associate
Plano, Texas, United States
OnsiteFull Time
3+ YOERequires 3+ years of client-facing experience, data analytics and change management experience, project execution, management reporting, communication, presentation, negotiation, and organizational skills. Treasury Services knowledge preferred.
Zoom, Google G Suite, Microsoft Office
2w
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Client Service Administrator
Denver or Folsom or Sacramento or Addison or Houston
$75k-$85k/yr HybridFull Time
3+ YOERequires strong client service, communication, organization, problem-solving, analytical, multitasking, mentoring, and Microsoft Office, CRM, and document management system proficiency; 3–5 years of financial services experience preferred.
Microsoft Office, Client Relationship Management (CRM), Document Management
1mo
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Senior Client Service Manager, Personal Choice Retirement Accounts
Westlake or Richfield or Omaha
$34-$43/hr HybridFull Time
5+ YOE5+ years experience in financial services with retirement/recordkeeping; 3+ years client-facing; bachelor's degree or equivalent; strong client service, communication, analytical, and digital skills.
Microsoft Word, Microsoft Excel
1mo
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Client Service Manager - Abilene, TX
Abilene or Grand Prairie
FieldFull Time
Local to Abilene area; valid driver’s license and reliable transportation; strong customer service and organizational skills; knowledge of health care procedures; LPN or CPhT preferred.
1mo
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Receptionist - Client Service Specialist
Bedford, Texas, United States
OnsiteFull Time
High school diploma/GED, computer proficiency, age 18+, customer service skills for appointment management and client interactions.
1mo
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Manager, Client Services
Plano, Texas, United States
OnsiteFull Time
5+ YOEAssociate's degree required, 5+ years client services/project planning experience, proficiency with Microsoft Word/Excel and Jira/Confluence, strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Jira, Confluence
3d
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Client Service Coordinator
Plano, Texas, United States
HybridFull Time
High school diploma required; professional client-focused experience preferred. Requires strong organization, communication, discretion, time management, and Microsoft Office Suite and CRM proficiency.
Microsoft Office Suite, Microsoft Word, Microsoft Outlook, Microsoft Excel, CRM
1mo
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Client Service Analyst
Allen, Texas, United States
OnsiteFull Time
2+ YOECollege degree, 2–3 years experience (ecommerce/direct-to-consumer preferred), strong communication, business analysis, Excel/Word/PowerPoint skills, and ability to manage client communications and produce reports.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2d
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Client Partnership Assistant Manager
Dallas or Dallas or Texas or United States
$50k-$63k/yr HybridFull Time
1+ YOERequires 1–2 years of client service or project management experience in advertising or a related field, with skills in client management, scheduling, budgeting, production workflows, communication, and multitasking.
Microsoft Office 365, Google Docs, Microsoft PowerPoint, Keynote, Acrobat Professional, Smartsheet, Adobe Photoshop
2mo
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Premier Client Service Specialist
Jersey City or Dallas
$70k-$120k/yr OnsiteFull Time
3+ YOESeries 7 & 63 required, 3+ years in financial services with private banking/wealth management or HNW client experience; strong market knowledge, commercial acumen, and client service skills; ability to learn trading platforms.
1mo
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Client Success Manager
Dallas, Texas, United States
OnsiteFull Time
2+ YOE2–4 years in client success/account management at cloud/MSP/IT services, owns client relationships, delivery outcomes, QBRs, strong communication and client-facing skills.
Microsoft Azure, Entra ID, M365, Modern Workplace, SharePoint, Intune, Perplexity, Copilot, Zoho
3mo
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Client Service Manager - Abilene, TX
Grand Prairie, Texas, United States
OnsiteFull Time
Local to Abilene, TX area; LPN license preferred; Certified Pharmacy Technician license preferred; Long Term Care pharmacy experience preferred; valid driver’s license and transportation; ability to work independently and with teams.
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