1,038 client service manager jobs at 352 companies in Wilmer, 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 Representative
Fort Worth, Texas, United States
OnsiteFull Time
Experienced client service professional who can greet clients, schedule appointments, process payments, manage records, explain services, and maintain a clean veterinary hospital.
Workday
3d
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Client Service Manager III - Family Office - Wealth Client Experience
Westlake or San Francisco
$79k-$153k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5 years of financial services operations or service experience required. Series 7 required; Series 63 must be obtained within 90 days. Requires advanced MS Office knowledge and client service expertise.
Microsoft Office
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 Manager III - Family Office - Wealth Client Experience
Westlake or San Francisco
$79k-$153k/yr OnsiteFull Time
5+ YOEBachelor’s degree, 5 years of financial services operations or service experience, Series 7 required, Series 63 preferred and required within 90 days, advanced MS Office knowledge, and ultra-high-net-worth client experience.
Microsoft Office
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
2d
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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
2w
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Commercial Insurance Client Service Manager - Crane & Rigging
Fort Worth, Texas, United States
OnsiteFull Time
2+ YOETwo years of property and casualty servicing preferred. Active property and casualty license required, with employer assistance available. Proficiency in Microsoft Office and Applied Epic or similar account management systems.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Applied Epic, Account Management System (AMS)
1d
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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
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
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