43 client services administrator jobs at 37 companies in Fulshear, TX
3d
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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
5d
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Office Administrator/Client Specialist
Austin or Wharton or Wharton County or Brazoria County or Matagorda County
OnsiteFull Time
1+ YOERequires 1+ year of customer service experience in social services or a related field, a valid driver's license with a clear record, daily vehicle access, and willingness to travel. Bachelor's degree preferred.
Salesforce
4w
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Client Services Coordinator (Bilingual)
Houston, Texas, United States
OnsiteFull Time
Bachelor's degree in Business/Finance required, bilingual (Spanish or Portuguese) required, strong communication, multitasking, and policy administration skills; proficiency with Microsoft Office, Teams, Webex, IBM AS400, AdminSeg, and SharePoint.
Microsoft Office, Microsoft Teams, Webex, IBM AS400, AdminSeg, Microsoft SharePoint
2mo
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Client Services Specialist II - Environmental Lab
Conroe or Reading
OnsiteFull Time
2+ YOE2+ years customer service or administrative experience; HS diploma; MS Office proficiency; able to handle multiple priorities; lab operations familiarity a plus.
Microsoft Office Suite (Word, Excel, Outlook)
1w
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Client Associate
Houston, Texas, United States
OnsiteFull Time
High school diploma, client service experience, strong communication and attention to detail, proficient with Microsoft Office.
Microsoft Office
4w
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Branch Office Administrator
Hempstead, Texas, United States
$24-$26/hr OnsiteFull Time
Provides client service, account administration, scheduling, correspondence, marketing support, business planning, and operational assistance; requires computer literacy and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Client Service Coordinator - 001422
Houston, Texas, United States
$15-$20/hr OnsitePart Time
Part-time Client Service Coordinator with strong communication, multi-tasking, client service, and administrative skills; experience in veterinary or healthcare setting preferred.
1w
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Branch Office Administrator - Houston, TX
Houston, Texas, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver exceptional client service, manage account transactions and documentation, support marketing and office operations; proficiency with MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
0+ YOEProvides high-quality client service, manages client expectations, executes transactions (money movement, beneficiary administration, security transfers), uses digital tools, and collaborates with internal partners. Bachelor\u0002s degree typically required; <1 year professional experience.
1mo
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; detail-oriented, advanced Microsoft Office skills, willingness to obtain securities registrations (Series 7/63/65/66).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
4d
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Client Support Liaison
Houston, Texas, United States
$26-$39/hr HybridFull Time
5+ YOEHigh school diploma, 5+ years in a client service-driven environment, administrative experience, Microsoft Office and Excel proficiency, strong communication, organization, and problem-solving skills.
Microsoft Office, Microsoft Excel, Suralink, TaxCaddy, SafeSend, CCH Axcess, Axcess Tax Returns
1mo
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Client Specialist
Houston, Texas, United States
OnsiteFull Time
2+ YOERequires 2+ years of industry or administrative experience, active SIE, Series 7, and Series 66 or Series 63 plus Series 65 licenses, Microsoft Office proficiency, communication, organization, accuracy, and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), LinkedIn, X
2mo
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Client Service Manager
Houston, Texas, United States
OnsiteFull Time
2+ YOE2+ years project management experience; experience in benefits administration and client consulting; strong MS Office and JIRA skills; people management; financial and project management; bachelor’s degree preferred.
Microsoft Office, JIRA
3mo
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VCA Spring Animal Hospital is seeking a Part Time Experienced Client Service Representative
Spring, Texas, United States
OnsitePart Time
Part-time, experienced client service representative with customer service and administrative skills.
1mo
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CDS Client Advocate Specialist
Houston, Texas, United States
$15/hr OnsiteFull Time
1+ YOEPayroll/call-center or administrative experience preferred (1+ year); excellent customer service, verbal/written communication, attention to detail, confidentiality, problem-solving, and data-entry accuracy required.
1mo
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Registered Client Service Associate
Houston, Texas, United States
OnsiteFull Time
2+ YOE2+ years investment industry experience, knowledge of administrative procedures, securities regulations, strong communication, and customer service; Series 7 and 63 or 66 required; proficient with Microsoft Office and Excel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Client Service Associate (The Woodlands, TX) Bilingual Requirement)
The Woodlands, Texas, United States
OnsiteFull Time
Provides administrative support to Financial Advisors, handles client interactions, processes transactions, opens accounts, uses CRM and Microsoft Excel; high school diploma required; 1+ year securities or related experience preferred.
CRM, Microsoft Excel
2w
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Administrative Client Coordinator
Houston, Texas, United States
RemoteFull Time
Organize travel details and itineraries, maintain records, communicate clearly, work independently in a remote environment; training provided.
3w
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Director - Retirement Plan Services
Birmingham or Houston or Memphis or Atlanta or Florida
OnsiteFull Time
7+ YOE1+ MgmtLeadership in qualified retirement plan sales/administration, ERISA knowledge, team management, strategic growth, and client relationship skills.
1d
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Customer Managed Services - Senior Manager
Houston or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbia or Columbus or Dallas or Rochester or Rosemont or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Seattle or Spartanburg or Albany or Stamford or Tampa or Toledo or Austin or Tulsa or Washington or Denver or Des Moines or Detroit or Boca Raton or Buffalo or Florham Park or Fort Worth or Greensboro or Hartford or Indianapolis or Grand Rapids or Irvine or Jacksonville or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Fayetteville or Melville or Milwaukee or Minneapolis or Montpelier or Nashville or New Orleans or New York City or Philadelphia or Phoenix or Pittsburgh or Portland
$124k-$280k/yr OnsiteFull Time
7+ YOEBachelor's degree and 7+ years' experience; Salesforce Administration and Lightning proficiency, business process modeling, systems project management, client consulting, analytical thinking, and team leadership.
Salesforce, Salesforce Administration, Salesforce Lightning
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