71 client services administrator jobs at 49 companies in Melissa, 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
1d
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Sr Client Service Administrator - Stock Plan Services
Westlake or Phoenix
$36-$43/hr HybridFull Time
4+ YOEBachelor's degree or equivalent experience, strong organization and client-service judgment, Microsoft Office proficiency, and 4+ years preferred in customer service, financial services, benefits, or equity compensation.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Schwab EquiView
4w
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Client Services Coordinator
Dallas, Texas, United States
OnsiteFull Time
3+ YOEHigh school diploma and 3+ years administrative support experience; 2+ years real estate preferred; Microsoft Office and template editing skills; strong communication, problem-solving, and basic financial aptitude.
Microsoft Office Suite, Microsoft PowerPoint, InDesign
7h
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Client Care Administrator
Dallas, Texas, United States
$20-$28/hr OnsitePart Time
1+ YOEHigh school diploma or GED, 1+ year customer or sales experience, strong customer service, organization, communication, multitasking, and computer skills; medical office or aesthetic experience preferred.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Zenoti, Internet, POS systems
3w
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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
3h
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Manager Client Mail Services
Plano or United States
$85k-$145k/yr HybridFull Time
5+ YOERequires 5+ years in operations management with program management experience, team leadership, business administration, data analysis, project management, cross-functional collaboration, and a bachelor's degree in business or equivalent experience.
PowerBI, Tableau, Google Docs, Google Forms, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Excel
1mo
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Office Administrator
Madison or Dallas or Wisconsin
OnsiteFull Time
Provide front-desk client service, answer and screen calls, support agents with administrative tasks, coordinate appointments, perform data entry, maintain office records and supplies; organized and customer-focused.
2d
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Branch Office Administrator
Greenville, Texas, United States
$24-$26/hr OnsiteFull Time
Provides client service, account administration, scheduling, correspondence, marketing support, records maintenance, and operational assistance; requires computer literacy and ability to learn financial services technology.
MoneyGuide, Salesforce, 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.
1mo
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Branch Office Administrator - Greenville, TX
Greenville, Texas, United States
OnsiteFull Time
Provide exceptional client service, manage accounts and transactions, perform administrative and operational support, use MoneyGuide, Salesforce, and Microsoft Office; strong attention to detail and communication.
MoneyGuide, Salesforce, Microsoft Office
1w
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Client Service Coordinator
Little Elm, Texas, United States
$15-$20/hr OnsitePart Time
Provide client and pet reception, schedule and document visits, educate clients on wellness plans, handle invoices and retail sales, and perform administrative and cash-handling tasks.
1w
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ACCOUNT ADMINISTRATOR
Dallas, Texas, United States
OnsiteFull Time
1+ YOE1-2 years experience in account administration or client service; proficiency with Microsoft Office; strong attention to detail, communication, organizational and confidentiality skills; ability to process account transactions and meet deadlines.
Microsoft Office Suite
3d
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Client Success Coordinator
Addison, Texas, United States
OnsiteFull Time
1+ YOERequires 1–3 years in client success, customer service, account coordination, administration, or related work; strong communication, organization, problem-solving, and business-tool skills.
Microsoft Office, Google Workspace, CRM, Salesforce, HubSpot
1mo
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Client Service Associate - Dallas
Dallas, Texas, United States
OnsiteFull Time
1+ YOE1-4 years administrative experience (financial services preferred), undergraduate degree desired, proficiency in Microsoft Office (Word, Excel) and Salesforce, strong organization, problem-solving, and client service skills.
Microsoft Word, Microsoft Excel, Windows, Salesforce
1mo
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Registered Client Service Associate
Dallas, Texas, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; requires securities licenses (Series 7 and Series 66 or Series 63 and Series 65); strong Microsoft Office skills and client communication.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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RCM Client Coordinator
Sparks or Carrollton or Horsham Township or Columbus or Clearwater
$18-$21/hr OnsiteFull Time
1+ YOE1–3 years experience; advanced Microsoft Office, customer service, time management; some knowledge of medical terminology; strong communication and organizational skills.
Microsoft Office
3w
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Client Service Associate - Non-Registered
Frisco, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma and 2+ years clerical/related industry experience; administrative and client service skills; knowledge of investment brokerage procedures and securities regulations; strong communication and office software proficiency.
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Outlook
1w
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Client Relations Coordinator
Dallas, Texas, United States
OnsitePart Time
Compassionate, professional communicator with relationship-building, organization, follow-through, networking, and consultative sales skills; relevant client service, sales, healthcare, home care, hospitality, administration, or outreach experience preferred but not required.
1w
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Event Services Manager - Hilton Anatole
Dallas, Texas, United States
OnsiteFull Time
Supports event communications, maintains event and guest data, prepares client kits, organizes meeting files, and provides general administrative office support.
Banquet Event Orders (BEOs), computerized function book (FDC), Employee Assistance Program (EAP)
1w
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Systems Administrator
Addison, Texas, United States
OnsiteFull Time
3+ YOERequires 3+ years supporting or administering Windows servers and clients, MS Office support experience, and strong communication and customer service skills. Linux, Microsoft 365, MS SQL Server, and RMM experience preferred.
Microsoft Windows, Microsoft Office, Linux, Microsoft 365, Microsoft SQL Server, RMM, Exchange, PBX
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