81 client services administrator jobs at 56 companies in Roanoke, TX
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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
4d
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CLIENT SERVICES SPECIALIST
Grapevine, Texas, United States
OnsiteFull Time
2+ YOEAssociate degree or equivalent experience, 2+ years in administration, account coordination, customer service, or project support. Requires a valid driver's license, transportation, strong communication, organization, and reconciliation skills.
DocuSign, Microsoft Dynamics 365 Business Central
1mo
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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
1w
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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
1d
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Client Services Manager
Dallas, Texas, United States
OnsiteFull Time
3+ YOERequires 3–5+ years of administrative experience or a bachelor's degree, strong organization and communication skills, real estate contract analysis ability, advanced data entry, and MS Office proficiency. Real estate license required for property-specific client-facing functions.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Adobe Creative Suite, InDesign, Photoshop, Illustrator, Acrobat Pro, Frankie, Regis, LoopNet, CoStar, Crexi
2mo
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Client Services Manager - National Accounts
Downers Grove or Wyomissing or Radnor or Bloomington or Boston or New York City or Lake Mary or Plano or Melville or Chicago or Atlanta or Overland Park
$72k-$141k/yr HybridFull Time
5+ YOESenior client services role requiring 5-8 years in claims or third-party administration; bachelor's degree; CPCU/ARM/AIC certifications preferred.
Microsoft Office, Claims systems
1mo
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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
1w
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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
2mo
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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.
1w
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Branch Office Administrator
Fort Worth, Texas, United States
$24-$26/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, marketing coordination, and financial-services operations while using Microsoft Office, Salesforce, and MoneyGuide.
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.
5d
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
3mo
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Client Service Coordinator - 001966
Fort Worth, Texas, United States
$15-$20/hr OnsitePart Time
Fluent English, strong communication, client service, multitasking, organization, problem-solving, mathematical, and administrative skills required.
Optimum Wellness Plans, Microsoft Excel
2w
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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.
2w
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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
1w
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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
1mo
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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
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