42 client services administrator jobs at 36 companies in Sheldon, 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
4w
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Client Acceptance Administrator
Houston, Texas, United States
OnsiteFull Time
2+ YOE2+ years in public accounting or professional services with client onboarding, risk assessment, conflict checks, strong attention to detail, communication, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3w
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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
1mo
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Client Associate
Houston, Texas, United States
OnsiteFull Time
High school diploma, client service experience, excellent communication and attention to detail, proficiency in Microsoft Office Suite; may require assessments during hiring.
Microsoft Office Suite
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
1d
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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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Bilingual (Spanish) Client Intake Coordinator/Administrative Assistant
Houston, Texas, United States
$20-$24/hr OnsiteFull Time
Fluency in English and Spanish, customer service or administrative experience preferred, proficiency with Microsoft Word/Excel/Outlook, strong communication, organizational and time-management skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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
2mo
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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
1w
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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.
2w
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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.
2w
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Sr. Administrative Assistant - Behavioral Health Services
Richmond, Texas, United States
$21-$26/hr OnsiteFull Time
2+ YOEHigh school diploma/GED, 2 years related experience, strong computer and typing skills, Excel/Outlook/Teams familiarity, ability to work with justice-involved or mental health clients, Mental Health First Aid training within 6 months.
Microsoft Excel, Microsoft Outlook, Microsoft Teams, Odyssey
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