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CLIENT SERVICES SPECIALIST
Grapevine, Texas, United States
OnsiteFull Time
2+ YOE2+ years administrative/account coordination experience, Associate's degree or equivalent, valid driver\u0002s license, strong communication, organization, and attention to detail; experience with financial reconciliation preferred.
DocuSign, Business Central
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
2w
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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
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.
1mo
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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.
2w
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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
1d
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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.
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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RCM Client Coordinator
Carrollton or Horsham Township or Columbus or Sparks or Clearwater
$18-$21/hr OnsiteFull Time
1+ YOE1+ year relevant experience; proficiency with Microsoft Office; knowledge of medical terminology and customer service; strong time management, communication, and detail orientation.
Microsoft Office
1w
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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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Office Services Clerk
Dallas, Texas, United States
OnsiteFull Time
High school/GED required; 1–2 years law firm experience preferred; strong communication, accuracy, organization, time-management, and client-service skills; ability to perform various physical tasks.
1w
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Client Service Specialist, EB
Dallas, Texas, United States
OnsiteFull Time
High school diploma required (college preferred); some administrative or customer service experience; active state life and health agent license required or ability to obtain within three months; strong communication and insurance knowledge.
1mo
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Team Lead, Client Success
Plano, Texas, United States
RemoteFull Time
3+ YOEBachelor's degree and 3+ years related experience; LMS administration experience; leadership/mentoring experience; strong communication, consultative skills, reporting and troubleshooting ability.
Learning Management Systems, Phishing Services, SSO
1mo
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Client Service Representative II
Dallas, Texas, United States
$17-$23/hr OnsiteFull Time
1+ YOEHS diploma/GED plus 1–2 years related experience; customer-facing; computer literacy; ability to multitask, lift up to 50 lbs, stand for long periods, obtain customer-required clearances, and drive between sites as needed.
2w
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Client Service Associate - Non-Registered
Frisco, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma and 2+ years clerical experience; strong customer service, administrative skills, proficiency with Microsoft Office, and basic knowledge of brokerage operations.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
2mo
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Estate Administrator - VP
Dallas, Texas, United States
OnsiteFull Time
Bachelor's degree, relevant trust & estates experience, knowledge of trust and estate law and taxation; JD/CTFA/paralegal preferred; strong problem solving, risk management, and client service skills.
3mo
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Receptionist - Client Service Specialist
Dallas, Texas, United States
OnsiteFull Time
High school diploma or GED; age 18+; computer proficiency; people-focused client service.
Computer
1w
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Client Service Associate - Non-Registered
Frisco, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma and 2+ years clerical experience; proficiency with Microsoft Office; knowledge of administrative procedures, account opening, brokerage industry basics, strong communication and organizational skills.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
1mo
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Senior Program Services Manager - Captis
Edina or Irving
$89k-$156k/yr OnsiteFull Time
Vizient: Provides performance improvement and supply chain services to hospitals
5+ YOE5+ years relevant client-facing or program experience; preferred degree in business/healthcare administration/supply chain; strong communication, relationship-building, analytics translation, and ability to manage multiple priorities; willingness to travel.
1w
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Non-Reg On-Caller - Arlington, TX
Arlington, Texas, United States
OnsiteFull Time
Provides client service and administrative support to financial advisors; requires strong attention to detail, communication, analytical skills, and ability to use MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
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