50 client services administrator jobs at 42 companies in Wills Point, TX
1mo
Save
Mark Applied
Hide
1mo
Client Services Coordinator
Dallas, Texas, United States
OnsiteFull Time
CBRENYSE: CBRE: Provides global commercial real estate services and investment management.
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
SkinSpirit: Provides medical-grade aesthetic treatments and clinical skincare services.
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
Franklin Street: Full-service commercial real estate and insurance brokerage and management.
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
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/yrHybridFull Time
CNANYSE: CNA: Provides commercial property and casualty insurance and risk management.
5+ YOESenior client services role requiring 5-8 years in claims or third-party administration; bachelor's degree; CPCU/ARM/AIC certifications preferred.
Indianapolis or Plano or Columbia or New Orleans or United States
HybridFull Time
Selerix Systems: Software for benefits administration and employee enrollment management.
0+ YOE0–2 years administrative/operations experience, strong attention to detail, clear written communication, comfort with technology, ability to follow defined processes and SLAs.
Integrity Marketing Group: Distributes life, health and wealth insurance products via technology.
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.
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
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.
Edward Jones: Offers investment management and financial planning through local branches.
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.
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yrHybridFull Time
Angeles Investment Advisors: Provides customized institutional-quality investment and wealth advisory services.
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
HighGround Advisors: Nonprofit investment management and trust services for charitable organizations.
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.
Brighton Jones: Provides fee-only wealth management and financial planning services.
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
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
Senior Helpers of Central Dallas: Provides in-home non-medical care and assistance for senior citizens.
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.
TDIndustries: Provides mechanical, electrical, and plumbing construction and facility services.
1+ YOEHigh school diploma/GED and 1+ year in customer service, account coordination, or administrative support. Requires CRM and Microsoft Office proficiency, organization, communication, and multitasking skills.
HubSpot, Salesforce, Microsoft Office Suite, CRM, CMMS
2+ YOERequires 2–4 years in customer service, administrative support, or data entry within multifamily or SaaS industries, strong organization and communication skills, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft OneNote, CRM, Yardi, ResMan, Entrata, RealPage, AppFolio
Holmes Murphy: Provides insurance brokerage and risk management consulting services.
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.
Canon U.S.A.Tokyo Stock Exchange: 7751: Provides digital imaging solutions, cameras, and office equipment.
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.