17 client support specialist jobs at 17 companies in Cloverleaf, TX
2w
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Client Support Specialist - Greater Houston, TX Area (REMOTE)
Houston or The Woodlands or Friendswood or Katy or Sugar Land or Highland Village
RemoteFull Time
2+ YOESeries 7 required; Series 63 required or obtainable within 90 days; 2–3 years of financial services experience; financial planning knowledge and strong client support, communication, influence, organization, and problem-resolution skills.
1w
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Client Support and Compliance Specialist
Spring, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma, ~2 years experience preferred, ability to obtain Class D water and wastewater licenses from TCEQ, strong communication, report writing, analytical and regulatory compliance skills.
Microsoft Excel, Microsoft Word, MS Outlook, Microsoft PowerPoint, Adobe Acrobat
1w
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Cybersecurity Client Relationship & Sales Support Specialist
Chicago or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or St. Pete or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$59k-$155k/yr HybridFull Time
3+ YOERequires 3+ years in sales, cybersecurity, and project management; strong communication and executive presence; and a bachelor's degree or equivalent experience.
Customer Relationship Management (CRM)
3d
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Office Administrator/Client Specialist
Austin or Wharton or Wharton County or Brazoria County or Matagorda County
OnsiteFull Time
1+ YOERequires 1+ year of customer service experience in social services or a related field, a valid driver's license with a clear record, daily vehicle access, and willingness to travel. Bachelor's degree preferred.
Salesforce
1mo
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Trading Support Specialist
Houston, Texas, United States
OnsiteFull Time
3+ YOE3+ years financial services experience (trading/error correction preferred). FINRA Series 7 and Series 66 required (or obtainable), Series 24 and 53 encouraged. Strong knowledge of securities operations, error resolution, and client communication.
3mo
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Senior Technology Sales Support Specialist - Audit
Coppell or Kennesaw or Torrance or Houston or Wichita
$71k-$125k/yr HybridFull Time
2+ YOE2+ years in tax/accounting or software support; audit workflows knowledge; client engagement; demo tools; collaboration with sales and product teams.
Salesforce, Demo environments, Microsoft Teams
6d
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Wealth Support Specialist II (Houston, Texas)
Houston, Texas, United States
OnsiteFull Time
4+ YOEUndergraduate degree or 4+ years banking experience; strong banking, lending, commercial, and wealth management knowledge; Microsoft Office proficiency; excellent organization, communication, and client service skills; occasional overnight travel.
Microsoft Office
1w
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Fee Approval Specialist - Litigation
Houston, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, minimum 2 years administrative/executive support, accounting experience preferred, litigation experience a plus, heavy client support, proficient in Microsoft Word and Excel, strong verbal and written communication.
Microsoft Word, Microsoft Excel
4w
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Intake Specialist
Phoenix or Austin or Salt Lake City or Houston
HybridFull Time
Perform data entry into conflicts and accounting systems, assist with database cleanup, client closings, and respond to secretary/attorney inquiries; prior data entry and conflicts/accounting database experience preferred.
CMS, iManage, Windows, Microsoft Excel
2w
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Senior Product Sales Specialist - Gas & LNG
Houston, Texas, United States
HybridFull Time
Client-facing sales specialist with deep Gas & LNG market knowledge, commercial track record, strong communication, and ability to support product adoption across sales cycles.
Synoptic AI, Salesforce
1mo
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Intake Specialist - I10-E Career Center
Houston, Texas, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent; 1–3 years client services or administrative experience preferred; proficient in Microsoft Office; strong written and verbal communication; reliable transportation; ability to work weekends.
HMIS, Caseworthy, Microsoft Office
1d
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Commercial Relationship Specialist
Houston, Texas, United States
$52k-$64k/yr OnsiteFull Time
2+ YOEBachelor's degree and 2 years of banking or client support experience, or high school diploma/GED and 3 years of general banking experience. Requires Microsoft Office proficiency and strong analytical, communication, and organizational skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, OneView, Relationship Grouping Application (RGA)
2w
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IPB Digital Concierge Specialist
Miami or Houston
OnsiteFull Time
2+ YOEBachelor's degree, 2+ years in financial services, fluent Portuguese and Spanish, strong Microsoft PowerPoint and Excel skills, experience with online banking or client support preferred.
Microsoft PowerPoint, Microsoft Excel
3w
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Healthcare Staffing Specialist (Operations)
Houston, Texas, United States
OnsiteFull Time
Build and manage client and healthcare professional relationships, coordinate staffing needs, support credentialing and placements, strong communication and organizational skills; staffing or customer-service experience preferred.
2w
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Lead Specialist, Oracle SCM
Fort Lauderdale or Jacksonville or Miami or Orlando or Tampa or Atlanta or Chicago or St Louis or Charlotte or Raleigh or Montvale or Short Hills or New York or Austin or Dallas or Houston
OnsiteFull Time
5+ YOE5+ years supporting medium-to-large applications with Oracle SCM (Order Management, Procurement, Global Trade); bachelor's degree required; experience with Oracle implementations, ITIL/ITSM, client communication and troubleshooting.
Oracle Order Management, Oracle Procurement, Oracle Global Trade Management, Oracle Cloud, ITIL, ITSM
14h
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Work From Home - Part-Time Enrollment Specialist
Houston, Texas, United States
RemotePart Time, Full Time
Candidates provide virtual client support, schedule appointments, present insurance products, complete applications, and attend optional training; no prior experience requirement is stated.
Zoom
2w
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Treasury Management Technical Services Specialist
Chandler or Los Angeles or Denver or Las Vegas or Houston or Midvale or Seattle
$20-$29/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent,1+ years banking/treasury or IT support experience,knowledge of treasury products,customer service,problem solving,and ability to train clients.
Treasury Internet Banking, Remote Deposit, Positive Pay, ACH, Receivables Online, E-Invoicing and Payments, Outsourced Disbursements
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