16 client support specialist jobs at 12 companies in Sherman, TX
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Client Support Specialist
Boston or Plano or St. Petersburg or St. Louis or Atlanta or Morristown or Hyderabad
$19-$24/hrHybridFull Time
Zelis: Providing healthcare payment and claims cost management solutions.
1+ YOEAssociate degree +1 year customer support (or HS/GED +3 years). Experience with chat/email support, CRM/ticketing tools, strong written communication, problem-solving, and proficiency with AI tools.
CRM systems, ticketing platforms, customer support tools, AI tools
SouthState BankNASDAQ: SSB: Regional bank providing commercial and personal financial services.
2+ YOEHigh school diploma or equivalent and 2 years of related experience in treasury management, commercial call center, client service, or operations. Requires MS Office expertise, English proficiency, communication, and problem-solving skills.
Cain Watters & Associates: Provider of specialized financial and accounting services for dental professionals.
2+ YOEBachelor's in business-related field, 2+ years investment experience (alternative investments required), experience with ultra-high-net-worth clients, strong attention to detail and communication.
Client Support Specialist - Greater Houston, TX Area (REMOTE)
Houston or The Woodlands or Friendswood or Katy or Sugar Land or Highland Village
RemoteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
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.
Injury Management Organization: Provides managed care and workers' compensation case management services.
Requires excellent oral and written communication, Microsoft Suite proficiency, medical terminology, CPT, ICD-10, HCPCS, workers' compensation bill review knowledge, and 10-key touch typing.
University of North Texas System: Provides comprehensive higher education and research in North Texas.
2+ YOEAssociate's degree or equivalent plus 2 years experience in computing/IS; proficient with relational databases, client-server concepts, programming, and Microsoft Word/Excel; strong analytical and communication skills.
Berry Appleman & Leiden: Provide global corporate immigration legal and technology services.
1+ YOEHigh school diploma and at least one year of professional customer or client support experience; strong written and verbal communication, attention to detail, empathy, multitasking, and escalation skills.
Tyler TechnologiesNYSE: TYL: Provides software and technology services for the public sector.
Experience in software support and client training; strong communication, analytical, and instructional skills; familiarity with virtual training and AI-assisted tools.
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
1+ YOEMinimum 1 year client relationship or customer support experience in financial services; proficiency with Microsoft Office and CRM; strong organization, communication, and multitasking skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce
3+ YOE5+ MgmtRequires 3 years of Treasury Management Client Support experience; supervisory experience preferred. Requires Microsoft Office proficiency, troubleshooting, team leadership, process improvement, and strong client communication skills.
OneDigital: Provider of insurance, financial services, and HR consulting solutions.
2+ YOEProvide benefits administration and client support; requires Bachelor’s or 2 years benefits service, proficiency in Outlook and Microsoft Office, strong communication, Prism/HRIS experience preferred, and US work authorization.
TIAA: Provides retirement and financial services for academic and non-profit sectors.
3+ YOERequires 3+ years of experience supporting trust and estate administration, client service, transactions, account maintenance, compliance, and reporting; a university degree is preferred.
TIAA: Provides retirement and financial services for academic and non-profit sectors.
3+ YOERequires 3+ years of experience in trust, estate, financial services, or related business support; a university degree is preferred. Provides trust administration and client service.
TIAA: Financial services organization providing retirement, asset management, and investments.
3+ YOERequires 3+ years of work experience; 5+ preferred. A university degree is preferred. Provides trust administration, client service, transaction monitoring, and regulatory compliance support.
University of North Texas System: Provides comprehensive higher education and research in North Texas.
3+ YOEHigh school diploma/GED plus 3 years related experience (or equivalent); scheduling, intake, front-desk, client record management, multitasking, customer service, and attention to detail.