Client Account Services Specialist (Commercial Tax) CotalityClient Account Services Specialist (Commercial Tax)Dallas, TexasCotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. As a crucial link between our clients and our technology, you will own the following areas: Client Relationship & Technical Stewardship: Provide comprehensive, high-touch technical and application support to key clients.
Client Service Specialist Cetera Financial Group IncClient Service SpecialistDallas, TX$55,000–$75,000 / yearCetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.
Premier Client Service Specialist Futu Securities International (Hong Kong) LtdPremier Client Service SpecialistDallas, TXThis role sits at the intersection of product expertise, market knowledge, and premium service-you will help clients discover and love what our platform can do, engage them in meaningful conversations about the markets, and provide white-glove support to resolve their challenges. Closely monitor global capital markets and synthesize news, research reports, and market data into clear, actionable investment viewpoints to facilitate high-value conversations with sophisticated clients.
Premier Client Service Specialist Futu SecuritiesPremier Client Service SpecialistDallas, TXThis role sits at the intersection of product expertise, market knowledge, and premium service-you will help clients discover and love what our platform can do, engage them in meaningful conversations about the markets, and provide white-glove support to resolve their challenges. Closely monitor global capital markets and synthesize news, research reports, and market data into clear, actionable investment viewpoints to facilitate high-value conversations with sophisticated clients.
Premier Client Service Specialist (Bilingual) Futu Securities International (Hong Kong) LtdPremier Client Service Specialist (Bilingual)Dallas, TXThis role sits at the intersection of product expertise, market knowledge, and premium service-you will help clients discover and love what our platform can do, engage them in meaningful conversations about the markets, and provide white-glove support to resolve their challenges. Closely monitor global capital markets and synthesize news, research reports, and market data into clear, actionable investment viewpoints to facilitate high-value conversations with sophisticated clients.
Premier Client Service Specialist (Bilingual) Futu SecuritiesPremier Client Service Specialist (Bilingual)Dallas, TXThis role sits at the intersection of product expertise, market knowledge, and premium service-you will help clients discover and love what our platform can do, engage them in meaningful conversations about the markets, and provide white-glove support to resolve their challenges. Closely monitor global capital markets and synthesize news, research reports, and market data into clear, actionable investment viewpoints to facilitate high-value conversations with sophisticated clients.
Client Service Specialist Arteriors HomeClient Service SpecialistLewisville, TexasFull timeProfessional Development Opportunities: We invest in our employees' growth and development and provide opportunities for learning and career advancement through training programs, leadership consulting, and mentorship opportunities. Community Engagement and Volunteer Opportunities: Through volunteer programs and charitable initiatives, our employees have the opportunity to make a positive impact outside of the workplace.
Client Service Specialist - Austin, TX Advisor Talent SolutionsClient Service Specialist - Austin, TXAustin, TexasAs a Client Service Specialist you will perform industry specific tasks, such as application submission and account transfers, follow-up, client service work including incoming client service calls, database management, and client appointment preparation including updating client account summaries and gathering the correct product brochures and applications. Position: Client Service Specialist Firm: REAP Financial Group Location: Austin, TX Overview: REAP Financial Group is a boutique investment advisory firm that specializes in Retirement Planning.
Client Service Specialist (Scheduler) Arcxis Biotechnologies IncClient Service Specialist (Scheduler)Houston, TXFormerly known as DPIS Builder Services, Ei Companies, Post-Tension Solutions, Ensign Building Solutions Home Energy Division, and Building Energy, ARCXIS brings together hundreds of years of expertise and experience under a single brand serving builders in over half of the states spanning the continental United States. Monitor client construction schedules regularly (daily, weekly, or monthly depending on client) in order to schedule data collection visits accordingly for every home in the schedule.
Premier Client Service Specialist moomooPremier Client Service SpecialistDallas, TX$70,000–$110,000 / yearThis role sits at the intersection of product expertise, market knowledge, and premium service—you will help clients discover and love what our platform can do, engage them in meaningful conversations about the markets, and provide white-glove support to resolve their challenges. Closely monitor global capital markets and synthesize news, research reports, and market data into clear, actionable investment viewpoints to facilitate high-value conversations with sophisticated clients.
Premier Client Service Specialist (Bilingual) moomooPremier Client Service Specialist (Bilingual)Dallas, TX$70,000–$120,000 / yearThis role sits at the intersection of product expertise, market knowledge, and premium service—you will help clients discover and love what our platform can do, engage them in meaningful conversations about the markets, and provide white-glove support to resolve their challenges. Closely monitor global capital markets and synthesize news, research reports, and market data into clear, actionable investment viewpoints to facilitate high-value conversations with sophisticated clients.
Bilingual Dental Assistant/Client Service Specialist (Mobile) Harris County TexasBilingual Dental Assistant/Client Service Specialist (Mobile)Houston, TXAnswers telephone inquiries from clients and others; screen calls to determine nature and urgency of inquiry, refers calls as appropriate, and/or schedules appointment with dental clinical staff; instructs patient as needed regarding visit-type; confirms scheduled appointments and updates appointment status in Dentrix electronic record. Performs infection control and instrument sterilization according to dental policies and procedures; performs weekly biologic monitoring for autoclaves; performs daily, weekly, and monthly dental preventive maintenance; reports any equipment malfunction or repair needs to the supervising dentist.
Client Service Specialist BOK Financial CorpClient Service SpecialistPlano, TXCommitted to creating value, they offer diverse, personalized, and responsive services, along with innovative and value-added offerings, delivering excellence and fostering growth for investors, employees, and the community. For more than a century, BOK Financial Wealth Management has grown alongside its clients, establishing itself as a leader in the financial world with cutting-edge products that rival the biggest banks.
Client Service Specialist Jambalaya GroupClient Service SpecialistMcKinney, TX$63,000–$70,000 / yearCalander Wealth, a growing and high-performing advisory practice, is seeking an experienced Client Service Specialist to join the team. This is an ideal opportunity for someone who thrives in a detail-oriented, client-facing role and is looking to grow within a practice that values operational excellence, team collaboration, and long-term development.
Sr. Client Service Specialist, Commercial Risk - Ias, Southwest BRP Group, Inc.Sr. Client Service Specialist, Commercial Risk - Ias, SouthwestRockwall, TXThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. Client Service Specialist works closely with advisors, line of business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients' financial goals.
Client Service Specialist, EB Holmes MurphyClient Service Specialist, EBDallas, TexasDraft Request for Proposals (RFPs) for review by appropriate senior service team member, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, summarize insurance carrier proposals for review by appropriate senior service team member. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.
Client Service Specialist Focus Partners WealthClient Service SpecialistHouston, Texas$65,000–$70,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met.
Client Service Specialist (Teller) Bank OZKClient Service Specialist (Teller)Dallas, TXResponsible for nurturing professional relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing financial transactions. 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required.
Sr. Client Service Specialist, Commercial Risk - IAS, Southwest Baldwin Group ColleagueSr. Client Service Specialist, Commercial Risk - IAS, SouthwestRockwall, TexasThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. Client Service Specialist works closely with advisors, line of business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients' financial goals.
Client Service Specialist - Second Shift Crane Worldwide Logistics LLCClient Service Specialist - Second ShiftNorthlake, TXPart timeResolves the client's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting corrections or adjustment; following up to ensure resolution. Provides leadership, coaching and training to a team of client service specialists.