div class="job__description body">About Koddi. We are committed to driving innovation and growth in the commerce media space.
As part of that commitment, we’ve launched Koddi Academy, a learning platform designed to provide expert knowledge, competitive insights, and practical strategies for thriving in this fast-growing industry.
Meals on Wheels North Central Texas is a community-based organization focused on helping homebound elderly and disabled persons remain independent and healthy in their homes by providing nourishing meals, a friendly visit, and a safety check. Oversee the day-to-day activities of team members and clients, resolving issues and complaints from clients, and when necessary, meeting with clients personally to resolve any problems and establish a long-lasting relationship .
Fort Worth, TX30+ days ago
While this role owns client delivery and execution, it operates within a more defined scope and complexity than an Account Director role and is designed for someone ready to grow into broader ownership. About Koddi We are a global technology company with software and services that help top digital marketplaces effectively monetize their first-party audiences through industry-leading commerce media technology and strategy.
p>As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab''s relationships with plan sponsors and plan participants. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.
Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Client Service Manager. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.
Westlake, Texas5 days ago
p>The Client Services Associate/Asset Management role includes receiving, sorting, and then classifying hardware assets, Receiving and inspecting incoming hardware assets, shipping and receiving products, Sort and classifying hardware based on predefined categories, Maintaining accurate records of all hardware assets, Ensuring proper storage and handling of hardware assets and supplies to support the onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.
Addison, Texas24 days ago
MCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.
Addison, Texas24 days ago
MCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.
In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.
We connect highly qualified school-based professionals including Speech-Language Pathologists, School Psychologists, Occupational Therapists, Physical Therapists, Special Education Teachers, BCBAs, School Nurses, and other related service providers with school districts and educational organizations that rely on their expertise to help students succeed. This role partners closely with client service managers, recruiters, credentialing teams, and school district contacts to ensure accurate, timely, and high-quality submissions that meet district and client requirements.
Brokerage Operations, Client ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
li>Partnering with other SPS teams, such as Conversion, Client Services, Technology, etc. to provide a seamless world class experience for our corporate clients and their employees. The Senior Client Service Administrator role is responsible for creating and implementing a world class client experience for our Equity Compensation corporate clients.
Grand Prairie, TX30+ days ago
p>New System Implementation & Optimization: Lead the support, maintenance, and optimization efforts for key new systems, including Salesforce Service Cloud, Salesforce Commerce Cloud, Vonage, and new Order Management System (OMS) platforms. The successful candidate will oversee both our existing legacy environment and a growing portfolio of complex, cloud-based platforms, including Salesforce Service Cloud, Commerce Cloud, Vonage, and new Order Management System (OMS) platforms.
p>Digital Workplace Client Services (DWCS) provides the tools that enable and empower Citi's 250K staff to be productive, to collaborate effectively, and to eliminate repetitive work- also providing technology support and enabling the technology for Citi events, desktop upgrades, and the end-user hardware lifecycle. The DWCS Project Management Portfolio Lead is a senior position responsible for managing and guiding a team that ensures efficient and effective delivery of all of DWCS's key strategic initiatives (Projects & Programs) in coordination with multiple Technology Teams across Citi.
p>As a VP of Client Services on the Neighborly Customer Solutions team, a typical day for you will include: Serve as the executive relationship owner for Brand Presidents, franchise owners, and key stakeholders, driving client satisfaction, retention, and long-term partnership success.
Experience: 10+ years of progressive leadership experience in client services, customer experience, customer success, service delivery, contact center operations, or related operational functions.
Client ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
The Client Services Representative analyzes customer inquiries to determine the best course of action for one-call resolution while managing team and individual productivity goals and maintaining the highest level of customer service. Perform basic financial analysis to determine amounts required for refunds, credits and lost savings requests; Prepare summarized reports required for approval of financial adjustments.
p>Cotality 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. Ability to ensure customer satisfaction with the management of your client services members and their accounts which includes having awareness of client requests, projects and issues, and driving to resolution.
Under the supervision of the Chief Operating Officer, the Client Services Driver primary area of responsibility is to transport the residents of AIDS Services of Dallas to and from medical appointments, public schools and other agencies providing supportive services. At ASD - A Home for Life (ASD) is a Dallas-based nonprofit organization providing permanent supportive housing and wraparound services for individuals and families impacted by HIV/AIDS.
Fort Worth, Texas30+ days ago
p style="text-align:inherit"/>US - MA - Boston - 285 Huntington Ave - HUNTINGTON AVENUE BC (MA5141), US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Lincoln - 670 George Washington Hwy (RI1541). Resolution manager will resolve client needs through point of call resolution, client outreach, and active floor support for Client Services teammates, providing both reactive and proactive education to coach teammates on how to deliver a world class client experience.
li>Must possess a valid driver's license for a minimum of 12 months, with no major or frequent traffic violations included, but not limited to:
DUI, Hit & Run, License Suspension, Reckless / Carless Driving, or multiple smaller infractions or preventable collisions in the previous 3 years.
Drives the account management process for assigned portfolio, which includes development of customer account profiles, account strategies, service delivery plan, customer budget planning and scheduled customer visits.
Job Overview:The Client Financial Services Manager proactively partners with Boards, Finance Committees, Treasures, operating leadership, and General Managers to address complex financial challenges, and strengthen client confidence. Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies.
Client Financial Services Manager Location: Addison, TX, United States Date Posted: Mar 18, 2026 Job ID: 2602663 DescriptionJob Overview The Client Financial Services Manager proactively partners with Boards, Finance Committees, Treasures, operating leadership, and General Managers to address complex financial challenges and strengthen client confidence. Requesting Information About the AEDT - NYC Local Law 144 Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies.
On screen copy: Trained by the award-winning Academy at Bank of America On screen copy: The Academy at Bank of America Dedicated Support Dedicated Training Time Classroom Training I was set up for success from day one with the onboarding I received through the award-winning Academy at Bank of America. On screen copy: Best part of my job is knowing that I'm helping clients' financial lives run smoothly The best part about my job is knowing that I'm helping clients' financial lives run more smoothly.
p>The Account Executive, Client Services, REVELXP is responsible for ensuring the highest level of service success for all turnkey events residing under the Premium Experiences division, including growing, managing and maintaining client relationships, managing expenses, and maintaining accurate and organized client information. Leads the confirmation, coordination, and on-site execution of ancillary events throughout CFP weekend, ensuring the delivery of exceptional, best-in-class, unreasonable hospitality experiences for clients attending ancillary events.
Fort Worth, Texas30+ days ago
li>Operational Support for Head of Client Services (25%)- Implement EOS with Client Services including the facilitation of weekly L10s, Quarterly Pulses, and Annual Planning; handle all appropriate follow up that stems from this work.
- Operationalize Strategic Vision (30%)
- Convert Client Services strategic vision into operational reality by implementing a plan with actionable steps, a timeline, and recommended outcomes.
Flower Mound, Texas30+ days ago
div class="account_description">JCR is a people-driven organization operating in the legal services space, with a mission to bring clarity, efficiency, and respect to complex situations. By simplifying processes and treating individuals with dignity, our team works to create better outcomes—and a more human approach to challenging work.
.
Fort Worth, TX14 days ago
The PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Carrollton, Texas5 days ago
For us at Trane Technologies, and through our businesses including Trane® and Thermo King, sustainability is not just how we do business—it is our business. Must possess a valid driver’s license for a minimum of 12 months, with no major or frequent traffic violations included, but not limited to:
DUI, Hit & Run, License Suspension, Reckless / Carless Driving, or multiple smaller infractions or preventable collisions in the previous 3 years.
2+ year of customer service experience, preferably in financial services; 1+ years of experience working with clients through phone/chats/emails. As an Associate, Bilingual Client Services Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs.
As champions of investors, we are looking for other advocates to join our team as an Inbound International Trader Service Specialist where you will work with brokerage clients as the subject matter expert in equities, and derivatives (options & futures). Preferred Qualifications:
- 1 year of experience in Client Service, Financial Services and/or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner.
As a VP of Client Services on the Neighborly Customer Solutions team, a typical day for you will include: Serve as the executive relationship owner for Brand Presidents, franchise owners, and key stakeholders, driving client satisfaction, retention, and long-term partnership success. Experience: 10+ years of progressive leadership experience in client services, customer experience, customer success, service delivery, contact center operations, or related operational functions.
p>In this leadership role, you will define and activate the consulting and thought leadership go-to-market model for Schwab Retirement Plan Services, helping deliver exceptional client experiences, deepen relationships, and support strong plan and participant outcomes. Schwab Workplace Services delivers workplace solutions that help employers support their people through retirement benefits, equity compensation, and employee monitoring solutions, with a strong focus on participant experience, service, and technology.
p>As a Client Services Representative, you will serve as a primary point of contact for clients, assisting with inquiries, providing service support, and helping ensure a smooth and seamless experience. This role is ideal for individuals who enjoy working with people, providing exceptional support, and helping create positive customer experiences.