Client Services Team Lead (CLO/ABL) Valitana LLCClient Services Team Lead (CLO/ABL)Plano, TXFull timeValitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Serve as a senior point of contact and escalation lead for client relationships, resolving complex questions related to ABL & CLO modeling, private credit, collateralized fund obligations, portfolio management, and structured finance workflows.
Sr. Program Client Services Analyst (Accounting/Finance) - State National Markel CorporationSr. Program Client Services Analyst (Accounting/Finance) - State NationalBedford, TXThis includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law. The focus of this position is to work with the business units to gain an in-depth understanding of customer's business strategy, processes, services, roadmap and the context in which the business operates to design system efficiencies to increase overall results within the organization.
Independent Client Services Consultant (Remote) Travel With LaniIndependent Client Services Consultant (Remote)Arlington, TexasRemoteWe are bringing on Independent Client Services Consultant (Remote) to join our remote team. You will assist clients with planning, booking, and support throughout their journeys.
Client Services Partner – Remote Travel With LaniClient Services Partner – RemoteFlower Mound, TexasRemoteWe are seeking Client Services Partners – Remote to assist clients with customized travel arrangements. Book travel services such as flights and hotels.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateFort Worth, TexasGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Client Services Representative (Remote) TravelingmedicClient Services Representative (Remote)Dallas, TexasRemoteThis position supports clients through the planning and coordination process, working alongside established partners and suppliers to deliver exceptional service. TravelingMedic is a growing remote services company dedicated to helping clients plan and book exceptional travel experiences.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateFort Worth, TexasAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
NewSenior Client Partner, Financial Services HDJ & AssociatesSenior Client Partner, Financial ServicesDallas, TexasThis role is ideal for a consultative, relationship-driven seller who excels at account planning, executive alignment, retention, and expansion, while partnering tightly with delivery teams to ensure long-term customer success. Our client is seeking a Senior Client Partner to expand their Data and AI services and solutions to increase revenue and deepen relationships within an assigned portfolio of Financial Services accounts.
Sr Manager, Client Account Services CotalitySr Manager, Client Account ServicesDallas, 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. 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.
Professional, Client Account Services CotalityProfessional, Client Account ServicesDallas, 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. Requirements Engineering: You act as a translator, gathering raw business needs from clients and converting them into precise technical specifications for developers and database admins.
Sr. Professional, Client Account Services CotalitySr. Professional, Client Account ServicesDallas, TexasCross-Functional Collaboration: Partner directly with Sales, Product, Loan Boarding, Customer Care, and Research teams to ensure swift resolution of processing issues, provide data for system conversions, and assist with billing adjustments or contract renewals. Relationship & Process Optimization: Deeply understand clients' internal operations to offer customized service enhancements, advocate for client best practices through Voice of the Customer (VOC) initiatives, and recommend new or expanded services to generate additional revenue.
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.
Credit Portfolio Manager - Professional Services And Contractors, Institutional Client Group US BankCredit Portfolio Manager - Professional Services And Contractors, Institutional Client GroupDallas, TX$133,365–$156,900 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Credit Portfolio Manager - Professional Services And Contractors East, Institutional Client Group US BankCredit Portfolio Manager - Professional Services And Contractors East, Institutional Client GroupDallas, TX$105,400–$124,000 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Client Service Associate SPS North AmericaClient Service AssociateWestlake, TXAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. You'll handle mail and package operations, support office supplies and shipping and receiving, organize supply inventories and equipment management, assist with meeting room setups, and provide hospitality and occasional reception coverage.
Premier Client Service Specialist moomooPremier Client Service SpecialistDallas, TX$70,000–$110,000This 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.
Assistant Director of Client Service CHILDREN'S ADVOCACY CENTER FOR NORTH TEXASAssistant Director of Client ServiceLewisville, TX$75,000 / yearThe Assistant Director of Client Services provides strategic, clinically informed, and operational leadership for the Family Advocacy and Comprehensive Case Management (CCM) programs. This role ensures consistent, high-quality, trauma-informed services for children and caregivers from initial engagement through long-term stabilization.
Client Service Leader - Transportation Design CDM SmithClient Service Leader - Transportation DesignDallas, TexasAs a member of this team, you would contribute to CDM Smith's mission by: Developing new business and maintaining high-value relationships with key districts and divisions of TxDOT and other local/regional clients for highway, roadway, and bridge/structural projects where you see opportunity. Developing and managing client teams that include project managers, technical specialists, national leaders, as well as junior staff to develop strategic capture plans, proposal efforts, presentations, and other efforts of business development.
Client Service Analyst - Corporate Mortgage Finance Huntington Bancshares IncClient Service Analyst - Corporate Mortgage FinanceDallas, TXAs a CMF Warehouse Client Service Analyst - CSG Corporate Mortgage Finance, you will be responsible for providing outstanding service and executing the day-to-day operational functions for mortgage warehouse loans while ensuring compliance with the Policies and Procedures of Huntington's Corporate Mortgage Finance Group (CMFG). Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses.