Client Services Specialist jobs in Plano, TX

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CLIENT SERVICE SPECIALIST

You will maintain current client accounts, update registrations, and set up new accounts. You will promptly answer emails and calls from the client. You will assist clients with a variety of tasks by leveraging resources and colla...

CompanyBok Financial
AddressRichardson, TX
CategoryInformation Technology
Job typeFull-Time
Date Posted 2 months ago See detail

Client Service Specialist

Bok Financial

Richardson, TX

You will maintain current client accounts, update registrations, and set up new accounts. You will promptly answer emails and calls from the client. You will assist clients with a variety of tasks by leveraging resources and colla...

Client Services Specialist

Dallas Capital Bank

Dallas, TX

$24 - $28 an hour

Assist client requests for service and resolution of bank issues in a professional, accurate and timely response optimizing the client's experience while satisfying the bank's compliance requirements. Assist clients with routine a...

Patient Service Specialist - Medical Front Office

Select Medical

Frisco, TX

Health, Dental, and Vision insurance; Life insurance; Prescription coverage. Paid Time Off (PTO) and Extended Illness Days (EID). A 401(k) retirement plan with company match. Short and Long Term Disability. Personal and Family Med...

Client Specialist Customer Life Events

Jpmorgan Chase Bank, N.a.

Plano, TX

Serve as the primary contact for customers and approved third parties during the Customer Life event process; provide timely and empathic assistance to customers experiencing Life Events, including answering inquiries, addressing...

Loan Servicing Specialist - Commercial

Beal Service Corporation

Plano, TX

$52.8K - $66.8K a year

Ability to read and interpret loan documents, tax statements and insurance policies Prepare and disburse payments for taxes and insurance accurately and timely Prepare and complete an annual escrow analysis for all escrowed loans...

Loan Servicing Specialist - Commercial

Beal Bank

Plano, TX

$49.9K - $63.2K a year

Ability to read and interpret loan documents, tax statements and insurance policies Prepare and disburse payments for taxes and insurance accurately and timely Prepare and complete an annual escrow analysis for all escrowed loans...

Support Service Specialist

Credit Union Of Texas

Allen, TX

We are interested, not interesting. We are empowered. We have fun. Care. Understand. Teach. Xceed. Responsible for high-quality output from departmental production including complete and accurate disbursals, proper observance of a...

REO Servicing Specialist

Wildcat Lending

Plano, TX

Property Management: Overseeing the maintenance and upkeep of REO properties to ensure they are in marketable condition. Being able to perform maintenance on the property is also a significant advantage, as it helps minimize the o...

Patient Services Specialist 2

Baylor Scott & White Health

Plano, TX

Immediate eligibility for health and welfare benefits. 401(k) savings plan with dollar-for-dollar match up to 5%. Tuition Reimbursement. PTO accrual beginning Day 1....

Patient Services Specialist

Baylor Scott & White Health

Plano, TX

Immediate eligibility for health and welfare benefits. 401(k) savings plan with dollar-for-dollar match up to 5%. Tuition Reimbursement. PTO accrual beginning Day 1....

Client Service Associate

Retirement Planners Of America

Plano, TX

$45K - $57K a year

Maintain calendar and database for Financial Advisor Analyzing reports to determine appropriate action to be taken on behalf of client accounts Researching client issues Prepare for appointments Collect, organize, and synthesize p...

Customer Service Specialist, I

Carrington Mortgage Holdings, Llc

Plano, TX

$20 an hour

Answer least complex incoming calls, via an Automated Call Distribution system (ACD), from borrowers and third parties with inquiries about existing mortgage loans. Deliver accurate and timely information to callers in a courteous...

Customer Service Specialist I

Aon

Dallas, TX

Handle inbound and some outbound telephone calls to assist members and providers. Call types vary from client to client so flexibility and the ability to multi-task is required.. Document all calls, changes, and any problems that...

Operations Associate - Client Services

Parallel Advisors

Dallas, TX

$59.5K - $75.3K a year

Optimize the client experience as it relates to operations and service in order to drive high satisfaction, quality, and efficiency for both the client and Parallel. Manage all aspects of our clients operational needs within the...

Customer Service Specialist

State Farm

Richardson, TX

$19.50 an hour

10% shift differential available for specific hours and weekends An annual bonus based on individual and enterprise performance Annual merit increases Accrued Paid Time Off (PTO), plus: 5 days of Life Leave to take care of yoursel...

Customer Service Specialist

Adapt Health Llc

Richardson, TX

Develop and maintain working knowledge of current products and services offered by the company. Answer all calls and emails in a timely manner, in adherence to their goals. Document all call information according to standard opera...

Client Service Representative

Ascension Marketing Providers

Addison, TX

$800 - $1,200 a week

Growth opportunities. On-the-job training. Regular social events. Modern office setting. Company perks. Lively atmosphere. Have a motivated student mentality. Maintain/manage customer and client relations with a good attitude. Sel...

Physician Services Edit Specialist II - Remote

Conifer Physician Services

Frisco, TX

$12.30 - $18.40 an hour

Resolve daily clearinghouse edits. Resolve daily host system claim form edits. Resolve edits within EPIC Edit WQs, Retro, etc. Resolve Statement/Return Mail address edits. Print Medical Records/Documentation. Contact various insu...

Client Service Associate

Westwood Management Corp

Dallas, TX

$58.2K - $73.6K a year

Complete all daily/monthly/quarterly standard reporting requirements of clients and consultants. Create and prepare client/consultant presentations and meeting materials, collateral, and various requests for information. Process c...

Client Service Associate (Teller - 40 hours) - Northwest Plaza / Dallas, TX

Amegy Bank

Dallas, TX

$32.8K - $41.5K a year

We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesse...

Senior Tax Manager - Private Client Services

Andersen

Dallas, TX

Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.); Maintain communication...

Client Service Representative

Gti Laboratories

Dallas, TX

$19 - $20 an hour

Monday to Friday 7:00AM 3:00 PM. Dental Insurance. Health Insurance. Paid Time Off. Waiting period may apply. No. Dental insurance. Health insurance. Paid time off. Vision insurance. Day shift. Monday to Friday....

Customer Service Specialist - In-Store Customer Service

Nebraska Furniture Mart

The Colony, TX

$17.95 - $24.68 an hour

Resolve situations for customers in a prompt, accurate, and friendly manner. Create positive experiences and build relationships to enhance customer loyalty. Follow up with customer concerns, issues, needs in a timely manner. Mode...

Client Service Associate (Consulting Clients, June 2024 Start)

Third Bridge

Dallas, TX

Business driver: understanding excellent client servicing in a highly competitive market and how your work impacts revenue growth. Work with your team to execute strategies for the accounts you are responsible for. Problem solver:...

Customer Service Specialist - Medicare Integrity

@Orchard

Dallas, TX

Communicates with beneficiaries, plans, pharmacies, and providers as needed to resolve complaints. Provides information to investigative and medical staff. Evaluates the facts of a complaint and researches additional information a...

Client Services Manager (Construction Accounting)

Apparatus Contractor Services

Dallas, TX

$70,000 - $80,000 a year

Industry-Specific Consultation: Utilize extensive experience in the construction sector to understand and anticipate the unique needs and challenges of our clients. Emotional Guidance: Offer support and understanding to clients, a...

Client Service Representative

Imprimis

Dallas, TX

$16 - $17 an hour

High School degree required; some college preferred or equivalent work experience. Prior work experience in a or client support role professional call center environment. Clear written and verbal communication skills. Superior cus...

Client Service Associate

Olympus Associates

Dallas, TX

$700 - $1,000 a week

We are a diverse and inclusive team that pushes ourselves and those around us to develop personally and professionally. We promote exclusively from within and do not outsource new Management. We show employee appreciation by hosti...

Loan Servicing Specialist

Southwest Funding

Dallas, TX

$21.80 - $26.25 an hour

401(k). 401(k) matching. Dental insurance. Health insurance. Health savings account. Life insurance. Paid time off. Vision insurance. 8 hour shift. Monday to Friday. Loan Vision: 2 years (Required). Mortgage Servicing: 2 years (Re...

Sr. Loan Servicing Specialist - PGIM Real Estate

Prudential

Dallas, TX

$78.1K - $98.8K a year

Proactively monitor daily and monthly reports to ensure loan and system accuracy and research and work issues and exceptions. Monitor servicing triggers to ensure loan structure and loan requirements are followed. Interpret servic...