Full-Time Client Service Specialist jobs in Flower Mound, TX

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REGISTERED INVESTMENT ADVISOR (RIA) CLIENT SERVICE ASSOCIATE

Create systems to track and set up investment transfers. Research financial products on the Internet. Generate reports, such as position statements, for advisors meetings with clients. Service client accounts. Process phone calls...

CompanyCottonwood Capital Advisors
AddressIrving, TX
CategoryRetail
Salary$50,000 - $55,000 a year
Job typeFull-time
Date Posted 3 days ago See detail

Registered Investment Advisor (RIA) Client Service Associate

Cottonwood Capital Advisors

Irving, TX

$50,000 - $55,000 a year

Create systems to track and set up investment transfers. Research financial products on the Internet. Generate reports, such as position statements, for advisors meetings with clients. Service client accounts. Process phone calls...

Client Support Specialist

Arteriors Home

Lewisville, TX

$19 - $23 an hour

You enjoy helping people. You get a thrill out of leading people in the right direction. You are calm and collected under pressure. You think on your feet while ensuring the best possible level of service. You are motivated and dr...

Full-Time Client Services Representative

Suveto

Fort Worth, TX

$25.9K - $32.8K a year

Manage the front desk by greeting clients, checking patients in/out, scheduling rechecks and signing visitors and vendors in. Oversee the clinic flow. Manage and assist client in the euthanasia paperwork process. Discuss payment c...

New Business/Client Services Associate

Fss Group

Grapevine, TX

$40,000 a year

Paid time off. Bonus opportunities. Day shift. Grapevine, TX 76051: Relocate before starting work (Required)....

Patient Financial Specialist - Financial Services

Christus Health

Irving, TX

Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution. Provide continuous updates and information to...

Investment Operations Client Support Specialist

Cain Watters And Associates

Frisco, TX

$55,000 - $70,000 a year

Process all new account paperwork for CWA recommended investment programs. Process all service requests for existing accounts on CWA recommended investment programs. Manage closing accounts. Serve as onsite point of contact betwee...

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 Service Representative

Legacy Financial Services

Fort Worth, TX

From $45,000 a year

Provide exceptional Client Service and support to clients in the financial services industry. Assist clients with account inquiries, transactions, and problem resolution. Complete, process, and follow up on new business applicatio...

Patient Financial Specialist Senior - Financial Services

Christus Health

Irving, TX

Demonstrates a good understanding and has the ability to interact with the payer to verify coverage, submit claims, follow up on appeals, underpayments, short pays or payment disputes for resolution. Provides strategic business an...

Bankruptcy Customer Service Specialist II

Carrington Mortgage Holdings, Llc

Plano, TX

$23 an hour

Answers all incoming calls both simple and complex, via an Automated Call Distribution system (ACD), from borrowers and third parties with inquiries about existing mortgage loans. Receives and responds to incoming calls from borro...

Client Service Officer

Texas Capital Bank

Richardson, TX

A trusted member of the client team and deeply connected to deliver the growth and success of an assigned portfolio. Lead end-to-end onboarding and maintenance activities for new and existing clients. Act with a sense of urgency a...