financial client service specialist Jobs in Southlake, Texas

Client Service Specialist
Plano, TexasMoss, Luse & Womble We are seeking a motivated candidate to fill the role of Client Service Specialist in our rapidly growing firm. This is an outstanding opportunity for someone with an outgoing, friendly personality who enjoys interacting with other people. This individual should be...Full Job Details
Client Service Specialist
Coppell, TexasBOK Financial Req ID: 76453 Location: Coppell -COPP Areas of Interest: Wealth Management Operations Pay Transparency Salary Range: Not Available Application Deadline: 06/20/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private...Full Job Details
Treasury Management Client Services Specialist
Dallas, TexasPlainsCapital Bank Job Description Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more. Workdays- Monday-Friday- HYBRID WITH NO WEEKENDS. PlainsCapital Bank is currently looking to hire a The Treasury Management Client Services Specialist in Dallas,...Full Job Details
Client Service Specialist
Dallas, TexasAcosta Group DESCRIPTION A Client Service Specialist, the primary responsibility of this position is to provide analysis and support recommendations for the Client Service Team, supporting internal retail-driven initiatives and external client reporting and initiatives. RESPONSIBILITIES...Full Job Details
Receptionist - Client Service Specialist
Dallas, TexasCityVet Happy people. Healthy pets. At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at...Full Job Details
Client Service Specialist
Lewisville, TexasArteriors Home Overview Passion, curiosity, and collaboration define our team of talented design enthusiasts. We often describe the Arteriors team members as a collective of creators and problem-solvers. They are entrepreneurial individuals with a restless spirit and a thirst for...Full Job Details
Sr Client Relationship Specialist- Private Wealth Services
Roanoke, TexasCharles Schwab Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As aSenior Client Relationship...Full Job Details
Client Service Specialist
Richardson, TexasAT&T Job Description: This position reports to our 2270 Lakeside Blvd , Richardson, TX location and works in center. If selected, you must be able to report to this location. This is your opportunity to be the voice of AT&T - a global leader in communications and technology from...Full Job Details
Client Service Specialist
Plano, TexasTrucordiaJob Description We are seeking a detail-oriented and client-focused Client Service Specialist to join our growing team. As a Client Service Specialist you will be the primary point of contact for clients, ensuring their needs are met with professionalism, efficiency, and a...Full Job Details
Customer Care Specialist
Plano, TexasZelis HealthcareAt Zelis, we Get Stuff Done. So, let's get to it. A Little About Us Zelis is modernizing the healthcare financial experience for all by providing a connected platform that bridges the gaps and aligns interests across payers, providers, and healthcare consumers. This platform...Full Job Details
Client Specialist
Dallas, TexasS&P Global About the Role: Grade Level (for internal use): 12 The Team: Enterprise Solutions (ES) is a dynamic fusion of world-class talent and businesses, united by a shared mission and a legacy of evolving markets to meet the demands of the world's most discerning customers. We are...Full Job Details
Director, Tax Trust and Estate Specialist
Roanoke, TexasCharles Schwab Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of...Full Job Details
Director, Tax Trust and Estate Specialist
Roanoke, TexasCharles Schwab Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of...Full Job Details
Equity Specialist
Dallas, TexasNada Inc. Equity Specialist (MLO) - Nada Location: Dallas, TX (On-site, 5 days a week) Salary: $60,000 annually + Commissions Reports to: Head of Revenue About Nada Nada is an award-winning fintech and investment platform on a mission to unlock the $30+ trillion wealth trapped within...Full Job Details
Commission Specialist
Dallas, TexasFrontline Source Group - Nationwide Staffing Agency and Executive Search Firm Commission Specialist Our client located in Dallas, TX is hiring a Commission Specialist. This is anticipated to be a multi-year contract opportunity that will be based in-office. Company Profile: Technology Analytics Commission Specialist Role: The Commission Specialist...Full Job Details
Client Support Representative
Dallas, TexasFlourish EventsSince 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to more fully serve their clients and achieve better outcomes. We focus on independent Registered Investment Advisors (RIAs), delivering financial...Full Job Details
Sr Manager, Tax Trust and Estate Specialist
Roanoke, TexasCharles Schwab Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of...Full Job Details
Accounting/Finance - Accounting Assistant 3 with Security Clearance
Irving, TexasArtech Information SystemsJob Description: TELECOMMUTE: Hybrid position, candidate must be on site on Tuesdays & Wednesdays. CLEARANCE TYPE: None WORK SHIFT: 1st Shift (9/80A) TRAVEL: None Description: is looking for an Accounting Assistant 3 to support our PO Invoice Indexing team in our Financial...Full Job Details
Fitness Specialist - PRN
Dallas, TexasMethodist Health System Hours of Work : PRN Days Of Week : PRN Work Shift : PRN (United States of America) Job Description : Your Job: Methodist Dallas Medical Center is seeking a PRN (per diem) Fitness Specialist to join its TEAM. The Fitness Specialist is responsible for providing exercise floor...Full Job Details
Specialist, Visual Merchandising, Dallas
Dallas, TexasChanel Specialist, Visual Merchandising, Dallas At CHANEL, we are focused on creating an inclusive culture that nurtures personal growth, contributing to collective progress. We believe the uniqueness of each individual increases the diversity, complementarity, and effectiveness...Full Job Details
Loans Specialist
Dallas, TexasS&P Global About the Role: Grade Level (for internal use): 08 The Team: The Agent Services team is a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. Acting as an agent is a varied and highly...Full Job Details
Bilingual Enrollment Specialist (Remote)
Dallas, TexasLumata HealthJob Type Full-time Description Position: Bilingual Enrollment Specialist (Outbound Sales) Job Type: Non Exempt - Full-time Schedule: Monday to Friday Pay Range: Premium starting pay (starting $20/per hour and a performance bonus). Candidates must be bilingual, fluent in...Full Job Details
Administrative Specialist
Denton, TexasUniversity of North Texas Title: Administrative Specialist Employee Classification: Administrative Specialist Campus: University of North Texas Division: UNT-Student Affairs SubDivision-Department: UNT-AVP Health and Wellness Department: UNT-Counseling & Testing-160730 Job Location: Denton Salary:...Full Job Details
Client Consultant Specialist
Frisco, TexasNovuskin NV LLC About the Organization Novuskin is Med Spa uses innovative technology along with superior cosmetics to help our clients look and feel their absolute best. Novuskin, an esteemed Medical Spa, strategically positions itself for expanded services by incorporating advanced...Full Job Details
Administrative Coordinator Home Care Scheduling Specialist
Irving, TexasComForCare Home Health Care - IrvingBenefits: Employee discounts Opportunity for advancement Wellness resources Are you a versatile and dynamic individual with a passion for providing exceptional care and support? At ComForCare Home Care, we value our employees like family. We celebrate success, foster a fun...Full Job Details