Client Accounts & Services Specialist
Stifel
Stifel in Frisco, TX is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts and records. You will handle a wide range of administrative tasks, including word processing, mailings, filing, and answering the phone. Responsibilities include processing account documents, coordinating required materials with clients, and assisting with client-related requests. #J-18808-Ljbffr Stifel
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client Accounts & Services Specialist in Frisco, TX vacancy
- ...we ensure a bright future for NTT DATA Services and for the people who work here.Req ID:... ...-solving efforts between support teams, account teams, field service personnel and customers... ...ServicesNTT DATA Services partners with clients to navigate and simplify the modern...SuggestedFor contractors
$45k - $52k
...Future Opening: Business Development and Account Representative Do you want a career where... ..., self-starter, disciplined with process Service-minded and relationship-focused Preference... ..., furniture, and more. We save our clients money, time, and wasted materials while extending...SuggestedFlexible hoursSURFACE EXPERTS, INC.
Frisco, TX3 days ago- Ready to Launch Your Career? We want to work alongside those who are equally committed to excellence and personal achievement. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you want...SuggestedFor contractorsWork at office
Ed Forster - State Farm Agent
Frisco, TX3 days ago $50k - $75k
...Account Representative - State Farm Agent Team Member As Account Representative - State Farm Agent Team Member for Jj Castilleja -... ...of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive...SuggestedFor contractorsFlexible hoursJj Castilleja - State Farm Agent
Frisco, TX3 days ago- Stifel Financial Corp. is seeking a Client Services Associate in Frisco, TX to assist Financial Advisors with opening and maintaining client accounts and handling administrative tasks. The role involves customer service, data entry, and coordination of client documentation...Suggested
$18 - $20 per hour
...Medical Collector (Patient Accounts Representative) Remote Pay: $18 $20 per hour Job Type: Direct Hire Location: Fully Remote (Must reside in an approved state) Schedule: Flexible Scheduling Available Benefits: This position is eligible for Medical, Dental...Hourly payLocal areaRemote workFlexible hoursAddison Group
Frisco, TX2 days ago$60k - $120k
...life, recover from the unexpected and realize their dreams. Account Representative - State Farm Agent Team Member for Mike Bergman... ...of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive...For contractorsWork at officeMike Bergman
Frisco, TX1 day ago- ...We're Hiring! We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and...For contractorsWork at office
Rafael Parker - State Farm Agent
Frisco, TX3 days ago $15.8 - $23.7 per hour
...Summary JOB SUMMARY The Patient Account Representative is responsible for... ...attend meetings, training seminars and in-services to develop job knowledge. Respond timely... ...of healthcare industry expertise to clients in more than 135 local regions nationwide...Hourly payContract workWork at officeLocal areaRelocation packageFlexible hoursConifer Physician Services
Frisco, TX5 days ago- ...Patient Account RepresentativeAs a part of the Tenet and Catholic Health Initiatives family... ...of healthcare industry expertise to clients in more than 135 local regions nationwide... ...resources and incentives to redefine healthcare services, with a competitive benefits package and...Contract workWork at officeLocal areaRemote work
Phenom People
Frisco, TX1 day ago $75k - $100k
...Account Representative - State Farm Agent Team Member for Gene Wolfgram - State Farm Agent As Account Representative - State Farm... ...of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive...For contractorsWork at officeFlexible hoursGene Wolfgram - State Farm Agent
Frisco, TX2 days ago- ...Key Money Specialist Join a pioneering team within a leading financial services organization, specializing in merchant services.... ...processing capabilities, and ensure client satisfaction. As a Key... ...sales, with a focus on corporate account management within the merchant...
- A local repair service provider in Frisco seeks a Business Development and Account Representative to boost client engagement through education on efficient repair solutions. The ideal candidate will visit properties to establish relationships while expanding their earning...Local areaFlexible hours
- Baker Tilly is seeking an Onboarding Associate in the Client Accounting Services group to support client onboarding and cloud accounting implementations. You will apply accounting knowledge, project support, and technology to modernize financial operations and ensure a...
$66.5k - $123.5k
...business opportunities within new and existing clients. The SDR will also be responsible for... ...with an appointment to talk with an Account Executive. The SDR utilizes outbound phone... ...of Thomson Reuters products and services to potential clients in a concise manner...Work at officeLocal areaFlexible hours- Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients. As a Client Service Account Manager...Flexible hours
- ...Management has grown alongside its clients, establishing itself as a... ...personalized, and responsive services, along with innovative and... ...DescriptionThe Client Service Specialist is primarily responsible for... ...will open and maintain client accounts in compliance with Books and...
$60k - $72k
...and beverage company in Plano, Texas is seeking a Customer Service Specialist to support branded sales by ensuring accurate order processing... ...Responsibilities include developing relationships with key accounts, processing purchase orders, and facilitating new customer setups...Full time$50k - $75k
...Insurance Account Representative - State Farm Agent Team Member Successful State Farm Agent is seeking a qualified professional to... ..., identify customer needs, and market appropriate products and services. Maintain a strong work ethic with a total commitment to success...Hourly payFor contractorsWork at officeFabio Fernandez - State Farm Agent
Frisco, TX2 days ago$40k - $60k
...Insurance Account Representative - State Farm Agent Team Member As Insurance Account Representative - State Farm Agent Team Member... ...of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive...For contractorsWork at officeFabiola Sears - State Farm Agent
Frisco, TX1 day ago$60k - $84k
...Account Associate - State Farm Agent Team Member As Account Associate - State Farm Agent... .... You grow our agency through meaningful client relations and acting as a liaison between... ...marketing relevant products and services. Grow your career as you better your community...For contractorsWork at officeEd Forster - State Farm Agent
Frisco, TX57 minutes ago$50k - $75k
...Insurance Account Representative - State Farm Agent Team Member Full Time in Frisco, TX 401(k) matching Dental insurance Health insurance... ..., identify customer needs, and market appropriate products and services. Maintain a strong work ethic with a total commitment to...Hourly payFull timeFor contractorsMyagentfabio
Frisco, TX5 days ago- ...retirement program and passive monthly income ~ Health insurance reimbursement program Your responsibilities: Meet with clients over Zoom or by phone Present benefit and protection options Help secure families' financial futures Close sales and earn...Remote work
Globe Life
Frisco, TX27 minutes ago $20k
...strategic engagement and direct pipeline accountability within the Enterprise market.... ...of new mega enterprise business to sell Service Titan's product and services through relationships... ...consultants. Needs Assessment: Identify client needs and collect appropriate products/...Hourly payMinimum wageWork at officeFlexible hours2 days per week1 day per week$124.64k - $186.96k
...the future. At The Hartford, our Risk Services organization exists to help people and... ...enterprise.As a Risk Engineering Construction Account Specialist, you will provide direction and... ...effectively support regional operations, clients, and partners. Job requires travel for...Full timeTemporary workFor contractorsWork at officeRemote work- We're Hiring! We are a very busy office and are looking for our next great team member. About Our Agency ~ Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. Apply Now And Let Us Put ...For contractorsWork at office
Mike Bergman
Frisco, TX3 days ago $75k - $130k
...State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review...For contractorsWork at officeFlexible hoursGene Wolfgram - State Farm Agent
Frisco, TX3 days ago$75k - $100k
...Account Manager - State Farm Agent Team Member As Account Manager - State Farm Agent Team Member for Gene Wolfgram - State Farm Agent... ...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive...For contractorsWork at officeFlexible hoursGene Wolfgram - State Farm Agent
Frisco, TX2 days ago$60k - $84k
...Account Manager - State Farm Agent Team Member for Ed Forster - State Farm Agent As Account Manager - State Farm Agent Team Member... ...of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive...For contractorsWork at officeEd Forster - State Farm Agent
Frisco, TX3 days ago- ...Retail Service SpecialistThe Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer service, store appearance... ..., & Vision Insurance with Optional Flexible Spending Account (FSA)Team Member Health/Wellbeing ProgramsTuition...Local areaFlexible hoursShift workNight shift
O'Reilly Auto Parts
Frisco, TX5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Accounts & Services Specialist. Be the first to apply!
Related searches
- inbound call center customer service representative Frisco, TX
- customer relations specialist Frisco, TX
- customer service associate Frisco, TX
- e-commerce customer service representative Frisco, TX
- customer service representative remote Frisco, TX
- client service representative Frisco, TX
- full time customer service associate Frisco, TX
- customer service expert Frisco, TX
- client relations specialist Frisco, TX
- customer service administrator Frisco, TX