Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Experience Specialist - Financial Services

$65k - $80k

The Strategic Implementer

The Strategic Implementer is looking for a dedicated Client Service Associate to join their team in Frisco, Texas. You will play a critical role in assisting clients with their needs and providing excellent service. Ideal candidates will have 3 years of financial services experience and strong organizational skills. This position offers a competitive salary between $65K-80K, along with a quarterly bonus plan, health insurance, and a supportive work environment focused on work/life balance. #J-18808-Ljbffr The Strategic Implementer

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Experience Specialist - Financial Services in Frisco, TX vacancy
  • CityVet in Prosper, Texas is looking for a Client Service Specialist to serve as the primary point of contact for clients. This role involves...  ...managing appointment check-ins, ensuring a pleasant client experience, and building relationships with clients. Ideal candidates... 
    Suggested
    Full time

    Hirebridge

    Prosper, TX
    4 days ago
  • A leading beauty company in Texas is looking for a Client Service Specialist for their Hair Color Bar. You will enhance client experiences from arrival to departure and engage with clients to ensure delightful interactions. The role involves operating front-end processes... 
    Suggested
    Full time

    Madison Reed Sandbox

    Allen, TX
    4 days ago
  •  ...Job Overview As a Customer Experience Colleague, you will create exceptional...  ...'ll also play a key part in client relationship building through...  ...experience. In addition to service and selling, you'll support...  ...health counseling and legal/financial advice Access the full menu... 
    Suggested
    Full time
    Flexible hours
    Afternoon shift

    Macy's

    Frisco, TX
    5 days ago
  • $19 - $27 per hour

     ...APPLYING APPLICATIONS WITHOUT REQUIRED EXPERIENCE WILL NOT BE REVIEWED This is ahigh-performance...  ...in building relationships, recommending services, and closing treatments and packages....  ...desk role. You are a key part of the client experience and overall spa growth and... 
    Suggested
    Hourly pay
    Weekend work

    Issil Beauty Spa

    Plano, TX
    28 days ago
  • $60k - $100k

     ...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships...  ...individuals. We take pride in using our years of valuable experience to mentor individual team members and prepare them for... 
    Suggested
    Hourly pay
    For contractors
    Work at office
    Flexible hours

    Gene Wolfgram - State Farm Agent

    Frisco, TX
    2 days ago
  •  ...vertical and assist on various requests and they may need to work on some reports as well. Looking for candidates with 2-4 years of experience only Experience in MS Suite is highly required RESPONSIBILITIES: Operate a multi-line switchboard to route incoming... 
    Work at office

    The Rockridge Group

    Frisco, TX
    29 days ago
  •  ...Customer Experience Specialist (Leasing/Customer Service) Texas - Frisco Do you love helping people feel at home? As a Customer Experience Specialist, you will help residents feel at home in our community and assist prospective residents in finding their perfect... 
    Full time
    Work at office
    Flexible hours
    Afternoon shift

    Cottonwood Residential

    Frisco, TX
    3 days ago
  •  ...We are seeking a Customer Experience Representative to join our remote team and provide...  ...customers throughout the reservation and service process within the travel services industry...  ...reservation records Follow up with clients to ensure satisfaction and service completion... 
    Remote work
    Flexible hours

    Travelcareerlaunch

    Frisco, TX
    4 days ago
  • Salon Customer Experience SpecialistThe Customer Sales and Experience Specialist is the first and last impression of the salon, responsible for creating a welcoming, professional, and elevated experience for every guest. This role ensures smooth fron

    JCPenny

    Frisco, TX
    8 hours ago
  • $12.5 - $15.63 per hour

     ...Salon Customer Experience Specialist The Customer Sales and Experience Specialist is the first and last impression...  ...scheduling, and prompt, courteous service. In addition to supporting the salon team and resolving client concerns, the Customer Sales and Experience... 
    Hourly pay
    Seasonal work
    Worldwide

    JCPenney

    Frisco, TX
    2 days ago
  • $21 - $24 per hour

     ...be based on your skills and experience — talk with your recruiter to...  ...range $21.00/hr - $24.00/hr Our client, a major national nonprofit...  ...impact finance and advisory services, is seeking two Sales Concierge...  ...and Sales Industries Financial Services and Non-profit Organizations... 
    Contract work
    Immediate start

    Career Group

    Frisco, TX
    4 days ago
  •  ...We are seeking Remote Client Experience Consultants to assist clients with customized travel arrangements. This role is remote with professional...  ...:Research and create personalized itineraries.Book travel services such as flights and hotels.Provide client support and... 
    Remote work

    Travel With Lani

    Frisco, TX
    7 days ago
  •  ...Ross Stores in Frisco, Texas, seeks a Retail Associate responsible for ensuring customers have a positive shopping experience. The role involves assisting customers, maintaining a clean work area, and following safety procedures. The ideal candidate should communicate... 

    Ross Stores, Inc.

    Frisco, TX
    3 hours ago
  •  ...most. Backed by over 20 years of industry experience from our agency owner, we bring deep...  ...trusted guidance, and a steady hand to every client interaction. As a small but growing...  ...delivering personalized support, proactive service, and clear communication so clients feel... 
    Work at office

    Citadel Insurance Group

    Mckinney, TX
    13 days ago
  •  ...brand's face to retail customers, ensuring a memorable customer experience. Responsibilities include engaging with customers, achieving...  ...maintenance. The ideal candidate should possess excellent customer service skills, be adaptable, and be available to work a flexible... 
    Flexible hours

    Vans

    Frisco, TX
    5 days ago
  •  ...Sales Advisor to engage with customers and provide exceptional service. You will respond to inquiries, build relationships, and guide...  ...for career development. Ideal candidates have sales or retail experience and must be self-motivated, with a valid driver's license.... 
    Weekly pay

    Asbury

    Frisco, TX
    5 days ago
  • A leading property management company is seeking a Customer Experience Specialist in Frisco, TX. In this full-time role, you will help residents...  .... Responsibilities include providing excellent customer service, maintaining the quality of apartments, and planning community... 
    Full time

    Cottonwood Residential

    Frisco, TX
    4 days ago
  • Macy's in Frisco, Texas is seeking a Customer Experience Colleague to enhance customer satisfaction through personalized shopping experiences. This role involves sales support, effective communication with customers, and collaboration across multiple departments. Applicants... 

    Macy's

    Frisco, TX
    5 days ago
  •  ...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities: Establish customer relationships and follow up with customers, as needed. Use a customer-... 
    Hourly pay
    For contractors
    Flexible hours

    Gene Wolfgram - State Farm Agent

    Frisco, TX
    14 days ago
  • $12 - $12.5 per hour

    TJ Maxx in Frisco, TX, is hiring for a retail role focusing on delivering an excellent customer experience. Responsibilities include engaging customers, maintaining store cleanliness, and processing merchandise accurately. The ideal candidate will have strong communication... 
    Hourly pay
    Flexible hours

    TJ Maxx

    Frisco, TX
    3 days ago
  •  ...Description Job Description Local HQ based Financial Services office working in the fastest growing...  ...receptionist who loves working with clients. Responsibilities: Front Desk...  ...Setting and Confirmations (a must experience) Monthly Marketing Event Confirmations... 
    Work at office
    Local area
    Immediate start
    Remote work

    Lincoln Wealth

    Plano, TX
    2 days ago
  •  ...About HLN Financial HLN Financial is a leader in the Financial Services industry. Our company is experiencing record expansion as the demand for our products...  ...Bonuses Qualifications • Previous experience in Financial Services, Sales, Customer Service,... 
    Remote job
    Daily paid
    Full time
    Part time
    Immediate start
    Work from home
    Home office

    Hln Financial

    Frisco, TX
    8 hours ago
  •  ...New Client Investment Specialist At J.P. Morgan Wealth Management, we have an...  ...delivering extraordinary customer service while maintaining a strong...  ...an exceptional client experience by understanding and...  ...Solid understanding of financial markets and can effectively... 
    Work at office
    Remote work
    Monday to Friday
    3 days per week

    Chase

    Plano, TX
    2 days ago
  • -No prior industry experience required -Meet with clients on Zoom to help deliver and explain their benefits -Explain options in a clear, simple, and relatable way -Use basic computer skills (email, Zoom, online systems) daily -Follow a proven process with training... 
    Remote job
    Full time

    Zuzick Organization of Globe Life

    Mckinney, TX
    1 day ago
  •  ...headquartered in Houston, is a Texas-based financial services company dedicated to helping...  ...brings more than a century of experience and is the highest-capitalized new...  ...We are seeking a Treasury Services Client Support Specialist to join our team! The Client Support... 
    Remote work
    Work from home

    Cornerstone Capital Bank

    Plano, TX
    5 days ago
  •  ...creative design company located in Texas is looking for a Client Support Specialist to serve as the first point of contact for clients, assisting...  ...should have a High School Diploma or equivalent and some experience in customer support roles that involve phone and email... 

    ARTERIORS Home

    The Colony, TX
    4 days ago
  •  ...business. All pet lovers welcome CityVet is looking for Client Service Specialists to join our team! At CityVet, we know our team of happy...  ...beginning with the first impression during any client experience, whether that is on the phone or face-to-face. It is the job... 
    Full time
    Flexible hours

    CityVet

    Plano, TX
    5 days ago
  •  ...development. In this position, you will oversee onboarding new clients, collaborate with internal teams, and support external...  ...dynamic environment. Proficiency in Microsoft Office Suite; experience with Salesforce is a plus. Benefits: We offer a competitive... 
    Full time
    Work at office
    Immediate start
    Worldwide

    Surya Carpet

    Frisco, TX
    2 days ago
  •  ...techniques to promote our products and services. Meet and exceed sales targets and objectives...  ...customer service. Follow up with clients to ensure satisfaction and maintain...  ...Strong Interest in a sales career – Sales experience is a plus but not required. Excellent... 
    Full time
    Monday to Friday
    Shift work

    KPI Investments

    Mckinney, TX
    6 days ago
  • $18 - $50 per hour

     ...Build rapport with parents, athletes, and adult clients to understand their goals Schedule and coordinate...  ...local community What We're Looking For Experience in sales, appointment setting, customer service, or call center environments Comfortable making... 
    Hourly pay
    Local area
    Flexible hours

    D1 Training

    Frisco, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Experience Specialist - Financial Services. Be the first to apply!