Client Relationship Specialist - Financial Services
$47.84k - $54.08kHide-and-Seek-Recover
Hide-and-Seek-Recover is looking for a Client Relationship Specialist for their Plano, Texas office. This full-time role involves being the main liaison for clients, managing accounts, and ensuring excellent service throughout the recovery process. Ideal candidates will have 5 years of customer service experience, strong relationship-building skills, and familiarity with the financial sector, especially in areas like banking and collections. This position offers a competitive salary between $47,840 and $54,080 annually. #J-18808-Ljbffr Hide-and-Seek-Recover
- ...Deadline: 06/22/2026 BOK Financial Corporation Group includes... ...on building meaningful relationships, and you do so by leveraging... ...and abilities to us as a Client Relationship Specialist II. You'll be positioned... ...TouchPoint Sales and Service. You'll manage exception...SuggestedWork at office
$47.84k - $54.08k
...Client Relationship Specialist Plano, Texas | Full-Time | In-Office Position Have you ever worked for a financial institution and are looking for a great opportunity with a growing company... ..., lending, collections, mortgage servicing, credit unions, or other financial institutions...SuggestedFull timeWork at officeMonday to Friday- A leading financial services firm is looking for a Private Client Advisor in McKinney, Texas. In this role, you will provide comprehensive financial planning... ...wealth. Responsibilities include building client relationships and offering personalized investment solutions, while...Suggested
$60k - $100k
...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-focused, needs-based review process...SuggestedHourly payFor contractorsWork at officeFlexible hours- Hancock Whitney Corp. is seeking a Senior Commercial Client Administrator in Plano, Texas. This role involves providing expert administrative support to Relationship Managers and ensures high-quality service for business clients. Candidates should have experience in commercial...Suggested
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm... ...care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment... ...solutions to meet their financial needs. As a Private Client Advisor...
$10k
...business. All pet lovers welcome CityVet is looking for Client Service Specialists to join our team! At CityVet, we know our team of happy... ...to ensure a pleasant client experience and to build relationships with clients that result in loyal brand ambassadors. Essential...Full timeFlexible hours- Medium in Frisco, Texas, is seeking dedicated individuals for a work-from-home financial services position aimed at protecting families. This role offers flexibility and the chance to make a meaningful difference in the lives of others while upholding integrity in all...Remote jobWork from home
- A luxury goods company in Plano, Texas, seeks a Tiffany Client Advisor to enhance client experiences through personal flair and exceptional... ...in commercial results. The role involves developing client relationships and achieving sales targets while working flexible hours....Flexible hours
$45k - $70k
Willis Towers Watson is looking for a Client Service Representative (CSR) in Richardson, Texas. This role requires delivering high-quality client service and support while handling inquiries regarding accounts, products, and services. The ideal candidate will have a strong...- A financial services company is seeking a Client Success Specialist I to support clients in debt settlement programs. The role involves clear communication about services, maintaining documentation, and ensuring client progress. Candidates should have customer service experience...
- Andy Roethele Insurance & Financial Services is seeking a Customer Relations Representative for their State Farm Agent team in Plano,... ...In this role, you will be responsible for building strong client relationships and providing exemplary customer service. Ideal...
$75k - $130k
...you! State Farm agents market only State Farm insurance and financial service products. Compensation $75,000.00 - $130,000.00 per year... ...employees of State Farm. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused...Full timeFor contractorsWork at officeFlexible hours- A leading financial services firm in Texas is seeking a Treasury Sales Associate to enhance business relationships and drive sales targets within commercial banking. In this role, you... ...will collaborate on proposals, prepare client materials, and manage the sales pipeline...
- ...and analytics solutions for both the financial services and healthcare industries. ARGO transforms... ...SUMMARY A Retail Banking Solution Specialist’s role is to execute go‑to‑market... ...usage optimization Maintains ongoing relationships with customer subject matter experts...Full timeWork experience placementWork at officeNight shift
- A global financial services firm is seeking a Treasury Sales Associate to enhance relationships and provide financial solutions in a dynamic environment. The role involves collaborating... ...skills are essential for success in driving client-centered initiatives. #J-18808-Ljbffr...
$4,000 - $6,000 per month
...Financial Services Position State Farm Agent Team Member Successful State Farm Agent is seeking a qualified professional to join their... ...growth potential. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt,...Hourly payFor contractors$4,000 - $6,000 per month
...Agent. You will build and develop customer relationships within the community to promote State... ..., and market appropriate products and services. As an Agent Team Member, you will... ...Enthusiastic about the role insurance and financial products play in helping people manage...Hourly payFor contractorsWork at office- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families... ...that deepen client relationships. Job Responsibilities Champion... ...or equivalent financial services experience Demonstrated success...
- ...dedicated to influencing our clients, our employees, and delivering outstanding customer service while upholding diversity and... ...you will provide comprehensive financial planning and advice to... ...investment solutions focused on relationship management rather than portfolio...
- A luxury retail company in Texas is seeking a Tiffany Client Advisor passionate about providing exceptional client experiences. You will develop meaningful client relationships, exceed sales targets, and embody the Tiffany brand in every interaction. Responsibilities include...Afternoon shift
- ...A financial services company is seeking a fully remote Life Insurance Agent to engage with clients and offer tailored insurance solutions. The successful candidate will manage... ...professionals. The role emphasizes client relationship building and compliance with regulatory...Remote work
- ...headquartered in Houston, is a Texas-based financial services company dedicated to helping families,... ...around supporting the team, managing client documentation, ensuring loan... ...into nCino for file retention Build relationship profiles in nCino and assist in collateral...Temporary workWork at officeWork from home
- ...seeking a Sales Representative to guide customers through their vehicle purchase journey. You will create lasting relationships by providing excellent service and product knowledge. Candidates should have strong communication skills and be self-motivated. The company...
- ...ServInsurance Agent - Mortgage Protection & Financial Services Full-Time | Remote & Field... ...solutions. We specialize in providing clients with products that create real security... ...financial protection solutions. This is a relationship-driven sales role focused on educating...Base plus commissionFull timeWork at officeRemote workFlexible hours
- ...Key Money Specialist Join a pioneering team within a leading financial services organization, specializing in merchant services... ...managing end-to-end business relationships with key merchants, leveraging... ...processing capabilities, and ensure client satisfaction. As a Key...
$15 - $20 per hour
...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. Provide prompt, accurate, and friendly customer service...Hourly payFor contractors- ...innovation and help shape how clients experience our offerings... ...2B Payables Client Solution Specialist in the Commercial Bank’s Payments... ...solutions for key client relationships and prospect opportunities in... ...articulates operational and financial benefits Ability to...
$97.5k - $142k
...Responsibilities: Develop and implement sales strategies to surpass business growth targets and build trusted, consultative relationships with customers. Leverage emerging technology trends, market analysis, and knowledge of cloud solutions to showcase how Google...$97.5k - $141k
...(B2B) software company. Experience engaging and building relationships with a wide range of internal teams and customer stakeholders... ...agreements. Experience in selling Cloud solutions to the financial services or banking industry. Preferred Qualifications Experience...Full time
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