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

Client Services Specialist

Selerix Systems, Inc

Client Services Specialist

The Client Services Specialist is the foundational role in the Shared Services function responsible for executing routine, well-defined tasks that support the delivery of a seamless client experience across Selerix. This role exists to create capacity for System Configuration analysts, Client Success Managers, Data Services specialists, and others to focus on work that requires their deeper expertise.

This role is the primary entry point into the Selerix Client Success organization. Team members who excel here develop broad platform familiarity and operational discipline that prepares them to move into specialized roles across the organization over time.

Key Responsibilities

  • Complete assigned Shared Services tasks accurately and within defined SLA by following documented processes step by step, ensuring the submitting team can depend on consistent, error-free output.
  • Identify and communicate ticket ambiguity before starting work, asking clear, specific questions that resolve scope uncertainty without requiring back-and-forth escalation.
  • Escalate tasks that fall outside defined Shared Services scope promptly and with sufficient context, so the submitting team can redirect efficiently without delay.
  • Document completed work in a way that supports quality review, providing a clear record of what was done and flagging anything that appeared inconsistent or unclear in the source material.
  • Follow defined processes without shortcuts or improvisation, flagging process documentation gaps when a step doesn't match actual system behavior.
  • Build working familiarity with the Selerix platform across assigned task types, developing broad knowledge that prepares team members for specialized roles over time.
  • Participate in training for new task types as they transfer into Shared Services scope.
  • Share learnings about task types, platform behavior, and common errors with teammates.

Qualifications

  • 02 years of professional experience in an administrative, operations, or data entry role.
  • Experience working in a structured process environment with defined procedures and quality standards preferred.
  • Experience with benefits administration platforms or HR technology a plus but not required.
  • Strong attention to detail, with the ability to follow multi-step processes accurately and catch errors in source material.
  • Clear written communication and the ability to ask specific, useful questions when information is incomplete.
  • Comfort with technology and the ability to learn new platforms and systems quickly.
  • Familiarity with ticketing or project management systems (Monday.com, Jira, Zendesk, or similar) a plus.
  • Prior experience in a call center, shared services, or business process outsourcing environment a plus.
  • Associate's or bachelor's degree preferred, or equivalent professional experience.

Must be eligible for US employment

We offer the following benefits:

  • Medical, Dental and Vision insurance
  • 4 weeks paid time off (PTO)
  • 9 paid holidays
  • Tuition Reimbursement
  • 401K (with match)
  • Basic Life
  • Long-Term Disability
Selerix Systems, Inc
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Services Specialist in Plano, TX vacancy
  •  ...Wealth Management has grown alongside its clients, establishing itself as a leader in the...  ...diverse, personalized, and responsive services, along with innovative and value-added offerings...  ....Job DescriptionThe Client Service Specialist is primarily responsible for operational... 
    Suggested

    Bank of Oklahoma

    Plano, TX
    14 hours ago
  •  ...Job Description Job Description Client Relationship Specialist Plano, Texas | Full-Time | In-Office Position Have you ever worked for...  ...in banking, auto finance, lending, collections, mortgage servicing, credit unions, or other financial institutions who excel... 
    Suggested
    Full time
    Work at office

    Hide and Seek Recovery

    Plano, TX
    4 days ago
  • $59k - $75.05k

     ...by healthcare experts - driving real, measurable results for clients. At Zelis, AI is woven into the fabric of how we work....  ...that shape who you are. Position Overview The Client Service Specialist (CSS) directly supports healthcare payers, leading meetings... 
    Suggested
    Full time
    Work at office
    Local area
    Immediate start
    Visa sponsorship
    Flexible hours

    Zelis

    Plano, TX
    1 day ago
  • Truist in Plano, TX seeks a Regular Teller/Client Service Associate to provide timely, accurate transactions and superb service. You will educate clients on digital banking, though self-service tools, and support outbound outreach. You will build relationships, understand... 
    Suggested

    Truist

    Plano, TX
    4 days ago
  • BAL in Richardson, Texas is seeking a Client Immigration Representative (CIR) to assist in day-to-day immigration services for clients. The role involves collaborating with teams, managing inquiries, and ensuring a positive client experience. Ideal candidates will have... 
    Suggested

    BAL

    Richardson, TX
    3 days ago
  • AO Globe Life is actively hiring professionals for a fully remote, client‑facing role with long‑term growth potential. If you’ve worked in customer service or another contact role, you can apply your experience in a structured, growth‑oriented environment from home. You... 
    Remote job

    AO Globe Life

    Plano, TX
    1 day ago
  • Position Type: Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in... 
    Local area

    Charles Schwab

    Plano, TX
    2 days ago
  • $19 - $24 per hour

     ...Chat Support Specialist The Chat Support Specialist serves as a primary point of contact for clients, delivering exceptional support through chat and email channels. This...  ...information and support regarding products, services, and processes. Troubleshoot client issues... 
    Full time
    Local area
    Flexible hours

    Zelis

    Plano, TX
    14 hours ago
  •  ...Were looking for a Customer Service Rep to support the preparation and delivery of goods or services, work collaboratively across teams...  ...along with gain knowledge of company offerings to better serve clients, provide excellent service to customers and team members,... 
    Weekly pay
    Flexible hours
    Shift work

    TradeJobsWorkforce

    Plano, TX
    1 day ago
  •  ...Consultancy , we’re building a global network of on-demand customer service professionals, and we want you to join us! You’ll start with an...  ...and trial program in Greece , working with one of our on-site clients to gain hands-on experience. After successfully completing the... 
    Remote work
    Worldwide
    Relocation
    Relocation package
    Flexible hours

    GrabJobs

    Plano, TX
    4 days ago
  •  ...provides support to the underwriting team by handling day-to-day client servicing, managing workflow, and ensuring timely and accurate...  ...Information The base salary range for the Underwriting Support Specialist position is $21.78/hr-$29.95/hr with a 5% bonus potential. The... 
    Work experience placement
    Local area

    Markel

    Plano, TX
    14 hours ago
  • Charles Schwab is seeking a Client Relationship Specialist in Plano, TX. You will support branch leadership to deliver an unparalleled client experience and help grow the business in a service-driven environment. Licensed work is not required, but Schwab will support you... 
    Local area

    Charles Schwab

    Plano, TX
    2 days ago
  • Markel Corporation in Plano, TX is seeking an Underwriting Support Specialist to serve as a resource on the underwriting team, handling day-to-day client servicing and processing transactions not requiring underwriter review. The role requires strong communication, attention... 

    Markel Corporation

    Plano, TX
    3 days ago
  • Collectors Universe Inc. is searching for a Customer Experience Representative in Plano, TX. This role involves informing customers about services and assisting with inquiries while ensuring an organized flow during drop-offs. Ideal candidates will have 4+ years in customer... 

    Collectors Universe Inc.

    Plano, TX
    14 hours ago
  • $10k

     ...or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with...  ...supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales... 
    Work at office

    Fisher Investments

    Plano, TX
    1 day ago
  • Morgan Stanley in Plano, TX is seeking a Client Support Specialist to assist aFA/PWA/team with client relationships, account onboarding, and digital...  ...movements, and maintain documentation while upholding high service standards. The role emphasizes accuracy, strong... 

    711 MS Smith Barney, LLC

    Plano, TX
    1 day ago
  •  ...Independent Client Services Consultant (Remote) About the job Independent Client Services Consultant (Remote) We are bringing on Independent Client Services Consultant (Remote) to join our remote team. You will assist clients with planning, booking, and support throughout... 
    Remote work

    Travel With Lani

    Plano, TX
    1 day ago
  • $22 - $26 per hour

     ...We are seeking a Client Services Specialist to provide exemplary customer service for our clients and lenders. As a Client Services Specialist at Four Stars Finance (A D&M Leasing Company), you will play a vital role in ensuring exceptional customer experiences. RESPONSIBILITIES... 
    Work at office

    Dmautoleasing

    Addison, TX
    2 days ago
  •  ...0 Centennial Blvd, Richardson, TX 7508 Summary The Treasury Services Representative authenticates and processes daily incoming wire...  ...instructions. Responsible for set-up and/or deployment of new client products and services that include, but are not limited to,... 
    Work at office
    Remote work

    Inwood National Bank

    Richardson, TX
    a month ago
  •  ...Cox Automotive in Plano, TX is seeking an Account Operations Specialist II to join our vehicle operations team. You will check in vehicles...  ...accurate, efficient processes. The role emphasizes cultivating client relationships through proactive engagement and tailored... 

    CAI Cox Automotive Corp Svcs., LLC

    Plano, TX
    4 days ago
  •  ...Job Description Job Description Customer Service Representatives – ON SITE - First Shift available. Loss Prevention Services...  ...Candidates will have: Trained as Subject Matter Experts on our clients and services. Entering and updating information into... 
    Weekly pay
    Full time
    Work at office
    Shift work
    Day shift

    Loss Prevention Services MS LP

    Plano, TX
    25 days ago
  •  ...Client Relationship Specialist Candidate Authenticity Statement We recognize that AI tools are increasingly used in professional settings. However...  ...client issues, educating clients on products and services, and supporting strategies for retention and growth. Please... 
    Work at office
    Remote work

    AE Perkins

    Carrollton, TX
    1 day ago
  •  ...Client Experience Specialist - Tier 1 At BAL, we are committed to providing unparalleled services to our global and diverse clientele. We are dedicated to excellence, innovation, and delivering exceptional client experiences at every stage of engagement. We are seeking... 
    Work at office

    BAL

    Richardson, TX
    3 days ago
  •  ...of our employees is just as important as the future of our business. All pet lovers welcome CityVet is looking for Client Service Specialists to join our team! At CityVet, we know our team of happy people is as unique and diverse as the pets we care for. We recruit... 
    Full time
    Flexible hours

    CityVet

    Plano, TX
    27 days ago
  •  ...Job Description Job Description Client Success Specialist - Customer Service Department DebtBlue, LLC is a fast‑growing debt settlement organization committed to helping individuals and families regain financial stability. We serve with integrity, compassion, and... 
    Full time
    Work at office
    Monday to Friday

    DebtBlue

    Richardson, TX
    10 days ago
  • $63k - $70k

     ...Client Service Specialist Location: McKinney, TX | Full-Time Calander Wealth, a growing and high-performing advisory practice, is seeking an experienced Client Service Specialist to join the team. This role is designed for a professional who can step in with industry... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Remote work
    Flexible hours

    Ameriprise Financial - Texas

    Mckinney, TX
    more than 2 months ago
  • $60k - $114k

     ...Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations...  ...across the United States, serving clients with domestic and international operations...  ...locations. The Senior Client Account Specialist ensures that the firm receives timely payments... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Flexible hours
    Shift work

    GrabJobs

    Garland, TX
    5 days ago
  • $62.9k - $71.8k

     ...bring solutions to match their needs through consultative selling by: Serving as the main point of contact for dealer customer service escalations.  Providing high touch concierge service.  Developing a deep understanding of our products and programs, mining for... 
    Full time
    Part time
    Work at office
    Local area

    Capital One

    Plano, TX
    29 days ago
  •  ...Client Service Representative VCA North Plano Animal Hospital located in Plano, Texas is currently seeking an enthusiastic Client Service Representative to join our team. The successful candidate must be 18 years of age or older, and be at ease handling animals, providing... 
    Temporary work

    VCA Animal Hospitals

    Plano, TX
    4 days ago
  • $18 per hour

    New Client Intake Specialist - Bilingual (Spanish) - Mental Health Location: McKinney, TX (On-site only) Compensation: $18/hour base + Monthly...  ...specializing in psychological, therapeutic, and nutrition services. With over 30 locations and continued expansion across state... 
    Full time
    Worldwide
    Monday to Friday

    Kaizen Lab Inc.

    Mckinney, TX
    4 days ago

Do you want to receive more vacancies?

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