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 15 hours ago
Similar jobs that could be interesting for youBased on the Client Services Specialist in Plano, TX vacancy
  •  ...Receptionist - Client Service Specialist 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... 
    Suggested
    Full time
    Flexible hours

    CityVet

    Plano, TX
    3 days ago
  • $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...  ...in banking, auto finance, lending, collections, mortgage servicing, credit unions, or other financial institutions who excel... 
    Suggested
    Full time
    Work at office
    Monday to Friday

    Hide And Seek Recovery Inc

    Plano, TX
    9 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... 
    Suggested
    Full time
    Local area
    Flexible hours

    Zelis

    Plano, TX
    5 days ago
  • $16 per hour

     ...Customer Service Representative Job Category: Call Center Full-Time On-site Rate: $16 USD per hour Mercedes-Benz of Plano...  ...customers, offering patient assistance and support Call clients and customers to inform them about the company's new products,... 
    Suggested
    Hourly pay
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    Ewing Automotive Group

    Plano, TX
    12 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... 
    Suggested
    Full time
    Work at office
    Monday to Friday

    DebtBlue

    Richardson, TX
    7 days ago
  • $10k

     ...Private Client Adviser - Inside Sales Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales...  ...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
    2 days 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
  •  ...retention and satisfaction. Work the daily merchant log notes in an effort to proactively address potential merchant concerns. Product and Service expert. Follow up on outstanding merchant issues until the desired resolution is achieved. Retention, answers Retention calls in... 
    Temporary work

    Deluxe Corporation

    Plano, TX
    3 days ago
  •  ...The Radchenko Law Group, PLLC in Plano, TX is seeking a Legal Intake Specialist to be the first point of contact for potential clients, listening attentively and providing clear, actionable guidance to set the right tone for their experience. You will gather initial information... 

    The Radchenko Law Group, PLLC

    Plano, TX
    1 day ago
  •  ...Established in 1947, we are known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire individuals who bring new ideas to the table, understand smart risk... 
    Full time
    Part time
    Flexible hours
    Afternoon shift

    KnitWell Group

    Plano, TX
    5 days ago
  • $58.1k - $107.9k

     ...firms, corporations, law firms, and government. As part of a tax information reporting solution offered to our clients, Client Engagement Services Specialists assist ONESOURCE Tax Information Reporting (OTIR) clients in meeting their tax reporting and compliance needs by... 
    Work at office
    Local area
    Flexible hours

    Relha LLC

    Frisco, TX
    5 days 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... 

    Careers at Four Stars Auto Group

    Addison, TX
    2 days ago
  •  ...Valid8 Financial, Inc. is seeking a Client Services Associate (CSA) in Frisco, Texas. The CSA will be the face of the company, ensuring client satisfaction through effective communication and support. The role involves managing client inquiries, processing sales orders... 

    VALID8 Financial

    Frisco, TX
    1 day ago
  • $20 - $23 per hour

     ...Client Services Specialist Are you a relationship builder with a passion for senior care? Senior Helpers of Legacy Trail is looking for a driven and compassionate Client Services Specialist to join our growing team in Frisco. In this unique dual-focus role, you'll drive... 
    Part time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Afternoon shift

    Senior Helpers

    Frisco, TX
    2 days ago
  • $45k - $70k

     ...Client Service Representative As a Client Service Representative (CSR), you will be responsible for delivering high-quality service and support to Advisory and Insurance clients using web-based systems for tracking, information gathering, delivering education, and troubleshooting... 
    Temporary work
    Local area
    Flexible hours

    Willis Towers Watson

    Plano, TX
    12 days ago
  • $106.9k - $190k

     ...systems engineering and technical evangelism. This isn’t a "ticket-closer" role; you will be the bridge between our vSphere Kubernetes Services (VKS) Engineering team and our most strategic customers. You will take the pulse of the industry, translate complex customer pain... 
    Local area

    Broadcom Corporation

    Plano, TX
    3 days ago
  •  ...Flexible And Remote- Client Service Rep Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects your ambitions? Here's your chance to be your own boss, create your schedule, and live the life you've always imagined. Join us and... 
    Remote work
    Flexible hours

    Global Elite

    Richardson, TX
    3 days ago
  • $60k - $70k

     ...Job Description Job Description Position: Client Support Specialist Reports to: Client Support Operations Lead Department:     Leveraged...  ...and origination teams by executing flawless policy servicing, system data management, and general case setup. Focusing... 
    Full time
    Work at office

    Simplicity Group Holdings

    Plano, TX
    19 days ago
  •  ...Job Description We are hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. We are in a multi-trillion dollar industry because people need our help. This role focuses on helping... 
    Remote work

    Unlock Potential 360

    Plano, TX
    3 days ago
  •  ...Job Description Job Description Entry Level Client Representative Imperium Consulting | Dallas, TX Are you driven by goals...  ...with prospective customers to educate them on client products and services Build and maintain positive customer relationships... 
    Immediate start

    Imperium Consulting Inc

    Plano, TX
    18 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

    Jambalaya Group Recruiting

    Mckinney, TX
    1 day ago
  • $62.9k - $71.8k

     ...and 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 Financial Corp

    Plano, TX
    1 day ago
  •  ...Client Service Specialist For more than a century, BOK Financial Wealth Management has grown alongside its clients, establishing itself as a leader in the financial world with cutting-edge products that rival the biggest banks. Their dedication to building lasting relationships... 

    BOK Financial

    Plano, TX
    4 days ago
  •  ...Customer Service Representative We are seeking a Customer Service Representative to assist clients with travel planning, reservations, and overall support throughout the booking process. This role involves helping clients explore vacation options, answering questions... 
    Remote work
    Flexible hours

    Traveling with Tasha

    Plano, TX
    2 days ago
  •  ...Tyler Technologies, Inc. is looking for a Software Support Representative in Plano, Texas to provide software support for clients. In this entry-level role, you will ensure timely resolution of moderate software issues through data analysis and troubleshooting. The ideal... 

    Tyler Technologies

    Plano, TX
    5 days ago
  • $20k

     ...Support in the development of new mega enterprise business to sell Service Titan's product and services through relationships, cold...  ...schedule demos for sales consultants. Needs Assessment: Identify client needs and collect appropriate products/services for client... 
    Hourly pay
    Minimum wage
    Work at office
    Flexible hours
    2 days per week
    1 day per week

    ServiceTitan

    Plano, TX
    1 day ago
  •  ...oriented and like working with people this is an excellent opportunity. Come join our team and grow with us. We need a customer service representative that is capable of handling inbound customer inquiries as well as projects related to outbound contact with existing... 
    Full time
    Monday to Friday
    Shift work

    Datalink Bankcard

    Richardson, TX
    2 days ago
  •  ...Job Description Job Description Customer Service Associate Position Type: Full Time (M-F) Our team is currently hiring a full time Customer Service Associate in Dallas, TX. The characteristics we seek in potential employees are highly valued as they have the potential... 
    Full time
    Currently hiring

    Mojo

    Richardson, TX
    21 days ago
  •  ...Job Description Job Description Job Title: Customer Service Representative (Bilingual: English/Spanish Required) Location: Remote...  ...Committed to delivering exceptional service and support to our clients. We believe in creating a positive and inclusive workplace... 
    Temporary work
    Local area
    Remote work

    Kelly Services

    Richardson, TX
    14 days ago
  •  ...Description Job Description The Inside Sales and Customer Support Specialist is responsible for acting as a liaison between customers and...  ...Specialist, you will apply your expertise to our Customer Service platform. Working within the SCT organization, your ability to... 
    Work experience placement
    Home office
    Flexible hours
    Shift work
    Night shift

    ES&H Technical Services

    Plano, TX
    7 days ago

Do you want to receive more vacancies?

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