Advisor Support & Client Services Specialist
Raymond James
Raymond James in Frisco, Texas is seeking a dynamic Registered Client Service Associate. This crucial role provides high-quality administrative support to Financial Advisors and clients, ensuring efficient service across various interaction channels. The ideal candidate has strong communication skills and can manage multiple tasks in a fast-paced environment. Knowledge of investment concepts and experience with CRM software are essential. Join us and grow your career with Raymond James! #J-18808-Ljbffr Raymond James
$75k - $90k
...Description Step into the role of a Financial Services Representative with NYL - DFW, where... ..., extensive resources, and continuous support, you'll have everything you need to... ...strong, trusted relationships with your clients, guiding them toward confident, secure financial...Suggested$75k - $90k
Join us as a Financial Services Representative, and you'll be part of a trusted team known... ..., providing you with the tools and support to excel in your career. You'll have the... ...to build meaningful relationships with clients, guiding them toward a secure financial...Suggested- A leading financial services firm in Plano, Texas, seeks a Private Client Advisor to provide comprehensive financial planning and exceptional client service. The advisor will support a diverse client base, from new savers to high-net-worth individuals. This role emphasizes...Suggested
- ...Whitney Corp. is seeking a Senior Commercial Client Administrator in Plano, TX. The ideal... ...lending and demonstrate strong client service skills. Key duties include handling complex... ...using nCino and Salesforce, and supporting fraud monitoring efforts. A bachelor's degree...Suggested
- Business Line/Corporate Support Office Support Reports to Regional Office Support Leader... ...all office areas (outside of janitorial services). Communication with, and coordination... ...presentations. Scans and sends documents to clients, sub-consultants, and other Garver...SuggestedSummer workWork at office
$19 - $22 per hour
...Client Service Representative Are you looking to be a part of an amazing team of people who get to help provide state-of-the-art healthcare... ...amongst our team and with our clients. Leadership support: We truly value each team member as an individual. The experiences...Hourly payFull timeWork at officeMonday to FridayFlexible hoursShift workWeekday work$12.5 - $15.63 per hour
...Salon Customer Experience Specialist The Customer Sales and Experience Specialist is the first and last... ...appointment scheduling, and prompt, courteous service. In addition to supporting the salon team and resolving client concerns, the Customer Sales and Experience Specialist...Hourly paySeasonal workWorldwide- ...Come join Beal Bank USA's growing and thriving online retail operations team! Internet Client Services Specialists are responsible for providing exceptional frontline service and support to Beal Bank's current and prospective consumer and business customers within an...Work at officeLocal areaRemote workRelocation
$20 per hour
...Security Officer Special Event Coverage Now Hiring! GardaWorld Security Services is hiring additional security officers in support of FIFA world cup events across DFW. EVENT BASED- PICK UP SHIFTS- Temp to Perm Every day is different at GardaWorld with diverse work...Hourly payPermanent employmentTemporary workImmediate startFlexible hoursShift work- ...Enterprise Service Management Consultant On behalf of our client, Procom Services is searching for a Enterprise Service Management Consultant for a contract opportunity in Plano, TX. Enterprise Service Management Consultant Job Details Monitoring solutions including...Contract workH1bImmediate start
- Hancock Whitney is seeking a Senior Commercial Client Administrator in Plano, Texas, to provide vital administrative support to Relationship Managers and clients. The role... ...preferred. Strong organizational and client service skills are essential for success in this position...
$18 - $25 per hour
...Customer Service Representative & Digital Marketing Coordinator Ace Handyman Services... ...will serve as a point of contact for our clients while also managing our local digital... ...opportunities, regular performance and pay reviews, supportive, team-oriented culture. Customer...Hourly payFull timeSeasonal workWork at officeLocal area$18 per hour
...Front Desk / Customer Service Representative - Full Time During your first 30 days of employment, iFLY will guarantee a minimum... ...opportunity to join an established, successful, innovative company that supports your professional development. We are seeking an...Hourly payFull timeWeekend work- ...problem. This opportunity removes the ceiling. You’ll work with clients who have already expressed interest in receiving help. Your... ...results, not hours What is Provided Warm leads Training Ongoing support You Bring Work ethic Coachability Desire to earn more All...Remote jobWork from home
- A financial advisory firm based in Dallas is seeking a Client Services Specialist (CSS) with at least 2 years of client service experience in financial services. The role focuses on supporting Wealth Advisors by handling account maintenance, providing exceptional customer...Full time
- ...for a dedicated team member to enhance client experiences through effective transaction... ...diploma and relevant experience in client services or sales. Responsibilities include... ...solutions, maintaining accurate records, and supporting sales processes through client outreach....
$18 - $22 per hour
A leading veterinary healthcare provider is seeking a Veterinary Client Service Representative to support their emergency department. The ideal candidate will have outstanding communication skills and experience in customer service, providing compassionate support while...Hourly payDaily paid- ...assembled a curious team that questions the status quo. As a Client Support Specialist, you’ll act as a liaison between our clients and Arteriors... ...on your feet while ensuring the best possible level of service. You are motivated and driven. You appreciate a challenge...
- Template- Client Service Specialist, Hair Color Bar Client Service Specialist, Hair Color Bar As the Madison Reed Hair Color Bar Client Service... ...are of utmost importance and every team member feels supported to succeed. We are hair color that breaks the rules. Our commitment...Permanent employmentWeekend workAfternoon shift
$45k - $60k
New Client Intake Sales Specialist - Mental Health (In-Office) Location: McKinney,... ...therapeutic, and nutrition services. With over 30 locations and... ...clients feel informed and supported Maintain accurate... ...Collaborate with intake advisors, clinical teams, and billing...Full timeWork at officeWorldwideMonday to Friday$63k - $70k
Client Service Specialist Location: McKinney, TX | Full-Time Calander Wealth, a growing and high-performing... ...Client Service & Relationship Support Serve as a primary point of contact... ...completion of action items Support advisors with both pre- and post-meeting workflows...Full timeWork at officeImmediate startRemote work- ...comprehensive wealth management services with a strong... ...to excellence and a client‑centric approach. As fiduciary... ...Client Services Specialist (CSS) to join our... ...financial services client support. The ideal candidate is... ...Operations Manager, Advisors, and fellow CSSs to deliver...Work experience placementWork at office
- ...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 their journeys. Key Responsibilities: Support clients...Remote job
- Markel Corporation in Plano, TX, is seeking an Underwriting Support Specialist/Sr. Underwriting Support Specialist to join their AI... ...position focuses on managing renewal business, providing client servicing, and ensuring a smooth workflow. Candidates should possess...
- ...Senior Commercial Client Administrator The Senior Commercial Client Administrator serves as a subject matter... ...moderately complex administrative and operational support to Relationship Managers and direct client service to business clients. This role involves independent...Work at officeLocal area
- ...needs, suggest alternatives and provide solutions. This customer service focused team member is knowledgeable in all areas of the Store'... ...to work and maintain established business hours in order to support the FedEx Office business; regular attendance and/or reporting...Work at officeLocal areaShift work
$69k
...roles. You will work remotely to serve clients and offer valuable advice and protection... ...is remote, you will have lots of support. Qualities We Value: Willingness... ...help others: provide valuable advice and services. Effective Communication Skills: your...Remote jobFull timeWork from homeFlexible hours- Brown & Brown is seeking a Benefits Specialist to join their team in Plano, Texas. This role focuses on client service delivery, managing client communications, and supporting open enrollment initiatives. Ideal candidates will have 1-3+ years of experience in employee benefits...
- Lex-Cooling, Heating, Plumbing and Electric in Plano, Texas is looking for a Client Service Representative to provide exceptional customer support. Responsibilities include answering calls to schedule service appointments, managing inquiries, and assisting the sales team...
- ...Houston, is a Texas-based financial services company dedicated to helping families... ...Servicing, and Cornerstone Insurance. Supported by 1,600 team members, Cornerstone is... ...: We are seeking a Treasury Services Client Support Specialist to join our team! The Client Support...Remote workWork from home
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