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
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$43k - $55k
...division of AHS Staffing, is dedicated to supporting students, school districts, and... ...BCBAs, School Nurses, and other related service providers with school districts and... ...expertise to help students succeed. The Client Services Specialist is responsible for supporting and...SuggestedWork at officeRemote work$75k - $90k
...Job Description Join us as a Financial Services Representative at NYL - DFW, where your career... ...strong financial future for both you and your clients. We offer comprehensive training, extensive resources, and continuous support to ensure you have everything you need to...Suggested- ...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...Suggested
- Extraco Corporation is seeking a detail-oriented Commercial Specialist to support our Commercial Banking team in Frisco, TX. This role includes responsibilities such as coordinating loan documentation, facilitating customer interactions, and ensuring compliance with banking...Suggested
$50 per hour
...quality training experiences, building positive relationships, supporting educators intheir implementation of Renaissance solutions,... ...during the tenure of employment with Renaissance to meet our clients' needs. Customize and deliver on-site and/or virtual product training...Hourly payContract workPart timeFor contractorsLocal areaRemote workWorldwideWork visaFlexible hours- Thomson Reuters in Frisco, TX is seeking an experienced Client Engagement Services Specialist to support ONESOURCE Tax Information Reporting for clients. You will map and load client data into OTIR, prepare client reports, and transmit IRS/state files while maintaining...Work at office
$18 per hour
...New Client Intake Specialist - Bilingual (Spanish) - Mental Health Location... ...therapeutic, and nutrition services. With over 30 locations and... ...clients feel informed and supported Maintain accurate documentation... ...Collaborate with intake advisors, clinical teams, and...Full timeWorldwideMonday to Friday- 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...
$59k - $75.05k
...Client Service Specialist (CSS) The Client Service Specialist (CSS) directly supports healthcare payers, leading meetings and coordinating with stakeholders to deliver operational goals. This role requires strong project management and technical skills to implement...Full timeWork at officeLocal areaImmediate startVisa sponsorshipFlexible hours$63k - $70k
...Client Service Specialist Location: McKinney, TX | Full-Time Calander Wealth, a growing and... ...Responsibilities Client Service & Relationship Support Serve as a primary point of... ...of action items Support advisors with both pre- and post-meeting workflows...Full timeTemporary workWork at officeImmediate startRemote workFlexible hours$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$71.8k - $77k
Overview Client Outreach Retention Consultant works with clients who have indicated intent... ...for the organization’s products and services. Receive inbound call transfers from the... ...comprehensive Total Rewards package designed to support associates’ financial well-being, health,...Hourly payWork experience placement- Summary The Senior Client Service Specialist is responsible for providing advanced analytical and client support functions to ensure the successful management and performance of assigned terminals. This role serves as a subject matter expert, partnering with internal departments...Work experience placement
$65k - $80k
...the Investment Operations Manager, the Investment Operations Client Support Specialist is responsible for onsite support related to coordinating,... ...and maintaining all investment account openings, and service requests, while maintaining confidentiality of client information...Full timeTemporary workWork at officeImmediate startRemote workMonday to Friday- ...development About the Role Ace Handyman Services of North Dallas is one of the fastest-... ...will serve as a point of contact for our clients while also managing our local digital marketing... ...Regular performance and pay reviews Supportive, team‑oriented culture Key...Full timeSeasonal workWork at officeLocal area
$12 per hour
...Front Desk / Customer Service Representative - Full Time Job Category: Operations Full-Time On-site Rate: $12 USD per hour... ...opportunity to join an established, successful, innovative company that supports your professional development. We are seeking an...Hourly payFull timeWeekend work- ...Company Description Procom is a leading provider of professional IT services and staffing to businesses and governments in Canada. With... ...staffing expertise include: Job Description On behalf of our client, Procom Services is searching for a Enterprise Service Management...Contract workH1bImmediate start
- ...technical knowledge of products, services and pricing, service setup... ...used for the delivery and support of Treasury Management products... ...support and daily contact for client resolution on Treasury... ...Treasury Management Implementation Specialists and Sales Officers when necessary...Bank staff
$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 role... ...information and support regarding products, services, and processes. Troubleshoot client...Full timeLocal areaFlexible hours- ...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
- ...knowledge, skills, and abilities to us as a Client Relationship Specialist II. You'll be positioned for a great... ...Client Relationship Specialist III supports relationship managers and clients in... ...into TouchPoint Sales and Service. You'll manage exception reports and...Work at office
- ...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
$65.61k - $107.79k
...and branding across platforms, and monitors feedback channels. Utilizes various tools (e.g., intranet, email) to deliver content, supports employee meetings or events, gathers staff input to improve effectiveness, and may verify alignment with external communications....Work experience placementShift work- ...Experience Representative to join their remote team and provide support throughout the travel reservation process. Candidates should... ...flexible scheduling options, making it an ideal opportunity for individuals looking to grow in the travel services industry. #J-18808-LjbffrRemote workFlexible hours
$23 - $30 per hour
...move forward. Our team is dedicated to creating supportive experiences that help individuals feel encouraged... ...their journey. We're currently hiring Customer Care Specialists to guide individuals through a structured service program designed to support personal progress and...Full timeCurrently hiring- ...Be the trusted day-to-day point of contact — responding quickly, clearly, and with empathy Coordinate cross-functionally with PD, Support, Engineering, and Product to remove blockers Capture customer stories, testimonials, and case studies What we're looking for Former...
$58.1k - $107.9k
...Client Engagement Specialist Thomson Reuters (Tax & Accounting) Inc. is a leading provider of technology... ...to our clients, Client Engagement Services Specialists assist ONESOURCE Tax... ...Balance: Flex My Way is a set of supportive workplace policies designed to help...Work at officeLocal areaFlexible hours$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... ...relationships, generating new business opportunities, and supporting clients throughout the service delivery process...Part timeWork experience placementWork at officeLocal areaFlexible hoursAfternoon shift$93.4k - $110k
...Accepted Accounting Principles (GAAP) work papers and supporting schedules to satisfy all investment accounting requirements... ..., incentive fees Expense tracking and approvals Service provider review Advise clients on various Ad hoc inquiries Anticipated Posting End...Work experience placement
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