Hybrid Wealth Client Services Specialist
Jambalaya Group Recruiting
Join Jambalaya Group Recruiting as a Client Service Specialist in McKinney, TX. This role demands a detail-oriented individual with 3+ years of experience in financial services, focusing on client support and operations. Responsibilities include managing client communications, coordinating account transactions, and compiling meeting materials, ensuring a high level of service and compliance. The position offers a competitive salary, significant benefits, and hybrid work flexibility for qualified candidates. #J-18808-Ljbffr Jambalaya Group Recruiting
$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... ...and advisory processes Work Environment: Hybrid potential based on experience In-office collaboration...SuggestedFull timeTemporary workWork at officeImmediate startRemote workFlexible hours- 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...SuggestedFull time
- A leading financial services firm is looking for a Private Client Advisor in McKinney, Texas. In this role, you will provide comprehensive financial planning... ...needs from initial savings to managing significant wealth. Responsibilities include building client relationships...Suggested
- Encircle Wealth Advisors in McKinney, Texas, is seeking a motivated full-time assistant and client concierge to support our advisors. You'll have the chance to grow with the team, thriving in a service-oriented role. The perfect candidate will be well-organized and ready...SuggestedFull timePrivate practice
$43k - $55k
...professional to coordinate candidate submissions for educational clients. This role involves reviewing candidate presentations,... ...offers a competitive salary of $43,000 to $55,000 annually and can be hybrid, based in Frisco, TX. #J-18808-Ljbffr AHS AHS Staffing LLCSuggestedWork at office$22 per hour
...Title Come join our amazing team and work a hybrid schedule! Job Description The Customer Service Specialist I (White Label) will be responsible for providing... ...lending division of the designated White Label client, ensuring seamless customer experience. Track...Hourly payFull timeWork experience placementImmediate start$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 timeWorldwideMonday to Friday$20.16 per hour
...Note: This hybrid-remote position reports to our 2221 Lakeside Blvd, Richardson, TX 75082 location; if selected, you must be able to... ...technology. As a member of our team, you’ll redefine customer service, creating meaningful connections with each customer. Every interaction...Hourly payTemporary workWork at officeLocal areaRemote workWork from homeFlexible hoursShift workNight shift- ...Product Specialist The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra... ...introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. The Client...
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ..., and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$15 - $17.41 per hour
...Job Opportunity At At&T This hybrid position reports to our Lakeside Blvd location in Richardson, Texas and works in center 3-4 days... ...technology. As a member of our team, you'll redefine customer service, creating meaningful connections with each customer. Every...Temporary workWork at officeLocal areaRemote workWork from homeFlexible hoursShift workNight shift$43k - $55k
...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... ...is to have this individual working a hybrid schedule based in either our Frisco, TX...Work at officeRemote work- TwinThread in McKinney, Texas, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to a diverse clientele. The successful candidate will leverage their experience in client acquisition and relationship management to grow a book of...
- Quotient Wealth Partners Quotient Wealth Partners is an independent financial... ...wealth management services with a strong commitment to excellence and a client‑centric approach. As fiduciary... ...and experienced Client Services Specialist (CSS) to join our growing team....Work experience placementWork at office
- Stonebridge Family Vet in McKinney, Texas, is seeking a Client Service Representative to provide an exceptional experience for clients. Responsibilities include managing practice reception, maintaining veterinary records, processing payments, and scheduling appointments...Flexible hours
$78k - $180.7k
SAP SE is seeking a Sales Development Specialist in Plano, Texas. This hybrid role focuses on identifying and creating qualified opportunities for Account Executives, engaging with leads across various channels. The ideal candidate will have 1-3 years of professional experience...- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your... ...in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating...
$19.5 per hour
Texans Credit Union invites applicants for a Member Service Representative position within the Member Connect (Call Center) team. This full‑time role offers hybrid remote work after an initial 5-6 week training period and requires onsite presence twice a week thereafter...Full timeRemote work- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- ...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 and promote CityVet team members based on their abilities and accomplishments and create a welcoming...Full timeFlexible hours
- ...Associate in Richardson, Texas. This role combines sales, customer service, and technical knowledge to serve both new and existing... ...equivalent and at least two years of experience. The position offers a hybrid work model with competitive benefits including generous PTO,...
- 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...
- Quality Talent Group is seeking a Business Account Specialist in Richardson, Texas. This role emphasizes customer onboarding and support,... ...possess a bachelor’s degree or equivalent experience. Join us for a hybrid work model and enjoy a competitive pay structure with...Relocation package
- ...issues, complaints, and conflicts to ensure customer satisfaction and understanding Maintain a deep understanding of our client's products or services to provide accurate information to customers Adhere to company policies, procedures, and ethical standards Stay up...Local areaImmediate start
- ...truly a global presence of 20,000 movie lovers working together to make unforgettable experiences. Role Summary: A Guest Services Agent primary responsibility is to answer inbound calls and assist customers with a wide variety of questions and concerns while...Hourly payDaily paidContract workImmediate startRemote workNight shift
- ...team, the role will provide industry-leading support via phone, email and tracking software for our end user’s technical problems and service requests. The ideal candidate will have a proven track-record of strong analytical and troubleshooting skills. Key areas of...Hourly payDaily paidContract workRemote workRelocation packageFlexible hoursAfternoon shift
- ...Client Service Associate Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience. The Client Service Associate also works closely with the Wealth Manager...Work at office
- ...Function / Summary The Senior Commercial Client Administrator serves as a subject matter... ...Relationship Managers and direct client service to business clients. This role involves independent... ...management, merchant services, and wealth management, and assist with internal...Work at officeLocal area
$66.7k - $76.1k
...Capital One National Association is seeking a Client Services Associate with a strong focus on customer experience. This role involves handling client calls and managing interactions while working virtually from home, with occasional visits to Capital One hubs. The ideal...Remote workWork from home- ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and... ..., skills, and abilities to us as a Client Relationship Specialist II. You'll be positioned for a great... ...into TouchPoint Sales and Service. You'll manage exception reports and...Work at office
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