Top 122 Financial specialist Jobs in Arlington Tx

Client Solutions Specialist – Financial Services
Sullivan Financial Partners —Southlake, TX
- $45,000 - $65,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
3d
Gold Appraisal Specialist
Gold Adam —Dallas, TX
- $60,000 - $65,000 a year
- Full-time
- Mid-level
- High school diploma or GED
- 2 years
- Paid parental leave
- Paid holidays
Quick Apply
Financial Professional - Retirement Benefits Group
Equitable Advisors —Fort Worth, TX
- $25,000 - $125,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Underwriting Specialist OR Executive Underwriter - Middle Market
Zurich Insurance Company Ltd. —Addison, TX
- $79,600 - $172,300 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Flexible schedule
Financial Professional (Sales & Marketing)
Equitable Advisors —Dallas, TX
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
Participant Services Specialist – Stock Plan Support
Charles Schwab —Westlake, TX
- $29.94 - $34.99 an hour
- Monday to Friday
- Hybrid work
- Finance
- Bachelor's degree
- In-person
- Paid parental leave
- Employee stock purchase plan
5d
Financial Aid Specialist II
Texas Wesleyan University —Fort Worth, TX
- Word processing
- Computer literacy
- Basic math
Financial Analysis Specialist Advisor
NTT Ltd —Dallas, TX
- $72,500 - $135,500 a year
- Salesforce
- Mid-level
- Office
- Health savings account
- AD&D insurance
Financial Planning Support Specialist
First Command Financial Services, Inc. —Fort Worth, TX
- Hybrid work
- CPA
- Mid-level
- Finance
Specialist, Asset Management
Invitation Homes —Dallas, TX
- $66,525 - $115,310 a year
- Overtime
- Microsoft Outlook
- Salesforce
- Research
- Disability insurance
- Health insurance
11d
Senior Customer Success Specialist - Financial Audit
Wolters Kluwer —Coppell, TX
- $71,300 - $124,500 a year
- Full-time
- CPA
- Office
- Bachelor's degree
- Commuter assistance
- Paid parental leave
Sr. Specialist Finance - Trading Services
Charles Schwab —Westlake, TX
- $43.27 - $55.29 an hour
- Hybrid work
- Office
- 3 years
- Finance
- Paid parental leave
- Employee stock purchase plan
4d
Licensing Specialist
First Command Financial Services, Inc. —Fort Worth, TX
- Hybrid work
- Customer service
- Mid-level
- Administrative experience
Finance Support Specialist I
Cox Automotive —Dallas, TX
- $18.22 - $27.36 an hour
- Extended hours
- Hybrid work
- Oracle
- Microsoft Outlook
- Customer service
- Paid jury duty
- Paid holidays
12d
Senior Specialist, Enterprise and Operational Risk Management – RCSA Program Team
Charles Schwab —Southlake, TX
- $33.65 - $40.87 an hour
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Paid parental leave
- Employee stock purchase plan
3d
Credit Specialist - Underwriter
Octane —Irving, TX
- Rotating shift
- Google Workspace
- High school diploma or GED
- 1 year
- Health insurance
- Dental insurance
Senior Supervision Specialist
Cetera Financial Group —Dallas, TX
- $80,000 - $118,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Bachelor's degree
12d
Risk Specialist
Heidelberg Materials —Irving, TX
- $67,130.00 - $89,516.66 a year
- Full-time
- Research
- Mid-level
- Office
- Health savings account
- AD&D insurance
6d
Patient Financial Specialist Lead - Patient Financial Services
Christus Health —Irving, TX
- Full-time
- Microsoft Outlook
- Mid-level
- High school diploma or GED
- On-the-job training
Accounts Receivable Specialist
Core-Mark —Fort Worth, TX
- $24 - $26 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Employee stock purchase plan
- Health insurance
7d

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Client Solutions Specialist – Financial Services

Sullivan Financial Partners
Southlake, TX

Quick Apply

Job Details

Full-time
$45,000 - $65,000 a year
3 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Customer communication
Teamwork
Financial services customer support
Filing
Managing clients in a customer support role
Attention to detail
Client services
Financial services

Full Job Description

Client Solutions Specialist

Does this describe you?

Highly organized and detail-oriented
Proactive problem-solver
Strong sense of ownership and follow-through
Client-focused with excellent communication skills
Resourceful and self-starting
Comfortable managing multiple priorities and deadlines
Team-oriented with a growth mindset

Sullivan Financial Partners is looking for a Client Solutions Specialist who thrives on organization, takes ownership of their work, and genuinely enjoys helping clients. This role is an important part of the client experience and is responsible for helping ensure that new accounts, transfers, applications, and ongoing client service requests move smoothly from start to finish.

If you’re someone who pays attention to the details, communicates proactively, follows through without needing to be reminded, and takes pride in making sure things get done correctly and efficiently, we want to hear from you!

We have an incredibly fun and collaborative office environment that is a direct result of the culture we have built. Our team works hard, supports one another, and shares a drive to continually improve the experience we provide to our clients. We believe in thinking bigger, finding solutions, and working together to accomplish great things for our clients, our team, and our community.

How You Will Make a Difference

Creating an exceptional client experience is at the heart of our business. Our Client Solutions team plays an important role in turning financial recommendations into action and making sure our clients feel informed and supported throughout the process.

As a Client Solutions Specialist, you will take ownership of new business and client service requests from start to finish, ensuring each item is processed accurately, tracked closely, communicated clearly, and brought to completion.

New Business & Account Processing

Prepare and process new account applications and required documentation accurately and efficiently.
Process investment account openings and transfers, as well as annuity and life insurance applications.
Review applications and paperwork for completeness and accuracy prior to submission.
Track new accounts, applications, transfers, and funding from submission through completion.
Follow up with custodians, carriers, transfer companies, and other parties to resolve outstanding requirements or delays.
Monitor the movement of funds from the originating institution through receipt at the appropriate destination.
Maintain accurate documentation and status updates throughout the entire process.
Prepare account and policy delivery documentation once business is complete.
Coordinate with advisors when investment allocation or additional follow-up is required after funds are received.

Client Service

Process ongoing client service requests accurately and efficiently from request through completion.
Assist with requests, including withdrawals, account distributions, allocation changes, beneficiary updates, contact information changes, Roth conversions, death claims, and other account or policy servicing needs.
Communicate directly with clients to gather required information and provide clear updates regarding their requests.
Track all outstanding service requests and follow up with the appropriate parties until each request is fully resolved.
Proactively identify delays, missing information, or potential issues and work toward a solution rather than waiting for the next step.
Ensure clients receive timely communication and understand the status of their request throughout the process.
Provide a high level of care, professionalism, and responsiveness during every client interaction.

CRM & Database Management

Maintain complete and accurate client records within our CRM and other internal systems.
Document client interactions, outstanding items, status updates, and completed work.
Create and maintain electronic client files and required documentation.
Ensure workflows, opportunities, notes, and tasks accurately reflect the current status of new business and client service requests.
Maintain organized records of sensitive client information while following company procedures and privacy requirements.

Tracking, Follow-Up & Reporting

Monitor pending new business and client service activity daily to ensure requests continue moving forward.
Maintain accurate tracking of applications, transfers, pending requirements, and completed business.
Provide proactive client updates on outstanding new business and service requests.
Escalate delays, recurring issues, or unusual circumstances when appropriate.
Assist with weekly reporting on pending new business, outstanding service requests, and completed activity.
Participate in team meetings and provide clear updates regarding priorities, outstanding items, and potential roadblocks.

Qualifications

Previous experience in the financial services industry is required.
Experience working with investment accounts, account opening, transfers, custodians, or investment-related client service is required.
Experience with annuity and/or life insurance processing is preferred.
Exceptional organizational skills and strong attention to detail.
Strong sense of ownership with the ability to manage requests from beginning to completion.
Ability to prioritize multiple client needs, projects, and deadlines simultaneously.
Consistent follow-through and persistence in resolving outstanding items.
Strong written and verbal communication skills.
Professional and confident when communicating directly with clients, advisors, custodians, and other financial institutions.
Resourceful approach to problem-solving with the ability to research and resolve issues independently.
Ability to follow established processes while recognizing when an issue requires additional attention or escalation.
Comfortable working in a fast-paced, team-oriented environment.
Ability to handle sensitive and confidential client and financial information with discretion.
Strong ability to learn and adapt to new software, systems, and processes.
Proficiency with Microsoft Office and CRM systems.
Experience with financial-services CRM systems and investment custodian platforms is a plus.

What Success Looks Like in This Role

Success in this position means more than completing paperwork. It means owning the outcome.

You will know you are succeeding when applications and service requests are handled accurately and promptly, outstanding items are consistently followed up on, clients are kept informed, advisors know where their business stands, and nothing falls through the cracks.

The right person for this role takes pride in being someone the team and our clients can depend on to get things done.

Job Type: Full-time

Pay: $45,000.00 - $65,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance

Compensation Package:

Bonus opportunities

Experience:

customer service: 2 years (Required)
handling detailed work with precision: 2 years (Required)
Financial Industry: 2 years (Required)

License/Certification:

General Lines- Life & Health License (Preferred)

Ability to Relocate:

Southlake, TX 76092: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial specialist jobs in arlington tx

Client Solutions Specialist – Financial Services

Gold Appraisal Specialist

Financial Professional - Retirement Benefits Group

Underwriting Specialist OR Executive Underwriter - Middle Market

Financial Professional (Sales & Marketing)

Participant Services Specialist – Stock Plan Support

Financial Aid Specialist II

Financial Analysis Specialist Advisor

Financial Planning Support Specialist

Specialist, Asset Management

Senior Customer Success Specialist - Financial Audit

Sr. Specialist Finance - Trading Services

Licensing Specialist

Finance Support Specialist I

Senior Specialist, Enterprise and Operational Risk Management – RCSA Program Team

Credit Specialist - Underwriter

Senior Supervision Specialist

Risk Specialist

Patient Financial Specialist Lead - Patient Financial Services

Accounts Receivable Specialist

I want to receive the latest job alert for financial specialist in arlington tx

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