Top 2056 Client services specialist Jobs in Bedford, Tx

Wealth Management Client Service Specialist
Peak American Financial Companies, Inc. —Plano, TX
- $60,000 a year
- Full-time
- Microsoft Word
- Background check
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
4d
OA Veteran Job Placement Specialist
Goodwill North Central Texas —Fort Worth, TX
- Full-time
- Background check
- Marketing
- Writing skills
- Disability insurance
- Dental insurance
Estate sale and Move Specialist Caring Transitions of DCC
Caring Transitions of Denton and Collin Counties —Lewisville, TX
- $17 - $19 an hour
- Part-time
- Background check
- Heavy lifting
- Sales
Quick Apply
Licensing Specialist
Kings III Emergency Communications —Coppell, TX
- $26 - $28 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mechanic experience
- Wellness program
- Health savings account
6d
KBB Acquisition Specialist
Grand Prairie Ford —Grand Prairie, TX
- $40,000 - $60,000 a year
- Full-time
- Dealership
- Inventory management
- Public speaking
- Paid training
- Health insurance
Quick Apply
11d
Client Services Associate
Care Options for Kids —Fort Worth, TX
- $45,000 - $50,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Client Solutions Specialist
JCR —Flower Mound, TX
- $26 - $28 an hour
- Full-time
- Spanish
- English
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Community Services Specialist
Life Enhancement Services —Dallas, TX
- Part-time
- Hybrid work
- Mid-level
- Residential
- 3 years
- Flexible schedule
Quick Apply
Curative Specialist (Remote Opportunity)
First American Title Insurance Co —Irving, TX
- $23.37 - $31.15 an hour
- Full-time
- Remote
- Research
- Mid-level
- High school diploma or GED
- Employee stock purchase plan
- Health insurance
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Client Experience Specialist
Fidelity Investments —Westlake, TX
- Overtime
- Microsoft Word
- Microsoft Outlook
- Windows
17h
Territory Specialist
ReSkin Medical —Dallas, TX
- $58,000 - $100,000 a year
- Full-time
- Mid-level
- Driver's License
- 2 years
- Health insurance
- Dental insurance
Quick Apply
Implementation Specialist - Merchant Services
Deluxe —Fort Worth, TX
- Email
- 18 years or older
- High school diploma or GED
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Insurance Retention Specialist
Jacobs Insurance Services, LLC —Grapevine, TX
- $50,000 - $75,000 a year
- Full-time
- Computer literacy
- Mid-level
- Office
Quick Apply
7d
SEO Specialist
LMH Agency —Addison, TX
- $60,000 - $70,000 a year
- Full-time
- Hybrid work
- Microsoft PowerPoint
- Microsoft Word
- Background check
- Health insurance
- Dental insurance
Quick Apply
Licensing Specialist
Calculated Hire —Irving, TX
- $27 an hour
- Contract
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
1d
Regional Support Specialist - Flower Mound, TX
Anywhere Real Estate —Flower Mound, TX
- Full-time
- Computer literacy
- Mid-level
- Office
- Wellness program
- Paid parental leave
Specialist-Mobile Crisis Outreach
NORTH TEXAS BEHAVIORAL HEALTH AUTHORITY —Dallas, TX
- $62,000 - $66,000 a year
- Full-time
- Bilingual
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
Enrollment Services Specialist
University of North Texas Health at Fort Worth —Fort Worth, TX
- From $50,000 a year
- Weekends as needed
- Customer service
- Word processing
- Mid-level
Care Coordinator
Adjuvant Behavioral Health —Dallas, TX
- $36 an hour
- Contract
- Spanish
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Application Support Specialist
Primoris Services Corporation —Lewisville, TX
- $65,000 - $72,000 a year
- Full-time
- Mid-level
- 3 years
- SQL
- Employee stock purchase plan
- Paid holidays
Quick Apply

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Wealth Management Client Service Specialist

Peak American Financial Companies, Inc. -
Plano, TX

Quick Apply

Job Details

Full-time
$60,000 a year
4 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Microsoft Word
Customer communication
Confidential information handling
DocuSign
Regulatory compliance
High school diploma or GED
Annuities
Financial regulatory compliance
E-signature software

Full Job Description

Position Summary

As a Wealth Management Client Service Specialist at Peak American Financial, you will provide operational support to Wealth Management advisors — creating and processing new business applications on their behalf, coordinating account openings and transfers, and handling ongoing client service needs, including real-time document preparation during client appointments.

This role is ideal for professionals with experience in lending, mortgage processing, financial documentation, or other formal document-heavy industries. The right candidate is highly organized, detail-oriented, tech-savvy, and able to think critically and pivot on the fly when changes arise, ensuring every appointment and application moves forward without delay.

Essential Duties and Responsibilities

New Business Processing

Create and prepare new business applications on behalf of advisors using custodian, carrier, and electronic application platforms.
Be available during client appointments to prepare and finalize applications and other critical documents in real time.
Gather required information from advisors and clients and enter information accurately.
Review applications for completeness and accuracy prior to submission.
Submit and track new accounts, rollovers, transfers, annuities, life insurance, and other financial products.
Monitor applications through approval, funding, and completion.
Follow up on outstanding requirements, NIGO items, signatures, transfers, and funding.
Communicate status updates and outstanding items to advisors.
Serve as a Notary

Client Service & Advisor Support

Process ongoing client service requests, including account changes, beneficiary updates, distributions, contributions, transfers, and other maintenance requests.
Prepare and coordinate client paperwork and signatures.
Serve as a primary operational resource for Wealth Management advisors and the processing team, ensuring all applications are complete and ready for submission.
Communicate with custodians, carriers, and other financial institutions on behalf of advisors and clients.
Track service requests through completion and proactively follow up on outstanding items.
Assist advisors with client-related administrative needs and technology platforms.
Provide a friendly, professional, and client-centric experience that makes financial transactions as smooth as possible.

Compliance & Operations

Follow company procedures and applicable processing and compliance requirements.
Ensure compliance with regulatory requirements and company policies when preparing and processing client documentation.
Maintain accurate client records, case notes, and documentation, including an organized tracking system for outstanding items.
Protect confidential client and financial information.
Identify missing or incorrect information before submission to minimize delays and errors.
Assist with creating and updating SOPs, checklists, and processes.
Identify opportunities to improve efficiency and workflow.

Qualifications

High school diploma or equivalent required.
3+ years of experience in lending, mortgage processing, financial services, wealth management, insurance, brokerage, banking, or related operations.
Exceptional written and verbal communication skills for both client and internal interactions.
Proficiency in Microsoft Word, DocuSign, and financial document processing tools.
Critical thinking skills with the ability to quickly assess situations and pivot as needed.
Strong attention to detail and organizational skills.
Excellent written and verbal communication.
Ability to manage multiple priorities and deadlines in a fast-paced, deadline-driven environment.
Strong follow-through and problem-solving skills.
Professional, proactive, and client-service-oriented.
Comfortable working with multiple technology platforms and portals.
Coachable, personable, and a self-starter.
Experience working with confidential financial documents and ensuring compliance with industry regulations.

Preferred Experience

Insurance carrier portals
DocuSign
Adobe
IRA/retirement accounts
Account transfers and rollovers
Annuity and life insurance processing
Background in loan processing or client-facing administrative roles
Familiarity with investment, insurance, or wealth management industries
Experience with client onboarding and transaction processing
Demonstrated ability to think critically, adapt to evolving client and business needs, and implement effective solutions in real time

Pay: $60,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Application Question(s):

How many years of experience do you have processing annuity applications, and which types have you handled - fixed, indexed, variable, or immediate annuities?
This is a client-facing position with a business-professional dress and presentation standard. Are you comfortable consistently meeting this expectation?
Have you handled transfers, rollovers, or 1035 exchanges?

Work Location: In person

Quick Apply

Refine Your Search

client services specialist jobs in bedford, tx

Wealth Management Client Service Specialist

OA Veteran Job Placement Specialist

Estate sale and Move Specialist Caring Transitions of DCC

Licensing Specialist

KBB Acquisition Specialist

Client Services Associate

Client Solutions Specialist

Community Services Specialist

Curative Specialist (Remote Opportunity)

Client Experience Specialist

Territory Specialist

Implementation Specialist - Merchant Services

Insurance Retention Specialist

SEO Specialist

Licensing Specialist

Regional Support Specialist - Flower Mound, TX

Specialist-Mobile Crisis Outreach

Enrollment Services Specialist

Care Coordinator

Application Support Specialist

I want to receive the latest job alert for client services specialist in bedford, tx

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