Top 4938 Specialist, client processing ii Jobs in Bedford, 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
2d
Orthopedic Billing Specialist
Texas Institute of Orthopedic Surgery & Sports Medicine —Grapevine, TX
- $21 - $26 an hour
- Full-time
- Private practice
- Surgery
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Front Office Specialist
Texas Orthopedic Specialists, PLLC —Bedford, TX
- $16 - $18 an hour
- Full-time
- Background check
- Anatomy knowledge
- Medical office experience
- Health insurance
- Dental insurance
Quick Apply
Specialist, Client Processing II
The Bank of New York Mellon Corporation —Dallas, TX
- Full-time
- Writing skills
- Mid-level
- Bachelor's degree
Patient Services Specialist II
Baylor Scott & White Health —Grapevine, TX
- Mid-level
- High school diploma or GED
- Clinic
- Health insurance
- Tuition reimbursement
Virtual Visit Specialist
Optum —Dallas, TX
- $18 - $32 an hour
- 8 hour shift
- Remote
- 18 years or older
- Microsoft Outlook
- Pass drug screening
- Paid training
3d
Patient Services Specialist 1 - Family Medicine & Pediatrics (Colleyville)
Baylor Scott & White Health —Colleyville, TX
- High school diploma or GED
- Clinic
- Pediatrics
- Health insurance
- Tuition reimbursement
5d
Operations Support Specialist
Texas Northern District Court —Fort Worth, TX
- $48,596 - $87,258 a year
- Mid-level
Invoicing Specialist II
Elbit America —Fort Worth, TX
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid parental leave
- AD&D insurance
Data Entry Specialist
Executive Parking Systems, Inc. —Dallas, TX
- Remote
- Computer literacy
- Residential
- Administrative experience
- Opportunities for advancement
Quick Apply
3d
Insurance Verification Specialist II
Baylor Scott & White Health —Grapevine, TX
- Spanish
- Computer literacy
- English
- Health insurance
- Tuition reimbursement
12d
Patient Services Specialist I (Medical Records/HIM) – Hybrid
Baylor Scott & White Health —Plano, TX
- Hybrid work
- High school diploma or GED
- Clinic
- Typing
- Health insurance
- Tuition reimbursement
12d
Data Processing Specialist
DuraServ Corp —Coppell, TX
- Full-time
- Customer service
- Mid-level
- Office
3d
Operations Invoice Specialist II
GM Financial —Fort Worth, TX
- Full-time
- Hybrid work
- Microsoft Access
- Microsoft Outlook
- Data analysis skills
- Tuition reimbursement
- 401(k) matching
8d
Medical Front Office Specialist
US Heart & Vascular —Bedford, TX
- Full-time
- Entry level
- Under 1 year
Patient Services Specialist II – Family Medicine (Keller)
Baylor Scott & White Health —Keller, TX
- Mid-level
- High school diploma or GED
- Clinic
- Health insurance
- Tuition reimbursement
Patient Services Specialist - Pediatrics
Baylor Scott & White Health —Southlake, TX
- High school diploma or GED
- Clinic
- Pediatrics
- Health insurance
- Tuition reimbursement
Receptionist - Client Service Specialist
CityVet —Bedford, TX
- Full-time
- 18 years or older
- Computer literacy
- High school diploma or GED
- Health savings account
- Disability insurance
Quick Apply
Document Composition Specialist I
Taylor Corporation —Fort Worth, TX
- $80,000 - $90,000 a year
- Full-time
- Analysis skills
- JavaScript
- US work authorization
- Health savings account
- Paid holidays
11d
Patient Service Specialist - Medical Front Office
Baylor Scott & White Institute for Rehabilitation - Outpatient —Grapevine, TX
- $18 - $25 an hour
- Full-time
- Float pool
- High school diploma or GED
- Clinic
- Disability insurance
- Dental insurance

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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
2 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

specialist, client processing ii jobs in bedford, tx

Client Solutions Specialist – Financial Services

Orthopedic Billing Specialist

Front Office Specialist

Specialist, Client Processing II

Patient Services Specialist II

Virtual Visit Specialist

Patient Services Specialist 1 - Family Medicine & Pediatrics (Colleyville)

Operations Support Specialist

Invoicing Specialist II

Data Entry Specialist

Insurance Verification Specialist II

Patient Services Specialist I (Medical Records/HIM) – Hybrid

Data Processing Specialist

Operations Invoice Specialist II

Medical Front Office Specialist

Patient Services Specialist II – Family Medicine (Keller)

Patient Services Specialist - Pediatrics

Receptionist - Client Service Specialist

Document Composition Specialist I

Patient Service Specialist - Medical Front Office

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

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