Top 1236 Customer experience specialist Jobs in Denton, 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
16h
Freight Forwarding Operation Specialist
DIT Dallas Inc. —Plano, TX
- $20 - $25 an hour
- Full-time
- Microsoft Excel
- Customer service
- English
- Health insurance
- Dental insurance
Quick Apply
19h
Customer Care Specialist
UWorld, LLC —Coppell, TX
- Weekends as needed
- Mid-level
- Windows
- Associate's degree
- Health insurance
- Dental insurance
Quick Apply
Customs Brokerage Specialist
FedEx Logistics —Irving, TX
- $21.14 - $29.59 an hour
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid training
- Health insurance
2d
Customer Care Specialist
MiniMall US Storage Properties Master LP —Plano, TX
- Morning shift
- Remote
- Spanish
- English
- Criminal background check
- 401(k) matching
Quick Apply
9d
Acute Clearance Specialist - Intake Coordinator - Remote
Soleo Health Inc —Frisco, TX
- $23 - $27 an hour
- Urgently hiring
- Remote
- Microsoft Word
- HIPAA
- Mid-level
- Paid parental leave
- Health savings account
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
Quick Apply
Registration Processing Specialist I - Registrar's Office
Texas Woman's University —Denton, TX
- Full-time
- Microsoft Word
- 18 years or older
- Writing skills
3d
Customer Success Specialist
Papyrus Software USA —Southlake, TX
- $70,000 - $80,000 a year
- Full-time
- 5 years
- IT
- Senior level
Quick Apply
Retention Specialist - $18.00/hour + monthly commission
Sirius XM —Irving, TX
- $18 an hour
- Full-time
- Remote
- English
- High school diploma or GED
- US work authorization
- Health insurance
- Dental insurance
Provider Relations QA Specialist
Careington International Corporation —Frisco, TX
- Call employer
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
- Opportunities for advancement
Quick Apply
Client Services Specialist
Child Care Associates —Denton, TX
- Full-time
- Ability to walk for extended periods
- Mid-level
- Office
Patient Services Specialist I - Patient Experience Representative (Frisco)
Baylor Scott & White Health —Frisco, TX
- High school diploma or GED
- Clinic
- Typing
- Health insurance
- Tuition reimbursement
11d
Client Solutions Specialist
JCR —Flower Mound, TX
- $26 - $28 an hour
- Full-time
- Spanish
- English
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Patient Service Specialist - Medical Front Office
Baylor Scott & White Institute for Rehabilitation - Outpatient —Flower Mound, TX
- $18 - $25 an hour
- Full-time
- High school diploma or GED
- Clinic
- Travel
Member Specialist
Sam's Club —Lewisville, TX
- $17 - $25 an hour
- High school
- Merchandising
- Continuous improvement
- Paid jury duty
- Disability insurance
Quality Specialist I
Steri-Tek LLC —Lewisville, TX
- $22 - $28 an hour
- Full-time
- English
- High school diploma or GED
- Bachelor's degree
Quick Apply
Library Specialist
City of Denton, TX —Denton, TX
- $22.27 - $35.64 an hour
- Overtime
- Pass drug screening
- Mid-level
- Office
- Paid holidays
- Retirement plan
3h
Renewal Specialist
Invitation Homes —Addison, TX
- $27.82 - $48.22 an hour
- Microsoft Outlook
- Office
- Administrative experience
- Disability insurance
- Health insurance
12h
Program Support Specialist
Child Care Associates —Denton, TX
- Full-time
- Childcare
- Ability to walk for extended periods
- Office

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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
16 hours 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

customer experience specialist jobs in denton, tx

Client Solutions Specialist – Financial Services

Freight Forwarding Operation Specialist

Customer Care Specialist

Customs Brokerage Specialist

Customer Care Specialist

Acute Clearance Specialist - Intake Coordinator - Remote

Curative Specialist (Remote Opportunity)

Registration Processing Specialist I - Registrar's Office

Customer Success Specialist

Retention Specialist - $18.00/hour + monthly commission

Provider Relations QA Specialist

Client Services Specialist

Patient Services Specialist I - Patient Experience Representative (Frisco)

Client Solutions Specialist

Patient Service Specialist - Medical Front Office

Member Specialist

Quality Specialist I

Library Specialist

Renewal Specialist

Program Support Specialist

I want to receive the latest job alert for customer experience specialist in denton, tx

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