Top 679 Client services specialist Jobs in Denton 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
Onboarding Specialist Insurance Agency (Life, Property & Casualty)
Texas Republic Insurance Agency —Denton, TX
- Full-time
- Hybrid work
- Mid-level
- Office
- Communication skills
- Dental insurance
- Paid time off
Quick Apply
Client Solutions Specialist - AT&T Services
Dynamic Reach Solution —Frisco, TX
- $57,235.08 - $68,928.27 a year
- Full-time
- Background check
- In-person
- 1 year
- Paid training
- On-the-job training
Quick Apply
Medicaid Rebate Analyst Services Specialist
Conduent State Healthcare, LLC —Texas
- $30 an hour
- Email
- Remote
- Customer service
- Research
- Mid-level
- Paid training
- Paid holidays
Print Specialist
Quad/Graphics —Flower Mound, TX
- Mid-level
- Continuous improvement
- Experience equivalent to degree accepted
- Paid holidays
- Health insurance
Storage Facility/Property Management - Storelocal Storage (Full Time)
Self Storage Admin LLC —Denton, TX
- From $20 an hour
- Full-time
- Background check
- 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
Client Care Specialist
Honda of Denton —Denton, TX
- $1,700 - $4,000 a month
- Full-time
- Dealership
- Computer literacy
- Computer skills
- Health insurance
- Dental insurance
Quick Apply
9d
Client Services Specialist
Child Care Associates —Denton, TX
- $15.79 - $23.75 an hour
- Full-time
- Ability to walk for extended periods
- Mid-level
- High school diploma or GED
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Program Support Specialist
Child Care Associates —Denton, TX
- Full-time
- Childcare
- Ability to walk for extended periods
- Office
Intake Specialist Fulltime
University Behavioral Health of Denton —Denton, TX
- Full-time
- Medical office experience
- Adults
- Bachelor's degree
- Health insurance
- Dental insurance
4d
Receptionist- Client Service Specialist
CityVet —Aubrey, TX
- Full-time
- 18 years or older
- Computer literacy
- High school diploma or GED
- Health savings account
- Disability insurance
Quick Apply
Treasury Services Specialist
Texas Republic Bank —Frisco, TX
- $24 - $28 an hour
- Full-time
- Mid-level
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Inventory Control Specialist - Denton, TX
CoreWeave —Denton, TX
- $65,000 - $85,000 a year
- Full-time
- Mid-level
- Warehouse
- Communication skills
- Paid parental leave
- Health savings account
Quick Apply
Claims (Billing) Specialist / Patient Account Representative - Healthcare
Guidehouse Managed Services LLC —Lewisville, TX
- $34,000 - $56,000 a year
- Full-time
- Hybrid work
- Customer service
- Basic math
- Office
- Health savings account
- Paid holidays
Client Success Coordinator
Cain Watters & Associates, LLC —Frisco, TX
- $20 - $25 an hour
- Full-time
- Hybrid work
- Urgent Care
- Office
- High school diploma or GED
- Paid parental leave
- Health savings account
Quick Apply
Scheduling Specialist
METROPLEX 360 RCS LLC —Frisco, TX
- $40,000 - $55,000 a year
- Full-time
- Hybrid work
- Entry level
- Paid time off
- Work from home
Quick Apply
Client Operations & Executive Administrator
XM Performance —Grapevine, TX
- $27 - $40 an hour
- Full-time
- Mid-level
- Office
- Microsoft Office
- Health insurance
- Dental insurance
Quick Apply
12d
Client Programs Specialist 2
Enlyte —Coppell, TX
- $59,500 - $63,500 a year
- Full-time
- Remote
- Microsoft Excel
- Writing skills
- Research
- Health savings account
- AD&D insurance
4d
Interest List Specialist
Denton County MHMR Center —Denton, TX
- Full-time
- Microsoft Word
- Microsoft Excel
- Office
6d

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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

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 denton tx

Wealth Management Client Service Specialist

Onboarding Specialist Insurance Agency (Life, Property & Casualty)

Client Solutions Specialist - AT&T Services

Medicaid Rebate Analyst Services Specialist

Print Specialist

Storage Facility/Property Management - Storelocal Storage (Full Time)

Client Solutions Specialist

Client Care Specialist

Client Services Specialist

Program Support Specialist

Intake Specialist Fulltime

Receptionist- Client Service Specialist

Treasury Services Specialist

Inventory Control Specialist - Denton, TX

Claims (Billing) Specialist / Patient Account Representative - Healthcare

Client Success Coordinator

Scheduling Specialist

Client Operations & Executive Administrator

Client Programs Specialist 2

Interest List Specialist

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

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