Top 2550 Client advisor Jobs in Flower Mound, Tx

Senior Client Service Manager, Personal Choice Retirement Accounts
Charles Schwab —Westlake, TX
- $33.65 - $43.27 an hour
- Hybrid work
- Research
- Office
- Analysis skills
- Paid parental leave
- Employee stock purchase plan
Glide Customer Success Manager
McKesson —Irving, TX
- $84,700 - $141,100 a year
- Microsoft Outlook
- Word processing
- Bachelor of Science
Pharmacy Support Account Manager
Liberty Software —Lewisville, TX
- From $29 an hour
- Overtime
- Computer science
- Computer Science
- Computer literacy
- Health savings account
- Paid holidays
Quick Apply
Application Production Support
Charles Schwab —Southlake, TX
- $41.83 - $50.48 an hour
- Hybrid work
- Mid-level
- JavaScript
- 1 year
- Paid parental leave
- Employee stock purchase plan
2d
Retail Stores - Service Advisor
Aritzia —Southlake, TX
- Choose your own hours
- Entry level
Retail Associate - Southlake Town Square
Aritzia —Southlake, TX
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Commercial Account Executive-Facility Services
Whitlock Building Services —Grapevine, TX
- $60,095.13 - $72,372.63 a year
- Full-time
- Hybrid work
- Background check
- 3 years
- Presentation skills
- Health insurance
- Dental insurance
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Tax Associate
The CJ Group —Fort Worth, TX
- From $62,500 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Continuing education credits
- Mileage reimbursement
Quick Apply
Full-time eMoney & Planning Associate
Royal Wealth Planners —Fort Worth, TX
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- Background check
- Data analysis skills
- Mid-level
- Paid time off
- Retirement plan
Quick Apply
Part-time Education Law Attorney Needed – $150.00 - $200.00/hour
Flatiron Legal Advisors, PLLC —Texas
- $150 an hour
- Part-time
- Remote
- Mid-level
- 3 years
- Travel
- Flexible schedule
Quick Apply
3d
Tax Associate
The CJ Group —Frisco, TX
- From $62,500 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Continuing education credits
- Mileage reimbursement
Quick Apply
PEIMS Director
GTS Technology Solutions —Plano, TX
- From $83,000 a year
- Full-time
- Microsoft Word
- Customer service
- Mid-level
- Health savings account
- Health insurance
Quick Apply
10d
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
2d
Labor & Employment / Professional Liability Attorney
Legacy Staffing Associates —Dallas, TX
- From $175,000 a year
- Full-time
- Hybrid work
- Writing skills
- Analysis skills
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
5d
Service Manager
Grapevine Ford Lincoln —Grapevine, TX
- $80,000 - $100,000 a year
- Full-time
- Background check
- Mechanic experience
- Inventory management
- Health savings account
- Health insurance
Quick Apply
Financial Advisor - Fort Worth, TX
Florida Financial Advisors —Fort Worth, TX
- From $100,000 a year
- Full-time
- Office
- In-person
- Business
- Health insurance
- 401(k)
Quick Apply
Tax Support Associate – Retail
Intuit —Flower Mound, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10d
Financial Advisor/Wealth Manager - Dallas, TX
Florida Financial Advisors —Dallas, TX
- From $100,000 a year
- Weekends as needed
- Mid-level
- Office
- US work authorization
- Health insurance
- 401(k)
Quick Apply
Tax Support Associate – Retail
Intuit —Lewisville, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10d
Tax Associate – In-Store
Intuit —Flower Mound, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10d

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Senior Client Service Manager, Personal Choice Retirement Accounts

Charles Schwab -
Westlake, TX

Apply Now

Job Details

$33.65 - $43.27 an hour

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Database systems
Professional ethics
Word embeddings
Meeting facilitation
Productivity software
Delegation

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days per week in one of the specified locations.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Schwab is an industry leading provider of retirement and health savings brokerage solutions to employers and their employees through our PCRA (Personal Choice Retirement Account) & HSBA (Health Savings Brokerage Account) solutions, a component of Personal Choice Investment Services (PCIS). The PCIS business model is B2B2C and offered through multiple distribution partnerships that include Third-Party Administrators (TPAs), Health Savings Providers, Independent Record-Keepers (IRKs), Trust Companies, Financial Advisors, and Institutional Retirement Plan providers. PCIS has over 150 partnership relationships, representing over 30,000 employers that offer a Schwab retirement or health savings brokerage solution.

PCIS is growing rapidly by helping third parties offer investment platforms that complement their businesses and support greater retirement and health care investment flexibility through PCRA and HSBA. PCIS is hiring a Sr. Client Service Manager to support B2B client-facing service and operational responsibilities. As the primary liaison between Retirement Plan Providers and Schwab, the Sr. Client Service Manager will strengthen existing relationships by delivering exceptional service, taking initiative, and addressing critical client needs.

As a Sr. Client Service Manager (individual contributor), you will manage day-to-day client relationships and oversee PCRA/HSBA client needs, including issue resolution, internal coordination, client presentations, and project support. Working closely with clients and business partners across PCIS Service, Operations, and Trading, you will serve as a subject matter expert and take the lead in addressing client matters related to daily file transfers, account management, money movement, account transfers, trading resolution, problem resolution, and service enhancements.

What you’ll do:

Responsibilities for the iPCRA Sr. Client Service Manager include, but are not limited to:

Lead service relationships with premier clients. Act as the primary contact for clients and internal partners to support the iPCRA Provider Service Team.
Build strong client relationships, collaborate effectively with internal partners, and lead or delegate client issues through successful resolution.
Take a holistic approach to each client interaction by understanding related issues and events, collaborating with peers, and delivering a consistent, well-coordinated client experience.
Manage multiple priorities while maintaining strong productivity to meet project objectives, deadlines and service level standards.
Serve as a subject matter expert. Build deep knowledge of the PCIS product and service suite and clearly explain it to top-tier clients and internal partners.
Deliver accurate, timely information to support team members, clients, and partners with analysis, research, problem-solving, and complex inquiries.
Facilitate productive meetings and presentations, both virtually and in-person, with clients, partners, and team members, with required travel of approximately 5-10%.
Perform duties with confidence, minimal supervision, and sound judgment to enhance client satisfaction while mitigating risk.
Adhere to all compliance/risk procedures and follow corporate and industry protocols.

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required Qualifications

5+ years of experience, preferably in financial service industry working with brokerage, employer sponsored retirement plans, employee benefits, Third Party Administrators (TPA’s) and/or Recordkeeping services.
3+ years of client-facing experience, preferably working with employer sponsored retirement plans.
Bachelor's degree or equivalent experience.
Digital proficiency, with the ability to utilize multiple applications at one time, including MS Word and Excel, internet researching, database systems, and email.
Strong service and client contact skills, along with excellent interpersonal, verbal, and written communication skills.
Ability to plan/ lead client and internal partner meetings in a professional, consultative, and effective manner.
Advanced analytical skills with the ability to prioritize complex tasks
Sense of urgency, excellent operational, organizational and follow-up skills with the ability to manage and process complex work.
Positive attitude, team orientation, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics

Licenses not required

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

#workplacejobs

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

client advisor jobs in flower mound, tx

Senior Client Service Manager, Personal Choice Retirement Accounts

Glide Customer Success Manager

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Retail Associate - Southlake Town Square

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Service Manager

Financial Advisor - Fort Worth, TX

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I want to receive the latest job alert for client advisor in flower mound, tx

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