Top 12415 Client services Jobs in Frisco 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
Entry Level Account Representative
Brand Forge Irving —Frisco, TX
- $800 - $1,200 a week
- Full-time
- Background check
- Merchandising
- High school diploma or GED
- Professional development assistance
- Flexible schedule
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Sales Account Executive – Entry Level
Fisher Investments —Plano, TX
- Full-time
- Office
- Entry level
- Under 1 year
- Paid holidays
- Health insurance
Business Analyst- RESTful API
System One —Dallas, TX
- $120,000 a year
- Mid-level
- Analysis skills
- Communication skills
Quick Apply
10d
NCQA Health Plan Accreditation Project Manager (Fully Remote)
Motus Recruiting and Staffing —Dallas, TX
- $60.00 - $64.45 an hour
- Full-time
- Hybrid work
- 5 years
- Bachelor's degree
- Business Administration
- Health insurance
- Dental insurance
Quick Apply
6d
Client Coordinator
Cain Watters & Associates, LLC —Frisco, TX
- $30 - $40 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Urgent Care
- Paid parental leave
- Health savings account
Quick Apply
2d
Virtual Banker I - Plano, TX
JPMorganChase —Plano, TX
- Full-time
- Hospitality
- High school diploma or GED
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
3d
Client Services Representative (P/T 20 hours)
State Bank of India (California) —Frisco, TX
- Part-time
- Office
- High school diploma or GED
- Communication skills
6d
Client Success Account Manager
Tyler Technologies —Plano, TX
- $68,000 - $90,000 a year
- Hybrid work
- Background check
- Microsoft Excel
- Bachelor of Science
Quick Apply
6d
ATM Customer Support Representative
NCR Atleos —Frisco, TX
- Weekends as needed
- Hybrid work
- Hospitality
- Microsoft Outlook
- High school diploma or GED
- Disability insurance
- Dental insurance
Quick Apply
9d
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
Customer Relationship Advocate Career Development Experience- Westlake, TX
Fidelity Investments —Westlake, TX
- Full-time
- Office
- Analysis skills
- Entry level
- Wellness program
- Disability insurance
PS Customer Service Representative (Remote)
Conifer Physician Services —Frisco, TX
- $14.50 - $21.80 an hour
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- HIPAA
- Health savings account
- AD&D insurance
12d
Virtual Banker II - Plano, TX
JPMorganChase —Plano, TX
- Online Application
- Mid-level
- High school diploma or GED
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
3d
New Home Sales Professional - Frisco, TX
Perry Homes —Frisco, TX
- Full-time
- Customer service
- Mid-level
- Contracts
- Paid training
- Health insurance
Quick Apply
Resolution Advisor, Client Services
Louis Vuitton —Irving, TX
- $23 an hour
- Full-time
- Mid-level
- Office
- Organizational skills
- Disability insurance
- Health insurance
Client Care Coordinator
CX Institutional LLC —Plano, TX
- Full-time
- Research
- Mid-level
- Office
Quick Apply
6d
Technical Support Engineer III- Symitar Client Services Engineering (HTML/JavaScript)
Jack Henry & Associates —Allen, TX
- $66,500 - $80,000 a year
- Hybrid work
- Computer Science
- Mid-level
- Bachelor's degree
Account Manager, Client Services - Texas
Sidecar Health —Frisco, TX
- $85,000 - $95,000 a year
- Mid-level
- 3 years
- Bachelor's degree
- Paid holidays
- Health insurance
Resource Advocate
Enrollment Management Services —Dallas, TX
- From $75,000 a year
- Full-time
- Hybrid work
- CRM software
- Up to 50% travel
- Mid-level
- Health insurance
- Dental insurance
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

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 jobs in frisco tx

Wealth Management Client Service Specialist

Entry Level Account Representative

Sales Account Executive – Entry Level

Business Analyst- RESTful API

NCQA Health Plan Accreditation Project Manager (Fully Remote)

Client Coordinator

Virtual Banker I - Plano, TX

Client Services Representative (P/T 20 hours)

Client Success Account Manager

ATM Customer Support Representative

Client Success Coordinator

Customer Relationship Advocate Career Development Experience- Westlake, TX

PS Customer Service Representative (Remote)

Virtual Banker II - Plano, TX

New Home Sales Professional - Frisco, TX

Resolution Advisor, Client Services

Client Care Coordinator

Technical Support Engineer III- Symitar Client Services Engineering (HTML/JavaScript)

Account Manager, Client Services - Texas

Resource Advocate

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

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