Top 1047 Client specialist Jobs in Mckinney, 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
1d
Email Marketing Specialist
Generational Group —Richardson, TX
- $50,000 - $70,000 a year
- Full-time
- Software troubleshooting
- Marketing
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Sr. Client Service Specialist, Commercial Risk - IAS, Southwest
The Baldwin Group —Rockwall, TX
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Real Estate Investment Specialist
Q Acquisitions LLC —Frisco, TX
- $50,000 - $65,000 a year
- Full-time
- Office
- High school diploma or GED
- Real Estate License
- Professional development assistance
- Flexible schedule
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Administrative Assistant/Client Relations Specialist
Thlang Enterprises LLC —Carrollton, TX
- From $20 an hour
- Part-time
- Office
- Administrative experience
- In-person
- Flexible schedule
Quick Apply
8d
HR Generalist & Office Manager
Netrio —McKinney, TX
- $70,000 - $80,000 a year
- Mid-level
- Office
- Organizational skills
- 401(k)
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Client Service Specialist
Ameriprise Financial - Texas —McKinney, TX
- $63,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
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New Client Intake Specialist – Mental Health (In-Office)
Next STEPS Worldwide —McKinney, TX
- $18 an hour
- Full-time
- Spanish
- In-person
- Communication skills
- Paid holidays
- Health insurance
Quick Apply
Client Enrollment Specialist
Conviction Integrity Group —McKinney, TX
- $2,000 - $10,000 a month
- Full-time
- Mid-level
- Office
- In-person
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11d
Patient Access Specialist (Inbound)
SmithRx —Plano, TX
- $23 an hour
- Call employer
- Hybrid work
- Google Workspace
- HIPAA
- Windows
- Commuter assistance
- Paid parental leave
Quick Apply
12d
Investment Operations Client Support Specialist
Cain Watters & Associates, LLC —Frisco, TX
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Urgent Care
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
Revenue Cycle Specialist
Heart to Heart Hospice —Plano, TX
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Mileage reimbursement
- Paid holidays
Quick Apply
9d
Utilization Review Intake Specialist
CorVel Corporation —Dallas, TX
- $16.74 - $26.92 an hour
- Full-time
- Remote
- Computer literacy
- High school diploma or GED
- Organizational skills
- Health savings account
- Disability insurance
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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
Insurance Verification Specialist
Next STEPS Worldwide —McKinney, TX
- From $18 an hour
- Full-time
- High school diploma or GED
- Communication skills
- Entry level
- Dental insurance
- Paid time off
Client Services Specialist
Visual Matrix —Richardson, TX
- Mid-level
- Children
- Paid parental leave
- Health savings account
Marketplace Client Specialist
RealPage, Inc. —Richardson, TX
- $70,700 - $120,300 a year
- Mid-level
- 4 years
- Commercial
- Paid holidays
- Dental insurance
3d
Account Specialist
SmithRx —Plano, TX
- Remote
- Microsoft Excel
- Mid-level
- 2 years
- Commuter assistance
- Paid parental leave
Quick Apply
Deployment Specialist
Modular Power Solutions —McKinney, TX
- Full-time
- Microsoft Excel
- Oracle
- Microsoft Outlook
- AD&D insurance
- Paid holidays
Quick Apply
Invoicing Specialist
VRX, Inc. —Plano, TX
- Full-time
- Office
- Bachelor's degree
- Organizational skills
- 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
1 day ago

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 specialist jobs in mckinney, tx

Wealth Management Client Service Specialist

Email Marketing Specialist

Sr. Client Service Specialist, Commercial Risk - IAS, Southwest

Real Estate Investment Specialist

Administrative Assistant/Client Relations Specialist

HR Generalist & Office Manager

Client Service Specialist

New Client Intake Specialist – Mental Health (In-Office)

Client Enrollment Specialist

Patient Access Specialist (Inbound)

Investment Operations Client Support Specialist

Revenue Cycle Specialist

Utilization Review Intake Specialist

Scheduling Specialist

Insurance Verification Specialist

Client Services Specialist

Marketplace Client Specialist

Account Specialist

Deployment Specialist

Invoicing Specialist

I want to receive the latest job alert for client specialist in mckinney, tx

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