Top 1404 Financial management specialist Jobs in Plano, 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
4d
Senior Manager, Construction
Roofstock —Dallas, TX
- $115,000 - $140,000 a year
- Residential
- Analysis skills
- Product management
- Paid parental leave
- Paid holidays
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5d
Medical Lead Veterinarian
North Dallas Veterinary Hospital —Dallas, TX
- $150,000 - $185,000 a year
- Full-time
- Senior level
- Leadership
- 2 years
- Paid parental leave
- Disability insurance
Quick Apply
13d
Customer Success Specialist (Banking Contractor - Onsite)
Mphasis Limited —Fort Worth, TX
- $26 - $27 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Data analysis skills
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18h
Relationship Specialist
AFC —Frisco, TX
- $70,000 - $75,000 a year
- Hybrid work
- Bilingual
- Google Workspace
- Mid-level
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Auto Liability Specialist II
First Acceptance Services Inc —Dallas, TX
- Full-time
- Remote
- Customer service
- Mid-level
- High school diploma or GED
- Continuing education credits
Travel Registered Nurse RN Cath Lab
OneStaffMedical —Dallas, TX
- $2,030 a week
- Travel nursing
- Travel
- 1 year
- Cardiology
- Disability insurance
- Health insurance
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Project Manager - Vegetation Management
Pannell Co. —Dallas, TX
- $30 - $35 an hour
- Full-time
- Mid-level
- Microsoft Office
- 3 years
- Fuel card
- Paid holidays
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11d
Registered Nurse Emergency Room
Medical City Plano —Plano, TX
- Full-time
- Mid-level
- Pediatrics
- Wound Care
- Employee stock purchase plan
- Disability insurance
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Nurse Manager of NICU
Medical City Plano —Plano, TX
- Full-time
- Children
- Senior level
- Wound Care
- Employee stock purchase plan
- Disability insurance
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RN Supervisor - Garland FSER
Medical City Dallas —Dallas, TX
- Full-time
- Surgery
- Mid-level
- Pediatrics
- Employee stock purchase plan
- Disability insurance
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RN Emergency Room - Seasonal
Medical City Heart & Spine Hospitals —Dallas, TX
- $62 an hour
- PRN
- Surgery
- Mid-level
- Pediatrics
- Employee stock purchase plan
- Disability insurance
Quick Apply
Registered Nurse Emergency Room Supervisor
Medical City Plano —Plano, TX
- Full-time
- Mid-level
- Children
- Pediatrics
- Employee stock purchase plan
- Disability insurance
Quick Apply
RN Supervisor - Heart and Spine
Medical City Heart & Spine Hospitals —Dallas, TX
- Full-time
- Surgery
- Mid-level
- Pediatrics
- Employee stock purchase plan
- Disability insurance
Quick Apply
RN Supervisor - Med Surg Urology
Medical City Dallas —Dallas, TX
- Full-time
- Mid-level
- Medical-Surgical
- 1 year
- Employee stock purchase plan
- Disability insurance
Quick Apply
Registered Nurse Operating Room Supervisor
Medical City Plano —Plano, TX
- Full-time
- Surgery
- Mid-level
- Children
- Employee stock purchase plan
- Disability insurance
Quick Apply
RN Nursing Supervisor CNC Progressive Care
Medical City Heart & Spine Hospitals —Dallas, TX
- Full-time
- Surgery
- Mid-level
- Leadership
- Employee stock purchase plan
- Disability insurance
Quick Apply
Registered Nurse Operating Room Supervisor
Medical City Plano —Plano, TX
- Full-time
- Surgery
- Mid-level
- Children
- Employee stock purchase plan
- Disability insurance
Quick Apply
RN Supervisor - Progressive Care Unit
Medical City Dallas —Dallas, TX
- Full-time
- Surgery
- Mid-level
- 1 year
- Employee stock purchase plan
- Disability insurance
Quick Apply
Senior Manager, Pass‑Through Taxation
KPMG —Dallas, TX
- $153,425 - $332,695 a year
- Full-time
- CPA
- 5 years
- Office
- Disability insurance
- Health insurance

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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
4 days 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

financial management specialist jobs in plano, tx

Wealth Management Client Service Specialist

Senior Manager, Construction

Medical Lead Veterinarian

Customer Success Specialist (Banking Contractor - Onsite)

Relationship Specialist

Auto Liability Specialist II

Travel Registered Nurse RN Cath Lab

Project Manager - Vegetation Management

Registered Nurse Emergency Room

Nurse Manager of NICU

RN Supervisor - Garland FSER

RN Emergency Room - Seasonal

Registered Nurse Emergency Room Supervisor

RN Supervisor - Heart and Spine

RN Supervisor - Med Surg Urology

Registered Nurse Operating Room Supervisor

RN Nursing Supervisor CNC Progressive Care

Registered Nurse Operating Room Supervisor

RN Supervisor - Progressive Care Unit

Senior Manager, Pass‑Through Taxation

I want to receive the latest job alert for financial management specialist in plano, tx

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