Top 1032 Processing specialist i Jobs in Richardson, 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
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11d
ACH & Electronic Payments Specialist
Scott & Associates, PC —Plano, TX
- $16 - $19 an hour
- Customer service
- Research
- Mid-level
- Health insurance
- Dental insurance
12d
Logistics Specialist
Garrett Metal Detectors —Garland, TX
- Microsoft Excel
- Microsoft Outlook
- Customer service
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Driver Onboarding & DOT Compliance Specialist
NFI Industries —Dallas, TX
- $25.50 an hour
- Full-time
- Sales
- Customer service
- Mid-level
- Wellness program
- Paid parental leave
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Payroll & AP Specialist
Thomas Edwards Group Inc. —Coppell, TX
- $78,000 a year
- Mid-level
- Office
- QuickBooks
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7d
Mail Specialist I
Associa —Richardson, TX
- Overtime
- Customer service
- Computer literacy
- Office
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Order Processing Specialist
TIMEPROOFUSA —Dallas, TX
- $20 - $30 an hour
- Full-time
- Computer literacy
- Administrative experience
- Entry level
- Health insurance
- Dental insurance
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10d
Mail Processing Specialist (Independent Contractor)
Stable —Richardson, TX
- $25 an hour
- Contract
- Mid-level
- US work authorization
- Warehouse experience
Collections Specialist I
Lendistry —Dallas, TX
- $22 - $29 an hour
- Full-time
- Bachelor of Science
- Office
- High school diploma or GED
- Health savings account
- Paid holidays
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PROCESSING SPECIALIST I
Palco —Dallas, TX
- Full-time
- Remote
- HIPAA
- Research
- High school diploma or GED
- Paid training
- AD&D insurance
14d
Records and Documentation Specialist
Fluor Corporation —Dallas, TX
- $42,000 - $70,000 a year
- 5 years
- Mid-level
- High school diploma or GED
- AD&D insurance
- Disability insurance
Operations Support Specialist Mailroom Inbound
Administep LLC —Plano, TX
- Full-time
- Word processing
- HIPAA
- English
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Document Specialist
TRC Companies, Inc. —Dallas, TX
- $27 - $35 an hour
- Full-time
- Word processing
- Mid-level
- Office
- Paid holidays
- Disability insurance
Acute Clearance Specialist - Intake Coordinator - Remote
Soleo Health Inc —Frisco, TX
- $23 - $27 an hour
- Urgently hiring
- Remote
- Microsoft Word
- HIPAA
- Mid-level
- Paid parental leave
- Health savings account
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Eligibility Specialist I
Child Care Group —Dallas, TX
- Weekends as needed
- Microsoft Word
- Office
- High school diploma or GED
Quick Apply
Processing Center Specialist
Stable —Richardson, TX
- $17 - $18 an hour
- Full-time
- High school diploma or GED
- Continuous improvement
- Organizational skills
- Paid holidays
- Health insurance
Specimen Processing Specialist I
FULGENT THERAPEUTICS LLC —Coppell, TX
- Full-time
- High school diploma or GED
- Typing
- Medical terminology
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Quality Specialist I
Steri-Tek LLC —Lewisville, TX
- $22 - $28 an hour
- Full-time
- English
- High school diploma or GED
- Bachelor's degree
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Patient Access Specialist
Children's Health —Plano, TX
- 8 hour shift
- Customer service
- High school diploma or GED
- Associate's degree
- Paid parental leave
- Health insurance
18h
Medical Records Processing Specialist Onsite
Healthmark Group —Dallas, TX
- $17 - $21 an hour
- Full-time
- HIPAA
- Office
- In-person
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processing specialist i jobs near richardson, tx

Wealth Management Client Service Specialist

Peak American Financial Companies, Inc. -
Plano, TX

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Job Details

Full-time
$60,000 a year
11 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

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Refine Your Search

processing specialist i jobs in richardson, tx

Wealth Management Client Service Specialist

ACH & Electronic Payments Specialist

Logistics Specialist

Driver Onboarding & DOT Compliance Specialist

Payroll & AP Specialist

Mail Specialist I

Order Processing Specialist

Mail Processing Specialist (Independent Contractor)

Collections Specialist I

PROCESSING SPECIALIST I

Records and Documentation Specialist

Operations Support Specialist Mailroom Inbound

Document Specialist

Acute Clearance Specialist - Intake Coordinator - Remote

Eligibility Specialist I

Processing Center Specialist

Specimen Processing Specialist I

Quality Specialist I

Patient Access Specialist

Medical Records Processing Specialist Onsite

I want to receive the latest job alert for processing specialist i in richardson, tx

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