Mortgage Customer Service Manager

75026 Plano, Texas TEKsystems

Posted 1 day ago

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Job Description

Onsite in Plano, TX. The office will be moving to Carrollton, TX at the end of the year.
Schedule: Monday to Friday; 8AM to 5PM

Description
+ We are looking for a motivated and people-oriented Mortgage Customer Service Manager to lead and support a high-performing team. This role focuses on managing day-to-day operations, ensuring optimal team performance, and maintaining a smooth workflow in a fast-paced call center environment.
+ Oversee a team of customer service representatives
+ Monitor the phone system to ensure all team members are ready and available,
+ Provide leadership and guidance without overwhelming individual team members
+ Foster a positive team culture with a focus on approachability, communication, and accountability
Additional Skills & Qualifications
+ Mortgage experience
+ Proven experience in a managerial or team lead role, preferably in a customer service or call center environment.
+ Strong interpersonal and soft skills with the ability to motivate and support a diverse team.
Pay and Benefits
The pay range for this position is $31.25 - $31.25/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
- Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in Plano,TX.
Application Deadline
This position is anticipated to close on Sep 18, 2025.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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Customer Success Service Manager

75215 Park Cities, Texas AireSpring

Posted 6 days ago

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Company Description

Founded in 2001, family owned and operated AireSpring is a leading Provider of Cloud Communications, Managed Connectivity and Managed Security which has earned its stellar reputation by taking service and support to the next level, delivering an award-winning customer experience that far exceeds the industry standards. AireSpring has delivered 20 years of outstanding service to its rapidly rising base of national and global customers, while growing organically and remaining debt free.

As the trusted provider to over 22,000 enterprise locations worldwide, our mission is to help our clients connect and communicate easily. We aim to delight our customers and partners by providing personalized, outstanding service.

The company has built a solid reputation of integrity, reliability and dependability with its channel partners, end-user customers and technology partners.

We have received more than 100 coveted industry awards including "Product of the Year- SD-WAN and UCaaS", "Excellence in Customer Service", "Unified Communications Excellence", "Best in Show," "Best Telecom Deal" and "Top Channel Program".

Job Description

Job Summary:

The Customer Success Service Manager is responsible for ensuring client satisfaction, retention, and growth by providing proactive service, support, and strategic guidance. This role acts as the main point of contact along with a Platinum Customer Success Manager for clients post-sale, working cross-functionally with Sales, Product, and Support teams to ensure seamless customer experience.

Key Responsibilities:
  • Client Relationship Management:
    • Serve as the primary point of escalation contact for a portfolio of key clients.
    • Develop strong, trusted relationships to ensure customer satisfaction and loyalty.
    • Regularly communicate with clients to understand their goals, challenges, and feedback.
  • Onboarding & Adoption:
    • Lead the onboarding process for new customers to ensure a smooth transition from sales.
    • Train clients on platform features and best practices to drive product adoption.
  • Account Health & Retention:
    • Monitor customer health metrics and proactively address issues.
    • Develop and execute strategies to increase customer retention and reduce churn.
    • Identify upsell and cross-sell opportunities in collaboration with the sales team.
  • Issue Resolution & Escalation:
    • Address and resolve client concerns quickly and effectively.
    • Coordinate with internal teams to manage escalations and ensure timely resolution.
  • Data & Reporting:
    • Analyze customer usage data to provide insights and recommendations.
    • Prepare regular reports on account health, usage, and satisfaction.
  • Team Collaboration:
    • Partner with Product and Support teams to relay customer feedback and advocate for product improvements.
    • Collaborate with marketing to develop customer success stories and testimonials.
Qualifications
  • 3+ years of experience in customer success, account management, or a related field.
  • Strong communication, interpersonal, and problem-solving skills.
  • Proven ability to manage multiple client relationships and projects.
  • Familiarity with CRM tools (e.g., Salesforce, HubSpot) and customer success platforms (e.g., Gainsight, ChurnZero).
  • Experience in SaaS or technology industry preferred.
Preferred Traits:
  • Customer-centric mindset with a passion for delivering exceptional service.
  • Analytical and strategic thinking skills.
  • Proactive, organized, and detail-oriented.
  • Comfortable working in a fast-paced, team-oriented environment.
Additional Information

Benefits

We offer a comprehensive benefits package designed to support the health, well-being, and financial security of our team members. Our benefits include:
  • 401(k) Retirement Plan - Prepare for the future with our competitive 401(k) plan.
  • Health, Dental, and Vision Insurance - Access quality coverage to keep you and your family healthy.
  • Cell Phone Discount Program - Enjoy savings on your monthly wireless bill through our employee discount partnerships.
  • Gym Membership Discounts - Stay active and healthy with discounted rates at a variety of fitness centers.

We're committed to helping you thrive both professionally and personally.

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Customer Service (Success) Manager

75215 Park Cities, Texas MW Logistics

Posted today

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Company Overview

MW Logistics, LLC is a privately held, asset light third-party logistics provider offering customized solutions to meet our customer's shipping needs. We proudly support Fortune 50 clients across North America, and have never lost site of what matters most: delivering with integrity and building strong, lasting partnerships.

Summary

We are seeking a Customer Service Manager to join our team at MW Logistics, LLC. In this role, you will be responsible for overseeing customer service operations, ensuring customer satisfaction, and driving process improvements within our logistics framework. This position is crucial for maintaining our commitment to excellence in service delivery.

Responsibilities
  • Lead, coach and manage the Customer Success Associates Team who handle the scheduling and tracking service inquiries.
  • Serve as escalation point for complex or urgent customer issues related to shipments, delays, accessorial charges or carrier performance.
  • Develop and implement strategies for process improvement to enhance customer satisfaction and attainments of KPI's internally and with customers. .
  • Coordinate with logistics and operations teams to resolve customer inquiries and issues promptly.
  • Monitor key performance indicators (KPIs) related to customer service effectiveness.
  • Train and mentor staff on best practices in customer service and logistics processes.
  • Foster strong relationships with customers to understand their needs and expectations.
  • Coordinate new customer onboarding from start to implementation: coordinate teams on set-up, account implementation and conducting service expectation and training meetings.
Requirements
  • Bachelor's degree in Supply Chain Management, Business , Logistics or related field REQUIRED
  • 3 - 5 years experience required in logistics, freight brokerage, or transportation with at least 2 years directly managing a team.
  • Strong understanding of freight operations, transportation modes and industry terminology.
  • Experience with Transportation Management Systems (TMS) - McLeod preferred
  • Excellent organization, multi-tasking, and problem solving skills.
  • Outstanding verbal and written communication skills with a customer first approach.
  • Ability to work in a fast paced, deadline driven environment.
  • Ability to analyze data and implement process improvements effectively.
  • Familiarity with EDI and freight tracking technologies preferred.

If you are passionate about delivering exceptional customer service in the logistics industry, we invite you to apply today and become a vital part of our team at MW Logistics, LLC!
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Bilingual Customer Service Associate Manager

75062 Irving, Texas Wells Fargo

Posted 2 days ago

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Job Description

**About this role:**
Wells Fargo is seeking a Bilingual Customer Service Associate Manager role supporting Everyday Banking as a part of Global Operations. Learn more about the career areas and business divisions at wellsfargojobs.com.
**In this role, you will:**
+ Supervise Customer Service Representatives in internal and external customer inquiries, complaints, and disputes resolution tasks and processes to ensure timely completion, quality, and compliance in customer service
+ Identify opportunities for customer service improvement, policy and procedure enhancement, and risk control development in customer service
+ Make daily supervisory and tactical decisions and resolve issues related to customers and colleagues, as well as staffing requirements under direction of customer service management, leveraging interpretation of policies and procedures
+ Collaborate and consult with internal partners, relationship managers, and colleagues to ensure customer satisfaction
+ Interact directly with external customers
+ Manage allocation of people and financial resources for customer service
+ Mentor and guide talent development of direct reports and assist in hiring talent
**Required Qualifications:**
+ 2+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 1+ years of leadership experience
+ Bilingual Spanish speaking, reading and writing
**Desired Qualifications:**
+ Prior experience with Consumer and Small Business Banking Operations (CSBBO) Customer Service, National Small Business Banking Center (NBBC)
+ Knowledge and understanding of call center operations in the financial services industry
+ Ability to lead during times of ambiguity and change
+ Ability to recruit, retain, and grow high potential talent/teams
+ Adaptable and flexible coaching style which considers the needs of learning styles of a diverse team
+ Ability to inspire and engage the broader team, leading with ethics and integrity in all we do
+ Experience recognizing service opportunities and providing exceptional customer satisfaction
+ Ability to lead during times of ambiguity and change
+ Ability to develop partnerships and collaborate with other business and functional areas
+ Ability to leverage and develop next level of team
+ Ability to recruit, retain, and grow high potential talent/teams
+ Highly refined and professional verbal and written communications
**Job Expectations:**
+ Must take and pass required Spanish language assessment
**Available Schedule:**
+ A shift within the hours of M- F 10am-7pm CST) will have a weekend rotation as needed. Typically, 1 weekend every 6 to 7 weeks.
**Primary Posting Location:**
+ 401 W Las Colinas Blvd. Bldg. A, Irving TX 75039
Spanish
**Posting End Date:**
5 Sep 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
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Client Services Administrator

75215 Park Cities, Texas Dynatron Software

Posted 2 days ago

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Job Description

4 days ago Be among the first 25 applicants

At Dynatron Software, we help automotive service departments increase revenue and profitability with our suite of services. We strive to be a people-first company where employees enjoy coming to work, the people they work with, and are given the autonomy to succeed. Our company culture is built on a foundation of teamwork, accountability, integrity, clear communication, and positive attitudes.

We are currently looking to add new talent to our growing team!

About the Role:

The remote Client Services Admin provides administrative support to our FileSmart team. This position is responsible for collaborating with dealer clients, completing administrative computer-based tasks, and working closely with internal teams to ensure success of our warranty reimbursement filing process.

Qualified Candidates Need:

  • 1+ years of automotive experience or office experience
  • Demonstrates enthusiasm and persistence in communicating with clients and team members
  • Ability to maintain focus while performing repetitive, computer-based tasks
  • Must be able to work independently, execute defined processes, and be well organized
  • Must be attentive to detail, able to effectively manage time, manage multiple accounts and priorities, and able to work well in a remote environment
  • Strong knowledge of Google Workspace and Microsoft Office
  • Ability to learn new software applications and be comfortable working on diverse types of computer programs
  • Effectively communicate regularly with internal and external contacts via phone and email
  • Digitally obtain invoices from Dealership Management Systems via secure remote screenshare or filesharing
  • Review invoice data sets to ensure validity, and utilize PDF editing tools to prepare the data sets
  • Utilize proprietary software to identify patterns in dealers warranty data
  • Review daily/weekly reports and provide updates to management as necessary
  • Maintain effective task notes through excellent documentation and organization while utilizing CRM, Google Docs, etc.
  • Ensure defined processes and verbal instructions are followed and completed in an efficient manner and that priority items are addressed within the given timelines
  • Other duties and special projects assigned or approved by management

In Return for Your Expertise, You Will Receive:

  • Excellent benefits including health, dental, and vision insurance, stock options, professional development opportunities, 9 paid holidays, and 15 days PTO.
  • A welcome swag bag with branded clothing as an official welcome to the team.
  • The chance to work for an organization that puts people first and fosters a culture of teamwork, integrity, communication, accountability, and positive attitude!

Dynatron Software is an Equal Opportunity Employer and encourages all qualified individuals to apply.

Compensation Range: $18-$0/hr

Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Sales, General Business, and Education
  • Industries Wireless Services, Telecommunications, and Communications Equipment Manufacturing

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Lewisville, TX 35,000.00- 40,000.00 3 days ago

Double: Remote Executive Assistant (Central US) Remote Administrative & Business Partner Client Service Processing Specialist (Temporary) Administrative Executive with Ariba or SAP Software Experience - Remote Sales Administrative Assistant (Entry level) Legal Administrative Assistant - Detail-Oriented Pro Executive Assistant - Technology and Artificial Intelligence

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Client Services Specialist

75056 The Colony, Texas Workway

Posted 2 days ago

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Job Description

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Client Service Specialist opportunity with a national provider of custom, sustainable solutions across the waste, recycling, and compliance services industry. This company is a great place to work if you're looking for a fast-paced, purpose-driven environment with opportunities to build meaningful client relationships and grow your career. The Client Service Specialist is responsible for the specific duties listed below.Your specific duties will include: Interacting extensively with dedicated groups of clients and vendors. Handling overflow calls to support the assigned line of business. Logging into the CRM system daily, as required by company standard operating procedures, and managing the system queue. Following up on outstanding issues and escalations in a timely manner to ensure satisfactory resolution. Dispatching service requests and following through to ensure service completion. Communicating frequently via email and phone with clients and vendors, including corporate-level interactions. Issuing purchase orders (P.O.s) and calculating additional charges as necessary. Understanding pricing structures and completing simple to moderate pricing analyses. Researching issues using available resources before escalating them to a manager.Specific qualifications for the position include: Prior experience in a client-facing or professional call center environment. Excellent written and verbal communication skills with a clear and professional tone. Strong customer service orientation and relationship-building skills. Proficiency with CRM systems and ability to manage multiple priorities in a fast-paced setting. High School diploma or equivalent. Pay Rate Range: $19.00 per hourCompensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental, and vision as well as a 401(k) plan.Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you put your best foot forward. Contact us today!Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. For our complete EEO & Pay Transparency statement, please visit To receive state and federal compliance posters, e-mail or call .

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Client Services Specialist

75215 Park Cities, Texas Apex Fintech Solutions

Posted 5 days ago

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Job Description

Client Services Specialist

Be part of a fast-paced team focused on enhancing relationships and building customer loyalty. Apex Fintech Solutions is seeking a Client Services Specialist who is empowered to build strong, trust-based relationships with our clients, challenge the status quo, create innovative solutions to traditional problems, help us streamline and automate manual processes, and to be a change-agent for the firm. Learn the financial industry while providing high-quality services to Brokerage firms, Registered Investment Advisors, and End Investors.

You will be providing world-class customer service to firms, and certain end investors. You will be taught a broad range of transferable product, technology, and systems skills, which will enable you to think critically about how we can improve our suite of offerings. You will provide outstanding service through telephone and electronic interactions. You will also make a meaningful impact through your inclusion in strategic initiatives and cross-company projects. You will support service questions, operational inquiries, and internal team members.

Duties/Responsibilities

  • Serve as the primary point of contact for clients.
  • Manage partner firm and end investor escalations, ensuring timely and effective resolution.
  • Support inquiries related to Operations, collaborating with internal teams to address customer queries and resolve issues.
  • Create and maintain system documentation to ensure clarity and consistency in processes.
  • Strictly adhere to established procedures and security controls to safeguard customer information and assets.
  • Maintain ownership of key supervisory checklists, ensuring adherence to compliance requirements and operational standards.
  • Support business process improvement initiatives and ad hoc projects.

Education and/or Experience

  • Bachelor's degree in business, finance, or a related field or equivalent work experience
  • 3+ years of experience in client services, relationship management, or a similar role within the financial services industry
  • FINRA Series 7 and Series 24 License(s) required (or willingness to obtain)

Required Skills/Abilities

  • Must be a self-starter, flexible, innovative, and adaptive
  • Strong interpersonal skills with the ability to work collaboratively and with people at all levels of the organization
  • Ability to work both collaboratively and independently; ability to navigate a complex organization
  • Advanced analytical skills
  • Excellent project management and organizational skills and capability to handle multiple projects at one time
  • Proficiency in Microsoft 365

Work Environment

  • This job operates in a hybrid, office environment.

The annual base salary range for this position is $25-$31. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities.

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Client Services Coordinator

75215 Park Cities, Texas CBRE

Posted 5 days ago

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Join to apply for the Sales Support Sr Coordinator role at CBRE

2 days ago Be among the first 25 applicants

Join to apply for the Sales Support Sr Coordinator role at CBRE

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Dallas - Texas - United States of America

About The Role

As a CBRE Sales Support Sr. Coordinator, you will provide advanced administrative support to a large office. This job is part of the Sales Operations function. They are responsible for sales planning, strategy, and forecasting to achieve business objectives.

What Youll Do

To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

  • Gather documentation to complete high-value voucher forms and process commission payments.
  • Collect, compile, and evaluate complex data and create written descriptions of results.
  • Ensure client messaging is in alignment with company branding. Review marketing templates and approve creative.
  • Answer, screen, and direct incoming telephone calls.
  • Respond to escalated inquiries and provide information as needed, while maintaining confidentiality.
  • Read and route incoming mail. Review and distribute routine communications, faxes, and emails for sales professionals.
  • Coordinate schedules and appointments for sales team members.
  • Attend Sales team meetings to record meeting minutes or action items.
  • Recognize and solve typical and atypical problems that can occur in own work area without supervisory approval.
  • Evaluate and select solutions from established options.
  • Impact team through the quality of the services or information provided.
  • Follow standardized procedures and practices and receives regular but moderate supervision and guidance
  • Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Why CBRE

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values respect, integrity, service and excellence and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.

Our Values in Hiring

At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.

What Youll Need

  • High School Diploma or GED with 2-3 years of job-related experience.
  • An established understanding of work routines and standards and applying skills and knowledge in a range of processes, procedures, and systems are required.
  • Requires intermediate problem-solving skills with the capacity to review and select solutions from available options without supervisory approval.
  • Ability to explain detailed and complicated information within the team in a clear and concise manner.
  • Advanced knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
  • Strong organizational skills with a robust inquisitive mindset.
  • General math skills. Ability to calculate advanced figures such as percentages, discounts, and markups. or complicated information within the team

Equal Employment Opportunity: CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our companys success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at (U.S.) and (Canada).

Service line: Advisory Segment Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Sales and Business Development

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Client Services Associate

75215 Park Cities, Texas HFS Wealth Management

Posted 5 days ago

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Job Description

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This is a full-time on-site role for a Client Services Associate in our Dallas, TX office. The Client Services Associate will be responsible for providing exceptional customer service and support to our clients. Job requirements include strong communication skills, eagerness to learn, self-starter, proactive, ability to work alone and as a team member, detail oriented, strong organizational skills, and a strong customer service mentality. The job responsibilities include execution of service requests, maintenance of portfolio data, client data management in CRM, preparation of custodian and internal paperwork, and an eagerness to go above and beyond.

Qualifications

The Client Service Associate typically requires:

  • 3-5 years of experience in Financial Services Industry
  • Bachelors degree from accredited college or university
  • Proficiency with Microsoft Office
  • Experience with Salesforce is a plus
  • Experience with Orion Portfolio Solutions is a plus

Primary Responsibilities

  • Address external and internal service requests
  • Manage data in CRM (Salesforce)
  • Custodial and internal form preparation and processing
  • Willingness to accept tasks no matter how big or small
  • Follow departmental and firm Standard Operating Procedures

Secondary Responsibilities

  • Provide coverage to other Client Service Associates
  • Assist compliance officer
  • Assist in creation and maintenance of Standard Operating Procedures/workflows

Salary and Benefits

  • Salary based on experience
  • 401 (k) with company match
  • Employee Profit Sharing Bonus Pool
Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time

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  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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