Customer Support Specialist II Salary at North Texas Tollway Authority BETA

Client Service Associate Boutique Wealth Management Firm Dallas, TX Overview Boutique RIA in Dallas, TX serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in Client Services and Paraplanning. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele. Highlights Serve as a primary lead for client onboarding and private wealth client services Provide an excellent client experience for high net worth clients Participate in the growth of a dynamic, independent RIA by servicing client needs, maintaining key relationships, and financial planning administration Strong culture of teamwork, work life balance and personal and professional development Competitive compensation package including benefits and bonuses Requirements Bachelor’s Degree 3+ years experience in Client Services and/or Paraplanning within Financial Services Track r

Customer Support Specialist CellGate - Gold Key Support Team Join our elite customer support team at CellGate, where you'll provide top-tier support for our access control solutions to homeowners, property managers, and dealers. Essential Requirements: Strong customer service background Technical aptitude and willingness to learn Salesforce experience preferred Key Responsibilities: Guide customers through product activation and implementation Manage customer data and cases in Salesforce Provide support and troubleshooting Maintain detailed customer accounts and documentation Skills & Qualifications: Professional phone and email communication skills Strong problem-solving abilities Detail-oriented with excellent time management Basic software proficiency Ability to handle both customer support and onboarding of new client set-ups CellGate offers innovative access control solutions, and we're looking for someone who can deliver exceptional customer experiences in both Spanish and Englis

Job Description Job Description *** You must be in Dallas (Allen, Texas) and willing to be in the office a minimum of 3 days a week*** About Us: Paynada is a pioneering force in B2B payment technology services, committed to delivering innovative solutions tailored to our clients' evolving needs. With strategic partnerships, cutting-edge technologies, and a team of experts, we offer a diverse range of products and services, empowering businesses across the U.S. to seamlessly accept all payment types. Operating with the agility of a startup and backed by years of success and secure private financial support, we're dedicated to growing together and staying ahead in the industry. Position: Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience. Paynada offers innovative payment processing solutions to merchants. Paynada has put together a comprehensive package of products and services. Paynada delivers a consultative a

Req ID: 75874 Location: Dallas -DAL Areas of Interest: Wealth Management Operations Pay Transparency Salary Range: Not Available Application Deadline: 04/25/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. Bonus Type Formula Based Summary A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. Job Description The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokera

POSITION SUMMARY The Operations and Customer Support Specialist will be responsible for ensuring smooth operational processes while delivering exceptional customer service. This role combines operational tasks such as client onboarding with direct customer engagement and ongoing support to enhance overall efficiency and client satisfaction. The ideal candidate will be detail-oriented, possess strong communication skills, and be committed to providing high-quality support. KEY RESPONSIBILITIES Operations Support: Create customer implementation materials (timelines, communications, process documents, etc.) and track progress of implementation to the project timelines. Coordinate with various departments to streamline workflows and enhance productivity. Assist in the day-to-day operations of the organization, ensuring all company and customer processes run efficiently. · Assist in the daily operations of the office, including managing hardware purchases, supplies, and inventory. Schedulin

Job Summary: J. Patterson Group Inc., is a corporation offering investment guidance to high net worth families, retired financial advisors, and trusts through Momentum Independent Network. Help conduct the fluid operation of a wealth management company. As an employee of J. Patterson Group Inc., you will assist with daily business activities and provide exceptional service to clients. Job Description: Client Services Associate’s responsibilities will change over time as instructed by Investment Adviser Representative to meet the ongoing needs of the company. · Draft and send correspondence to clients and home office. · Document contact with clients. · Be proactive in supporting investment adviser representative with high priority projects. · Provide clients with timely attentive service. · Respond to client requests and provide information as needed. · Update and maintain client management system. · Track and confirm client and investment adviser representative requests have been compl

Job Summary 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 Bachelor’s degree from accredited college or university Proficiency with Microsoft Office Experience with Salesforce is a plus Experience with Orion Portfolio Solutions is a plus Excellent client service skills

TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. Our client who is an independent wealth management firm with over $800MM AUM based in Fort Worth, TX is hiring for a Client Service Associate with experience in all areas of client and advisor support to join a successful and growing wealth management firm. Job Summary: Under general supervision, uses advanced skills gained through training and experience to provide proactive support to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision-making responsibility. Extensive contact with clients to resolve most questions and problems and refer new or unusual issues to a higher level. Essential Duties and Responsibilities: ● Interacts daily on the phone and in person with pro