Texas Client Services Job Listings

Member Services Representative II63392034459523120

Workable

Member Services Representative II

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions. At Advancial, we prioritize providing outstanding service and products to our members, and we cultivate a positive employee experience. We have been recognized as a Best Company to Work for in Texas for nine consecutive years and as a Best and Brightest Company nationally and locally because we are committed to fostering fulfilling careers. We invite you to explore this opportunity to join us by completing our online application. This position is located in our Oak Lawn Branch. As a Member Services Representative II, you will serve as a crucial liaison between members and the Credit Union. Your responsibilities include providing account information, opening new accounts, and addressing members' daily credit union needs. You will perform routine transactions such as deposits, withdrawals, cash advances, loan payments, transfers, and check cashing. Additionally, you will interview loan applicants and process applications, gathering necessary information and analyzing credit histories. ESSENTIAL DUTIES AND RESPONSIBILITIES Cross-sell a range of credit union products, including loans, deposits, and electronic services. Handle cash and checks for deposit, verify amounts, and ensure proper endorsements. Process payments for loans and credit cards accurately. Maintain an accurate record of transactions through computer data entry. Assist in the loan process, ensuring accuracy and compliance with policies. Keep up-to-date on lending procedures and credit union guidelines. Balance the cash drawer at the end of each shift. Open new accounts, verifying member eligibility. Provide a variety of transaction services and resolve member inquiries. Perform end-of-day and end-of-month audits as needed. Open and close the branch as necessary. The pay range for this position is $18.58 - $23.23 per hour, based on experience. Requirements EDUCATION and/or EXPERIENCE High school diploma or equivalent is required; must have at least one year of related experience and/or training, or an equivalent combination of education and experience. Candidates should be self-motivated, service-oriented, and capable of performing a variety of tasks successfully. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Dallas, TX, USA

$18.58-23.23

Client Service Associate - Symphony Wealth Group63393481434115121

Workable

Client Service Associate - Symphony Wealth Group

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office. Essential Duties and Responsibilities • Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office. • Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation. • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available. • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards. • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance • Maintain CRM database; define and ensure adherence to appropriate client service models. • Manage multiple and competing priorities daily in pursuit of business objectives. • Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages. • Other duties as assigned. • This is a Full Time position in the office Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities • Basic computer skills (Outlook, Word, Excel. Adobe) • Strong administrative and time management skills with superior attention to detail. • Able to work independently and effectively manage multiple tasks at once. • Excellent communication skills, both verbally and in writing. • CRM knowledge a plus. Education and/or Experience • The ideal candidate will have 2+ years of experience in administrative support in a professional environment. • High School Diploma or Associate's degree required • Previous experience in financial services a plus

Plano, TX, USA

Negotiable Salary

Member Support Specialist63499812060289122

Workable

Member Support Specialist

We are seeking a dedicated Member Support Specialist to join our studio team. This role is key in ensuring a positive and seamless experience for all members. The Member Support Specialist will assist the studio team with membership conversations, first time class-takers, lead engagement, and general studio duties assigned by the Studio Manager(s) and the Director of Operations. As the first and last point of contact for members, the Member Support Specialist plays a vital role in creating a welcoming and positive environment for everyone who walks through our doors. The Member Support Specialist will: Casual role, which requires early mornings, evenings and weekend work Visually inspect the equipment prior to the beginning of class to ensure equipment is in good working order and safe to use Responsible for studio tidiness and returning equipment to standards set by studio management Participate in networking/community events as needed and studio promotions to generate new business Stay up to date with, and implement FS8 brand and athletics standards at all times Working front desk + establishing relationships with current and future members Making sales phone calls (# dictated by manager for each shift) + following up member inquiries during each shift Attention to detail during shift for member experience Stocking laundry, studio supplies, and rolling towels in preparation for classes Willingness to evolve with new developments in the fitness industry Professional attire + presence in studio Representing the elements of the brand Minimum of 20 hours/ week, + 40 calls/ shift Any other duties as assigned Requirements Valid CPR and First Aid Certificate Excellent customer service skills Professional and effective communication skills In-depth understanding of the benefits of Pilates, Tone and Yoga. Passion for learning and attending continued education training Punctual and Reliable

Austin, TX, USA

Negotiable Salary

Manager, Customer Success63499969900417123

Workable

Manager, Customer Success

Helpshift bridges the disconnect between conventional customer service channels — such as email and phone support — and a growing consumer base that does more on mobile phones with a strong preference for messaging as the primary mode of communication. Through Helpshift’s AI-powered customer service platform, companies can resolve issues more efficiently, boosting customer satisfaction in the process. Companies such as Activision, Brex, Coupons.com, Electronic Arts, Supercell, Tencent, Zynga and hundreds of other leading brands use the Helpshift platform to provide messaging-first customer support. Helpshift is installed on over two billion devices worldwide and serves more than 820 million active consumers monthly. We are looking for a Customer Success Manager to work with our West coast based customers. In this role, you will be working with customers in the US, among other places. You’ll have the opportunity to work with today’s leading B2C brands, as they begin their journey to provide the customer support experience that their customers want and need. We are looking for self-starters, with a bias toward action that can clearly articulate their data-centric points of view and effect experiential change, to join us in revolutionizing customer relations. If you are excited to learn more about cutting edge technology including mobile-first asynchronous messaging, Bots, and AI, we’re the Customer Success team for you! Responsibilities: You will build strong executive and business user relationships with Helpshift’s customers. You’ll have the opportunity to work with a global CSM team and collaborate across North America, EMEA and APAC. You'll partner with Account Managers on value creation to successfully renew and grow the customer. You will work with customers to establish critical goals, or other key performance indicators that aid them in achieving their goals, increasing renewals and reducing churn. You will be the Helpshift product expert from the business user perspective, becoming a trusted, strategic advisor for your customers. You will develop and present quarterly business review data to your customers and prepare post-meeting reports. You will serve as your customer’s advocate throughout the duration of the contract lifecycle, from successful completion of the onboarding process to the identification and development of upsell opportunities. You will communicate your technical knowledge of Helpshift’s platform educating clients on best practices regarding SDK configurations and internal Dashboard setup. You will advocate for customer needs cross-departmentally and manage issue escalation to the development team as needed. You will manage several projects and customers at one time, responding as needed to high priority client inquiries throughout the day, evening, and weekend when necessary. Requirements: You have 3+ years' experience helping Enterprise and Mid-Market customers reach their goals, while surpassing your teams’ measures of success in the process You adapt quickly and thrive in a fast-paced, growing, and deadline-driven environments where flexibility and teamwork are critical You’re able to navigate an Enterprise organization’s political landscape to develop and expand relationships at all levels while driving large-scale, highly visible, strategic initiatives for customers You have seamlessly supported 30-40 Mid-Market and Enterprise customers at a time Bonus points for a master's degree or equivalent experience Phases of our recruitment journey: You send us your application with your updated resume and application form. After reviewing your candidacy, we’ll invite you for the online Interview via MS Teams with one of our Talent Acquisition Specialists and Hiring Manager. It’s a perfect chance to exchange questions and get to know each other better. There might be also an additional stage interview. At the end of our journey - hopefully you will receive an offer! Our recruitment process is fully online and remote. We value each application and review every candidate individually. Our recruitment team will get back to you as soon as they can to inform you about the status of your candidacy. If you're interested in joining our team, we highly encourage you to apply. 😊 That would be it from us - now we are waiting for your move! #imaginemore Privacy policy: By providing your information in this application, you understand that we will collect and process your information in accordance with our Applicant Privacy Notice. For more information, please see our Applicant Privacy Notice at https://www.keywordsstudios.com/en/applicant-privacy-notice.

Texas, USA

Negotiable Salary

Member Service Representative II63500035838979124

Workable

Member Service Representative II

Join Advancial Federal Credit Union as a Teller and become a pivotal part of our mission to deliver exceptional customer service and innovative financial solutions to our members. We are proud to be recognized as a Best Company to Work for in Texas and a Best and Brightest Company nationally, which reflects our commitment to our employees and their careers. As a Teller, you will serve as a vital liaison between our members and the Credit Union, ensuring that their daily financial needs are met efficiently. This position involves processing routine transactions, such as deposits, withdrawals, and loan payments, while also promoting a variety of credit union products and services. Key Responsibilities: Cross-sell a wide array of credit union products, including loan and deposit services. Accurately process member transactions, including cash handling and account management. Open new accounts and ensure compliance with policies regarding member eligibility and account procedures. Handle member inquiries and resolve any concerns with professionalism and care. Maintain accurate records and bank documentation, balancing cash drawers at the end of each shift. This exciting opportunity is based at our Richardson Branch, and we look forward to welcoming a dedicated and motivated individual to our team! The salary range for this position is $16.15/hr. - $20.19/hr. and based on relevant experience. Requirements Qualifications: To excel in the role of Teller, candidates should have: A high school diploma or equivalent. At least 6 months of related experience and/or training in a customer service or financial environment. Strong communication skills and a service-oriented approach. The ability to handle multiple tasks efficiently and maintain accuracy under pressure. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer, committed to diversity and inclusion in the workplace. Benefits EDUCATION and/or EXPERIENCE High School diploma or equivalent; and 6 months related experience and/or training. This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters Advancial Federal Credit Union participates in the Electronic Employment Verification process. Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.

Richardson, TX, USA

$16.15-20.19