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Client Representative Jobs in Plano, TX

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Dallas, TX14 days ago

p>Position Summary: The Client Experience Representative (CXR) is to deliver an excellent customer experience via phone, email and chat supporting transportation factoring & payment platform clients The ideal candidate will have experience in client service and will actively demonstrate commitment to client education, retention and teamwork.

  • Assists clients in resolving holds, delays, rejections and disputes as well as other related transactions or statuses such as disputes, open credits, post verifications NOA's and LOR's.

    • DALLAS, TX30+ days ago
    • $25,000–$60,000 Per Year

    The Lead Client Service Representative will also assist with supervising and assisting in the dispatching of all service and maintenance calls to ensure maximum efficiency of scheduling without compromising client satisfaction. Making absolutely sure that a client is notified ahead of time if the technician is not going to arrive at their home in the scheduled time window and re-scheduling the time to the client’s satisfaction.

    New!

    Richardson, TX2 days ago

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    PRIMARY RESPONSIBILITIES (Under the supervision of the Manager of Client Relations):

    Program Support:

    • Monitor internal or external inboxes and provide timely and accurate responses, obtaining input from client contacts, legal team contacts, and other BAL resources, as needed.

    Arlington, TX30+ days ago

    As an established leader in the Printing, Design, and Shipping industries our mission is to partner with small businesses and consumers and provide them with high-quality solutions that make life easier. The posted positions are offered by individual franchisees who interview, hire, manage and pay the employees hired for positions in a specific local location (center) through their specific business.

    Dallas, Texas15 days ago

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    With a diverse roster of clients across various industries, we’ve discovered that in person interactions are consistently the key to increasing brand awareness. With a handshake and a genuine conversation, our team knows how to break the ice and introduce the public to our clients’ products in a cost effective way.

    New!

    Carrollton, TX3 days ago
    • $80,908.33–$105,600 Per Year

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    Must possess a valid driver's license for a minimum of 12 months, with no major or frequent traffic violations included, but not limited to:

  • DUI, Hit & Run, License Suspension, Reckless / Carless Driving, or multiple smaller infractions or preventable collisions in the previous 3 years.

  • Drives the account management process for assigned portfolio, which includes development of customer account profiles, account strategies, service delivery plan, customer budget planning and scheduled customer visits.

    • TX9 days ago

    For positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act.

    Join our dynamic veterinary team as a Client Service Representative (CSR) and play a key role in both client experience and hospital growth!

    Arlington, Texas30+ days ago

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    *All interviews will be conducted via Zoom video conferencing
    (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
    We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
    Incentives include but not limited to:
    • No cold calling
    • Qualified lead program
    • Advancement based on performance
    • Weekly pay
    • Mentorship and complete training
    • Industry leading tools and technology access
    • Work from home (web conference-based presentations)
    .

    New!

    Dallas, TX4 days ago
    Remote
    • Full-time

    Our parent company, Globe Life, has 125 years of rock-solid success and is the number one producer of life insurance policies in North America. This position offers the flexibility to work from home while helping families understand valuable benefits and financial protection programs.

    Dallas, Texas13 days ago
    Remote

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    AO is seeking a motivated Client Services Representative to join our growing remote team. Our parent company, Globe Life, has 125 years of rock-solid success and is the number one producer of life insurance policies in North America.

    Grapevine, Texas15 days ago

    We’re excited to grow our team by hiring Client Service Representatives who deliver expert phone support—resolving complex questions about insurance adjudication, pricing, and software troubleshooting. At Liberty Software, we proudly partner with client pharmacies across the country—helping them support their patients with powerful, user-friendly software.

    Dallas, TX30+ days ago

    The BDC Intake Specialist will be the first point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that will allow the firm to determine if a case should be retained.

    Our Dallas office is looking to hire an experienced BDC - Legal Sales, Client Intake Specialist with a desire to grow within the legal industry.

    Dallas, TX30+ days ago

    p>Our Support Office teams power that mission by supporting our hospitals through operational excellence, innovative programs, people-centered culture, and forward-thinking business solutions - all while having plenty of fun along the way. Through a nationwide community of over 360 veterinary providers, and an industry-leading membership program, Thrive Pet Healthcare provides personalized, accessible care through every stage of a pet's life and health.

    Dallas, TX30+ days ago
    Remote

    In this fully remote role, you will serve as a key point of contact for travelers, providing support before, during, and after their trips to ensure a smooth and positive experience. This role is ideal for someone with strong customer service skills who enjoys helping others, staying organized, and working independently in a remote environment.

    Dallas, TX30+ days ago

    p>SAGO is a global leader in market research and data solutions, committed to connectinghuman answers to business questions. The world is transforming, and SAGO is continuously reaching new heights, redefining our solutions beyond our clients' wildest expectations, and making it smarter, faster, and easier to gain insights that matter. Bold thinkers and Authentic team members who show up to work every day being ourselves, never afraid of new ideas or opinions, because we believe they matter.

    Fidelity logo
    New!

    Westlake, Texas2 days ago
    Remote

    Brokerage Operations

    Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. As a Representative for Client Services, you will be directly involved in navigating transaction processing and carrying out our already-established record-keeping business practices, provides best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through telephone within contact center.

    Dallas, Texas15 days ago

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    Our Dallas office is looking to hire an experienced BDC - Legal Sales, Client Intake Specialist with a desire to grow within the legal industry. The BDC Intake Specialist will be the first point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that will allow the firm to determine if a case should be retained.

    Lewisville, TX11 days ago

    This role will manage client relationships from onboarding onward, ensure timely delivery of services, handle order entry and invoicing, and work across multiple technology platforms. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.

    Dallas, TX30+ days ago

    The world is transforming, and SAGO is continuously reaching new heights, redefining our solutions beyond our clients' wildest expectations, and making it smarter, faster, and easier to gain insights that matter. Bold thinkers and Authentic team members who show up to work every day being ourselves, never afraid of new ideas or opinions, because we believe they matter.

    New!

    Carrollton, Texas4 days ago

    For us at Trane Technologies, and through our businesses including Trane® and Thermo King, sustainability is not just how we do business—it is our business.

  • Must possess a valid driver’s license for a minimum of 12 months, with no major or frequent traffic violations included, but not limited to:

  • DUI, Hit & Run, License Suspension, Reckless / Carless Driving, or multiple smaller infractions or preventable collisions in the previous 3 years.

    • ARLINGTON, TX30+ days ago

    Enjoy working with well-known, nationally recognized products within your favorite convenience stores while building and maintaining professional working relationships with store management and assocaites. From retail merchandising to sales and marketing insights, our team makes sure the brands we represent look great, sell strong, and stay competitive at every major U.S. retailer.

    Dallas, TX30+ days ago

    Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.

    TX30+ days ago
    Remote
    • $62,000–$75,000 Per Year

    Our Total Rewards program includes industry-leading compensation and benefits plus additional incentives that are designed to meet your needs and those of your family so you can get the most out of your career and your life, including:

    • Time Away: Program starts at 20 paid time off days in addition to 11 paid holidays and 8 hours of volunteer time off yearly (time off days are prorated based on start date and program varies based on full or part-time status and management level).
    • Supporting your Health & Well-being: flexible health and insurance options including medical, dental and vision, employee, spouse and child life insurance, short- and long-term disability, pre-tax Health Savings Account with employer contributions, Healthcare FSA, critical illness, accident & hospital indemnity insurance, and a total well-being program that helps you and your family stay on track physically, socially, emotionally, and financially.

    TX14 days ago

    p>Stewart Insurance, part of the Stewart family of companies, is seeking a kind, energetic, curious, and service-driven Personal Insurance - Client Relations Representative to join our team and deliver exceptional experiences to our personal insurance clients.

    • Promotes Stewart Insurance services and solutions through sales activities including consultative selling, relationship-building, and exceptional, client-tailored communication skills.

    Richardson, TX14 days ago
    • Full-time

    Our Support Office teams power that mission by supporting our hospitals through operational excellence, innovative programs, people-centered culture, and forward-thinking business solutions — all while having plenty of fun along the way. Through a nationwide community of over 360 veterinary providers, and an industry-leading membership program, Thrive Pet Healthcare provides personalized, accessible care through every stage of a pet’s life and health.

    NRG Energy Inc logo

    TX30+ days ago

    The Client Services Representative analyzes customer inquiries to determine the best course of action for one-call resolution while managing team and individual productivity goals and maintaining the highest level of customer service.

  • Perform basic financial analysis to determine amounts required for refunds, credits and lost savings requests; Prepare summarized reports required for approval of financial adjustments.

    • Dallas, TX23 days ago
    • Full-time

    Our Client Service Representatives (CSR) have many duties ranging from answering the phone, differentiating between routine and emergency cases, scheduling appointments, greeting clients, admitting and checking out patients, processing payments, managing financial information, and communicating information between clients and staff. As the premier network of over 140 specialty and emergency hospitals across North America, Ethos brings together a dedicated community of more than 1,500 specialized doctors providing care for nearly 2 million pets annually.

    New!

    Richardson, TX2 days ago
    • $45,000–$70,000 Per Year

    p>WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

    • Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program).

      As a Client Service Representative (CSR), you will be responsible for delivering high-quality service and support to Advisory and Insurance clients using web-based systems for tracking, information gathering, delivering education, and troubleshooting issues.

    Dallas, TX30+ days ago

    p>Job Duties & Responsibilities:

    • Develop, maintain and manage new client relationships • Help drive new account growth via prospecting, sourcing, and account penetration • Effectively utilize Salesforce for client prospecting and pipeline management • Ability to navigate Echo's proprietary software to manage daily operational tasks such as account management, invoicing and tracking shipments • Establish relationships with internal departments to ensure client transactions are processed accurately and efficiently • Attend continuous education programs to fully engage in learning the industry, market and business.

    Skills & Qualifications:

    • Bachelor's degree • Recent grad or 1-2 years' sales experience • Strong customer service and relationship building skills • Outstanding verbal and written communication skills • Motivated by money • Ability to cold call with assertive, positive and persistent style • Motivated to reach and exceed quotas • Ability to remain resilient in an aggressive and competitive environment • Understands the importance of self-motivation, time-management, and organizational skills • Thrives in a fast paced environment that requires problem solving and decision making • Ability to work independently and in a team setting.

    Dallas, Texas15 days ago

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    Position Summary: The Client Experience Representative (CXR) is to deliver an excellent customer experience via phone, email and chat supporting transportation factoring & payment platform clients The ideal candidate will have experience in client service and will actively demonstrate commitment to client education, retention and teamwork.

  • Assists clients in resolving holds, delays, rejections and disputes as well as other related transactions or statuses such as disputes, open credits, post verifications NOA’s and LOR’s.

    • Summit Sky Consulting logo

    Denton, TX30+ days ago
    • Full-time

    As a Client Acquisition Representative, you will focus on identifying client needs, presenting appropriate financial solutions, and building long-term professional relationships. If you enjoy building relationships, connecting with new people, and introducing valuable financial solutions, this opportunity can provide the flexibility and income potential you’re seeking.

    TX30+ days ago
    • $72,000–$97,000 Per Year

    p>WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

    • Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program).

    • 2-5 years of proven experience in client success, customer service, or a technical support environment, preferably within the financial services industry, with a strong track record of resolving client inquiries efficiently and ensuring compliance with industry regulations.

    New!

    Fort Worth, TX1 day ago

    On screen copy: Trained by the award-winning Academy at Bank of America On screen copy: The Academy at Bank of America Dedicated Support Dedicated Training Time Classroom Training I was set up for success from day one with the onboarding I received through the award-winning Academy at Bank of America. On screen copy: Best part of my job is knowing that I'm helping clients' financial lives run smoothly The best part about my job is knowing that I'm helping clients' financial lives run more smoothly.

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