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4 results for Client Account Operations Associate in Plano, TX

Client Services Specialist
  • Irving, TX
  • onsite
  • Temporary / Contract
  • 19 - 24 USD / Hourly
  • <p>We are looking for a Client Services Specialist to support event-related client interactions and deliver a high standard of service for attendees, exhibitors, and internal teams. This is a Contract position with an initial 12-week assignment and potential for longer-term opportunity. The person in this role will help ensure event information is accurate, customer questions are resolved efficiently, and service processes are continuously improved to create a strong overall experience.</p><p><br></p><p>Responsibilities:</p><p>• Manage incoming questions from attendees, exhibitors, and staff, providing timely follow-up and taking ownership of each issue through resolution.</p><p>• Review event websites and online information regularly to confirm content accuracy, usability, and consistency for both internal and external users.</p><p>• Investigate service-related concerns, identify root causes, and apply practical solutions that improve customer outcomes.</p><p>• Work closely with internal departments and external partners to recommend and implement enhancements to service delivery and communication methods.</p><p>• Process and update registrations across various event systems with a high level of accuracy and attention to detail.</p><p>• Track exhibitor timelines, requests, and key communications to keep event stakeholders informed and organized.</p><p>• Coordinate with operations partners to prepare pricing materials and support the development of event-related pricing structures.</p><p>• Create and maintain exhibitor service documentation, including vendor details, operational guidelines, and booth compliance information.</p><p>• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution and client service needs.</p>
  • 2026-10-26T00:00:00Z
Client Services Specialist
  • Irving, TX
  • onsite
  • Temporary / Contract
  • 24 - 28 USD / Hourly
  • <p>We are looking for a Client Services Specialist to support event participants, exhibitors, and internal teams by delivering responsive, high-quality service throughout the event lifecycle. This is a Contract position based in Irving, Texas offering an initial 12-week assignment with potential for longer-term opportunity. The person in this role will help ensure registration, exhibitor services, and event communications run smoothly while contributing ideas that strengthen the overall customer experience.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a primary point of contact for attendees, exhibitors, and staff, providing timely follow-up and driving issues through to completion.</p><p>• Review event-related web pages and online resources to confirm content is accurate, functional, and easy for users to navigate.</p><p>• Resolve customer concerns by assessing problems carefully, identifying practical solutions, and communicating next steps clearly.</p><p>• Work closely with internal departments and external partners to improve service delivery and introduce more effective support processes.</p><p>• Manage registration activity across multiple platforms, entering and updating information with strong attention to accuracy.</p><p>• Track exhibitor timelines, requests, and communications to keep key stakeholders informed and aligned.</p><p>• Coordinate with operations partners to prepare pricing materials and support the development of competitive service offerings.</p><p>• Create and maintain exhibitor service documentation for assigned events, including vendor details, service information, and booth participation guidelines.</p><p>• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution.</p><p>• Take on additional assignments that support team objectives and evolving business needs.</p>
  • 2026-10-26T00:00:00Z
Client Service Advisor CSA - Wealth Advisory
  • Fort Worth, TX
  • onsite
  • Permanent / Full Time
  • 75000 - 100000 USD / Yearly
  • <p><strong>Client Service Associate | Fort Worth, TX 76104</strong></p><p>Love working with people, staying organized, and getting the details right? Join a growing private wealth management firm as a Client Service Associate and build a real career in financial services.</p><p><strong>What you’ll do:</strong></p><p> ✅ Serve as a key point of contact for high-net-worth and mass affluent clients</p><p> ✅ Prepare for client meetings and own deliverables from day one</p><p> ✅ Handle account openings, paperwork, and money movement requests</p><p> ✅ Keep client records and CRM accurate and up to date</p><p> ✅ Work shoulder-to-shoulder with a senior advisor who will mentor you</p><p><strong>Why you’ll love it:</strong></p><p> &#128640; Genuine partner track, not a support role with a ceiling</p><p> &#128200; Sophisticated planning work with an established client base</p><p> &#127942; A growing firm that promotes from within</p><p> &#128218; Professional development assistance</p><p><strong>Compensation &amp; benefits:</strong></p><p> Base + incentive pay, 401(k) with matching, generous retirement program, health insurance, and paid time off.</p><p>&#128205; On-site | Fort Worth, TX 76104</p><p><br></p><p>Joe.Faradie at roberthalf com - linkedin with me today</p>
  • 2026-10-15T00:00:00Z
Senior Client Services Specialist
  • Irving, TX
  • onsite
  • Temporary / Contract
  • 20 - 23 USD / Hourly
  • We are looking for a Senior Client Services Specialist to join our team in a Contract role. This 12-week opportunity is ideal for a client-focused specialist who can manage commercial portfolio support, strengthen exhibitor and stakeholder relationships, and help deliver high-quality event experiences. The position combines day-to-day service coordination with process improvement, cross-functional collaboration, and occasional travel to support on-site event operations.<br><br>Responsibilities:<br>• Act as the main point of contact for assigned commercial accounts, delivering responsive support and building strong client relationships throughout the event lifecycle.<br>• Create and carry out outreach efforts that keep clients informed, address questions early, and encourage greater participation and satisfaction.<br>• Gather input from exhibitors and internal partners, review service workflows, and recommend practical changes that improve the overall customer experience.<br>• Work closely with cross-functional teams to coordinate service delivery, resolve issues efficiently, and maintain smooth operational execution.<br>• Travel to event sites as needed to oversee service areas, support floor operations, and help ensure a well-organized experience for clients and attendees.<br>• Partner with contractors and external vendors to align service expectations, support event execution, and maintain productive working relationships.<br>• Contribute to the preparation and review of exhibitor service materials, ensuring information is clear, accurate, and aligned with event policies and safety requirements.<br>• Assist with financial and account-related activities such as billing coordination, reconciliations, and other support tied to client service operations when needed.
  • 2026-11-11T00:00:00Z