2 client service administrator jobs found in Richardson, TX

The Role Client Account Administration Facilitate end-to-end client onboarding, including account and policy opening and funding Maintain and update client records across Client Relationship Management (CRM) and business platforms Process account changes and update account-level instructions Ensure timely and accurate documentation collection, verification, and recordkeeping Support portfolio rebalancing activities and model implementation Act as a liaison between custodians, vendors, and internal teams Track and resolve account issues, services requests, and operational exceptions Support integration and data flow between systems (CRM, platform technology, reporting tools)   Advisor & Broker Support Partner with advisors and brokers to deliver excellent client service Address operational inquiries in a timely and professional manner Resolve issues and concerns and appropriately escalate complex matters to appropriate channels Assist in the...

Position Summary:   The Print Production Specialist fulfills print requests ensuring jobs are printed to spec, delivered cost-effectively, on time, and to the right location. Key Responsibilities: Fulfills all print production requests as specified. Ensures printing supplies are adequate for requested print job. Knows how to operate and fix printing equipment, or informs leadership of any breakdown. Has good understanding of print capabilities, paper, binding, trimming, and fulfillment to produce a quality product. Packages, ships, or delivers printed materials for on-time delivery. Handles and fulfills other print requests from overall department and Higginbotham. Provides status updates for print projects, and promptly informs team or leadership of any print-related issues. Ensures printed material is delivered on time to the right location, which may involve personal pick-up and delivery to local offices. Maintains a clean production environment and...