Client Service Professional

Job Title: Client Services Professional
Location: Hybrid Schedule (3 days remote, 2 days on-site) in Dallas, TX
Duration: Ongoing 4-6 month contract 

Job Description: 

We're looking for individuals who are not only professional and polished communicators but also culture contributors—those who bring curiosity, empathy, and drive to every interaction. Personality and presence matter here—these are roles where your character shines brighter than your resume.

This is a great opportunity to work within a dynamic, supportive team and be part of a mission-driven organization that values excellence and client satisfaction.
 

What You’ll Be Doing

As a Client Services Specialist, you will be at the frontline of client support—empowering financial professionals and customers by resolving complex issues and providing outstanding service across all areas of the business.

• Manage complex and escalated inquiries from financial professionals and clients.

• Support clients with brokerage operations, advisory accounts, transfers, and system navigation.

• Deliver an excellent service experience while maintaining productivity goals.

• Accurately document interactions using CRM tools.

• Collaborate across teams to deliver solutions without escalation.

• Assist in department training and special projects.

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What We’re Looking For

• 1+ year of call center or customer service experience

• Proficiency with Microsoft Office

• High School diploma or GED required

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Bonus Points For

• A passion for delivering top-tier service

• Strong communication, organizational, and problem-resolution skills

• A keen attention to detail and follow-through

• Experience in banking or financial services

• College degree or equivalent experience

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What Makes You a Great Fit

Our most successful team members bring the following qualities:

• Warm, professional demeanor with empathetic listening skills

• Comfort with change in a fast-paced environment

• Enthusiastic team player with a can-do attitude

• Driven to exceed expectations and make an impact

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.