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Client Success & Solutions Specialist
Job in
Southlake, Tarrant County, Texas, 76092, USA
Listed on 2026-08-18
Listing for:
Sullivan Financial Partners
Full Time
position Listed on 2026-08-18
Job specializations:
-
Business
CRM Systems & Management
Job Description & How to Apply Below
Sullivan Financial Partners in United States (TX) seeks a meticulous Client Solutions Specialist to own new business processing and ongoing client service from start to finish. You will coordinate with advisors, custodians, and clients to ensure accuracy, timely updates, and compliance, while maintaining organized records in our CRM and delivering exceptional service.
This role supports a collaborative, growth-focused culture in a full-service planning firm and offers opportunities to deepen
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