Texas Licensed Client Services Representative

Supporting enterprise financial-institution customers, the full-time Texas Licensed Client Services Representative will research and resolve service inquiries, maintain account reporting, and coordinate escalations while working remotely. Key Responsibilities Receive, research, document, track, and resolve customer inquiries and Salesforce cases Provide clear status updates, findings, risks, and resolution information to customers and internal partners Partner with Operations, Claims, Sales, and other teams to drive timely resolution of issues Required Qualifications High school diploma or equivalent Previous customer-service, customer-care, case-management, or account-support experience Working knowledge of Microsoft Excel, Outlook, and Teams Ability to work independently in a remote environment Experience using Salesforce or a comparable CRM platform