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Client Services Funds Operations Analyst

Houston,TX

951 Client Services Funds Operations Analyst jobs in Houston,TX

New, Posted 1 day ago
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Tax Expert - In-Office

Intuit

Houston, TX 77001

OnsiteUrgently HiringBilingual PreferredHealth InsurancePaid Time OffRetirement Benefit

The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00
This position will be eligible for a cash bonus, equity rewards
401(k) Savings Plan with company matching
Paid sick time
Employee Stock Purchase Plan
E&O; Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products including a free copy of TurboTax
Ongoing collaboration opportunities with TurboTax's network of growth-minded professionals
Marketing support
Training provided by Intuit
Primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week.
Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season
Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
Familiarity with Circular 230
Must be comfortable working onsite at a TurboTax office location
Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development.
Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Experience in holistic tax advisory services beyond tax filing
Proficient with technology, including tax preparation software and CRM/sales tools.
EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit
Bilingual (English/Spanish) communication skills are a plus
New, Posted 11 hours ago
Recommended
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Remote Phone Support - Prescription Programs, $15/hr

NexRep

Houston, TX

$15/hr
RemoteUrgently HiringFlexible ScheduleHealth Insurance

$15 per hour
Opportunity to earn up to $300 in certification incentives in your first month of servicing by reaching the milestones below:
Completing certification and servicing at least 10 hours in Week 1: $50
Servicing at least 10 hours in Week 2: $50
Servicing at least 30 hours per week in Weeks 3 and 4: $200
Access to program experts who are available to meet with you upon request
Free certification to provide you with the information you need to be successful as a Customer Service Representative.
Exclusive discounts and savings on a variety of common expenses such as health and dental coverages, banking services, legal and technical support, and more!
Flexible scheduling
Hours of operation are Monday through Friday, 8:00 AM to 8:00 PM ET.
A minimum of 20 hours per week
Certification runs for 10 days, Monday-Friday, from 10:00 AM – 6:30 PM ET
You'll need a quiet, dedicated workspace
Access to high-speed, hardwired internet (no Wi-Fi or Satellite, please)
A PC with Windows 11 (Macs and Chromebooks are not supported at this time)
At least 8GB of RAM, with at least 4GB available for use
A processor capable of reliably running all required software and programs simultaneously
Up-to-date antivirus software
Dual monitors, each capable of displaying at least 1024 x 768 pixels
A USB noise-cancelling headset
A webcam for your Certification experience
A smart phone to facilitate dual-factor authentication
You are eligible to contract with NexRep if you reside in one of these states: AL, AK, DE, FL, GA, ID, IN, IA, KS, KY, LA, MI, MS, MT, NE, NV, NH, NM, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, WV, or WY.
We do not currently contract with anyone outside of the US.
Each independent contractor services a minimum of 20 hours per week
At least one year of experience in a call center customer service environment is preferred
Medical office, pharmacy, or non-clinical medical experience is very helpful
New, Posted 1 day ago
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Tax Expert - On-Site

Intuit

Houston, TX 77001

OnsiteUrgently HiringBilingual PreferredHealth InsurancePaid Time OffRetirement Benefit

The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00
This position will be eligible for a cash bonus, equity rewards
401(k) Savings Plan with company matching
Paid sick time
Employee Stock Purchase Plan
E&O; Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products including a free copy of TurboTax
Marketing support
Training provided by Intuit
Primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week
Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season
Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
Familiarity with Circular 230
Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week.
Must be willing to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development
Must be willing to wear Intuit provided uniforms.
Must be willing to use your name, picture for advertising on goggle.
Experience in holistic tax advisory services beyond tax filing
Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
Bilingual (English/Spanish) communication skills are a plus
New, Posted 7 hours ago
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Commission Sales Rep - $75K-$95K Avg, Training Provided

The Hollingsead Agencies

Houston, TX 77084

$75,000-$95,000/yr
Onsite

$75K-$95K Avg
This is a commission-based position with an average first-year commission of $75,000-$95,000
Salary: $75,000.00-$95,000.00 per year
Training Provided
Opportunity to learn from the best in our company
Receive mentorship from our executive leadership team
Great retirement plans and access to company benefits
Retirement Benefits
Weekday Shift
Willing to undergo a background check
Driver License
Authorized to work in the United States
Must be at least 18 years old
New, Posted 6 hours ago
Easy Apply
Customer Service Rep - Career Growth Available

Abercrombie & Fitch

Houston, TX 77056

OnsiteUrgently HiringFlexible Schedule

Merchandise Discount
Opportunities for Career Advancement
Opportunity to Become a Brand Affiliate
Training and Development
Flexible Schedule
New, Posted 1 day ago
Recommended
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Vice President of Sales – Financial Services

Fisher Investments

Houston, TX 77001

RemoteHealth InsurancePaid Time OffRetirement Benefit

This is a commission-first position with uncapped earning potential. Base pay starts at $175,000, moving to a fully commissioned role by the start of year 3. Monthly commission is a percentage of estimated first year's management fees.
You have the training and resources to experience success
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
5+ years experience working in financial services
Experience in high-volume phone activity and in-person meetings
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
New, Posted 13 hours ago
Easy Apply
Work From Home Sales Coordinator

HMG Careers

Houston, TX

RemoteChat NowHealth Insurance

First-year earnings are estimated at $67,000–$70,00, based on individual sales performance.
Commission and bonus compensation
Renewal commissions that can create long-term income
Stock-option opportunities
You will be provided with your leads, training, technology, and ongoing support.
Union membership, protections, and positions.
Leads provided
No traditional cold calling
Medical, dental, and prescription benefits
Comprehensive training and licensing support
We will help you understand the licensing process and identify an appropriate solution.
Flexible hours - not just 8-5.
Have basic computer skills
Are comfortable using Zoom
You must hold or be willing to obtain the life-insurance license required in your province or state.
Applicants must be legally authorized to work in Canada or the United States.
Have sales, customer-service, hospitality, recruiting, or other people-facing experience. This is helpful but not required.
New, Posted 12 hours ago
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Business Development Executive - Energy Services

Upchurch

Houston, TX 77001

New, Posted 1 day ago
Easy Apply
Vending Machine Field Service Technician

Manpower Group

Houston, TX 77092

OnsiteHealth InsurancePaid Time Off

Medical Insurance
Vacation and Sick time
Holiday Pay
Company vehicle will be provided
High School Diploma or GED required.
Experience troubleshooting 110V electrical systems and low-voltage controls; strong mechanical aptitude and pneumatic-system knowledge.
Valid driver's license
A clean, insurable driving record
Comfortable using mobile ticketing apps, Bluetooth lock apps, and basic spreadsheets/count forms.
Minimum 2 years of mechanical, electrical, vending, equipment-repair, or field-service experience preferred.
New, Posted 1 hour ago
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Business Analyst - (Remote)

Outlier

Houston, TX 77084

$15/hr
Remote

Up to USD $15 per hour, paid weekly
Earn up to USD $15 per hour
On average, contributors earn an additional 7.5% through Missions — Outlier's version of surge pricing. The top quartile boosts their earnings by an average of 11%.
Payments are processed weekly on Tuesdays, covering tasks completed during the previous pay period (Tuesday to Monday at midnight UTC), via PayPal, AirTM, or ACH transfer.
Rates vary based on expertise, skills assessment, location, project need, and other factors. For example, higher rates may be offered to PhDs. For non-core work, such as during initial project onboarding or project overtime phases, lower rates apply. Additional incentives data is based on payments made in the past six months and is updated quarterly. Certain projects offer incentive payments. Please review the payment terms for each project.
Free access to leading LLMs, worth $200+/month
Flexible, no minimum hours
Work flexibly from anywhere, anytime, with no minimum hours. Set your own schedule, whether that's five or 40+ hours per week.
A valid ID and mobile phone from your country of residence
An up-to-date resume that highlights your expertise
A LinkedIn profile showing your educational background and work experience
You must be authorized to work in your country of residence.
Fluent English speaker
Experience writing short, evidence-based explanations or reviews
Pursuing or holding a Bachelor's degree or above
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