- TIAA (Dallas, TX)
- …role is responsible for asset growth, applicable plan advice, referrals, voice of the client surveys and other goals ensuring a good client experience. In ... help identify product and investment needs. + Determine where client has a need and create or manage associated...+ Possess solid understanding of the organization's digital new account opening requirements and processes to assist clients through… more
- First Horizon Bank (Dallas, TX)
- …opening checking accounts, savings accounts, and provide all other deposit product services . + Identify client needs through consultative conversations and ... off" the processing of these applications to the appropriate associate . Client experience + Research and resolve...experience + Research and resolve problems and respond to client inquiries on account status. + Deliver… more
- Regions Bank (Houston, TX)
- …operational client needs including future opportunities and risks + Coordinates client service activities with other areas of the organization + Understands ... and growing Non-Interest Revenue. **Primary Responsibilities** + Provides exceptional service for client relationships, including following issues through… more
- Regions Bank (Houston, TX)
- …that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors ... the Advisor is responsible for retaining and providing advisory services and support to their existing client ...and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life… more
- Zurich NA (Austin, TX)
- …120 days prior to effective date. + Update required systems with details of broker / client visits and account status within specified time frame. + Serve as key ... Framework within delegated authority levels on highly complex assignments ensuring a high-level service to customers. In this role, you will partner with brokers and… more
- Terracon (Midland, TX)
- …of Compass to enhance the Client Experience. + Works directly with Terracon Client Service Managers and/or Client Service Specialists to incorporate ... delivery, quality, as well as maintain and update key client contacts associated with the account . +...is due to our talented employee-owners exceeding expectations in client service and growing their careers with… more
- Deloitte (Austin, TX)
- …presenting at conferences. A summary of the expectations is provided below: + Client Service : Advise client on leading practices and technology/industry ... technology & data platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends on 12/20/2025 Work you'll do… more
- The City of Houston (Houston, TX)
- …City's building portfolio. Since that time, GSD has evolved into a full service , client -centered department that provides a comprehensive suite of services ... reducing operating costs and improving client satisfaction. GSD is client -focused, customer-responsive, and is committed to customer service and excellence.… more
- WTW (Houston, TX)
- …engagements in a way that ensures profitable revenue for Willis Towers Watson, associate engagement and development and high client satisfaction + Think ... client contracting terms (eg scope of work, Master Services Agreements) + Be a positive role model of...: Medical (including prescription coverage), Dental, Vision, Health Savings Account , Commuter Account , Health Care and Dependent… more
- Lexitas Legal (Houston, TX)
- …support services , including court reporting, medical record retrieval, process service , and legal talent. Built on a foundation of trust, professionalism, and ... days remote. PAY RATE: $26.44-$28.84/hr Join a High-Growth Legal Services Leader ABOUT THE ROLE: Lexitas is seeking a...account portfolio. + Maintain HIPAA compliance in handling client records and documents. WHAT YOU'LL BRING: + Proven… more