- Citigroup (San Antonio, TX)
- The NAM TTS CCB Client Onboarding Account Maintenance Specialist is an entry-level position responsible for providing operations support services, including but ... to; record/documentation maintenance , storage & retrieval of records, account maintenance , imaging and the maintenance of accounts in coordination… more
- First Horizon Bank (Dallas, TX)
- …such as swing lines and letters of credit (L/C) + Knowledge of servicing account maintenance + An understanding of General Ledger and reconciling functions + ... application of all payments and settlement across lender banks. The account manager performs all maintenance over the life of the loan, to include advances,… more
- The Hartford (Houston, TX)
- …of the company + Careful adherence to compliance standards and excellent maintenance of account files, underwriting documentation + Participation in projects, ... Account Manager - OA09HN We're determined to make...GA) 3 days a week (Tuesday through Thursday). The Account Manager, as part of Global Specialty Operations, will… more
- The Hartford (Frisco, TX)
- …of the company * Careful adherence to compliance standards and excellent maintenance of account files, underwriting documentation * Participation in projects, ... Account Manager - OA09HN We're determined to make...center) who can support West Coast business hours. The Account Manager, as part of Global Specialty Operations, will… more
- Compass Group, North America (College Station, TX)
- …those programs required to manage the unit they are assigned. + Trains account personnel in proper maintenance techniques, procedures, and all safety procedures. ... SSC Position Title: Maintenance Operations Manager SSC Services for Education is...Performs all functions a manager performs in operating an account . + Operates, implements, and develops QA programs, CMMS,… more
- Citigroup (San Antonio, TX)
- …with transparency. **Qualifications:** + 5-8 years of experience in documentation review, account Maintenance and related Cash products preferred. + Good ... issues. + Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service… more
- Quanta Services (Houston, TX)
- …updates to bank account signers, administration of bank portal users, account maintenance , transaction inquiries, issuance of bank letters and cashier's ... regulatory requirements. + Retrieve and download weekly balances, monthly bank statements, account analysis statements and fees from bank portals and upload to… more
- Principal Financial Group (Addison, TX)
- …support financial professional-client relationships through regular follow-ups. + Assist with routine account or policy maintenance items for both new and ... with our financial professionals, accurately onboarding new client accounts, managing account openings and asset movement requests with broker-dealer, and serving as… more
- JPMorgan Chase (Dallas, TX)
- …to resolve tax issues + Knowledge of internal procedures involving distributions, account maintenance , account opening/closing, Investment Systems and Annual ... skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration + Work with Tax Officers and trust counsel… more
- Wells Fargo (Austin, TX)
- …knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance , account opening and closing, Know Your ... Client (KYC) requirements, annual account reviews, and management of overdrafts + Identify and...expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements… more