- 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
- Baylor Scott & White Health (Fort Worth, TX)
- …negotiate, and collect patient financial responsibilities. This position helps with special projects, account maintenance , and reports. It serves as a mentor or ... cash deposits. + Conducts quality audits, provides help on special projects, account maintenance and reports. + Functions as a super-user, formal trainer, and… more
- Toyota (Plano, TX)
- …deposit back-office service provider in their execution of financial and account maintenance /processing transactions * Execute deposit servicing system spec ... well as Toyota Financial Savings Bank (TFSB) retail deposit account portfolio. This individual will develop analytical tools to...schools and more * Tax Advantaged Accounts (Health Savings Account , Health Care FSA, Dependent Care FSA) * Relocation… more
- Shuvel Digital (San Antonio, TX)
- …include, but are not limited to, completing wire transfers, assisting with account inquiries, performing general account maintenance , assisting with ... online and mobile banking questions or problems, conducting account closures, processing data entries, educating customers on self-service options, and other off… more
- System One (San Antonio, TX)
- …include, but are not limited to, completing wire transfers, assisting with account inquiries, performing general account maintenance , assisting with ... online and mobile banking questions or problems, conducting account closures, processing data entries, educating customers on self-service options, and other off… more
- Siemens (Dallas, TX)
- …Possessing a "Hunters" drive and motivation to win orders (this is not an account maintenance role) Willingness to travel 50% of the time including some ... Target and penetrate key accounts Manage opportunity pipeline Drive promotional activities Account Management & Support: Support Siemens sales account managers… more
- Shuvel Digital (San Antonio, TX)
- …include, but are not limited to, completing wire transfers, assisting with account inquiries, performing general account maintenance , assisting with ... online and mobile banking questions or problems, conducting account closures, processing data entries, educating customers on self-service options, and other off… more
- Kestra Financial (Plano, TX)
- …adheres to compliance standards. * Successfully partner with Broker Dealer for new account establishment, account maintenance , and compliance * Maintain CRM ... and post-meeting documentation. * Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including… more
- Allied Universal (Lufkin, TX)
- …staff. + Manage uniforms, equipment, supplies and vehicles utilized at the account (s), maintaining appropriate inventories and maintenance checklists. + Take a ... more. Allied Universal is looking to hire a Retail Account Manager. The Account Manager job is...operational goals; provide quality customer service. Maintains or oversees maintenance of weekly operating schedules and completion of payroll… more