- JPMorgan Chase (Houston, TX)
- …(eg, invitations, venue oversight, agendas, gift distribution, etc.) + Oversee client account maintenance needs (order new check books, support clients with ... calendar management, sending mail + Follow up on internal document processing (eg, account opening, money movement, wires) to provide status updates to the team and… more
- Coinbase (Austin, TX)
- …the platform. * Navigate and execute complex workflows, including analytics, account maintenance , client management, incident and escalation management, billing, ... high-touch client support. * Collaborate with internal teams, including Sales, Account Management, Program Management, Engineering, and Product, to resolve issues,… more
- Woodforest National Bank (The Woodlands, TX)
- …with clients, RJ (Raymond James) , and third-party custodians to ensure optimal client account maintenance and support. . Manage the production and processing of ... all client account documentation. . Manage a client review process to ensure ongoing client meetings and continued implementation of client investment strategies. .… more
- Bank of America (Fort Worth, TX)
- …service delivery by answering client questions, resolving problems, providing appropriate account maintenance , and looking for opportunities to deepen ... Client Solutions Advisory + Data Collection and Entry + Problem Solving + Account Management + Analytical Thinking + Client Experience Branding + Fraud Management… more
- Adecco US, Inc. (Arlington, TX)
- …customers payments through electronic draft, if applicable. + Process account maintenance transactions according to established guidelines ... assist delinquent customer. + Document all collection efforts for each assigned account in accordance with established procedures, which may include using action and… more
- Kestra Financial (San Antonio, TX)
- …Serve as the primary point of contact for clients regarding service requests, account maintenance , and problem resolution. + Ensure client inquiries and service ... and record-keeping meet compliance and regulatory standards. + Oversee trading, account transfers, and other operational tasks related to client accounts. Strategic… more
- Classic Bank NA (Liberty Hill, TX)
- …with fraud disputes, helping customers with online and mobile banking and various other account maintenance requests. + Timely clears any account exceptions ... + Performs bank teller functions including cashing checks, making deposits and withdrawals, accepting loan payments, processing night drop and mail deposits, handling commercial currency exchanges and issuing cashier's checks, money orders and temporary checks… more
- Bank of America (Austin, TX)
- …laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance , and Digital Assisted Shopping + Manages client ... + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory… more
- Woodforest National Bank (Longview, TX)
- …services beneficial to customers. * Processing transactions, opening accounts, and performing account maintenance . * Handling branch servicing duties such as ... vault balancing, cash ordering, and maintenance of automated teller machines. * Employing problem solving skills to address customer inquiries and/or concerns in a… more
- Woodforest National Bank (Houston, TX)
- …services beneficial to customers. * Processing transactions, opening accounts, and performing account maintenance . * Handling branch servicing duties such as ... vault balancing, cash ordering, and maintenance of automated teller machines. * Employing problem solving skills to address customer inquiries and/or concerns in a… more