- Bank OZK (Cedar Park, TX)
- …+ Bachelor's degree or commensurate work experience required + 1+ year retail client service and/or business development experience required + 1+ year business ... efforts. + Model and coach daily activities, including opportunity spotting/referrals, client relationship building, account opening, lending, outbound business… more
- Lincoln Financial (Austin, TX)
- …In this role you will manage a team and processes for their assigned client service area(s) of responsibility. You will ensure good customer relations are ... and efficient management * Provides more complex guidance to client service team members on customer inquiries...we're looking for** _Must-haves:_ 5+ Years of experience in Client Services that directly aligns with the… more
- Anderson Merchandisers (Plano, TX)
- …tax discrepancies that may arise during the billing process. + Coordinate with the client service team to ensure that proper documents are attached prior to ... including Dental and Vision * Telehealth * Health Savings Account * Accident Insurance * Critical Illness Insurance *...Assist with leading the A/R weekly meetings between the client service team and the A/R billing… more
- Deloitte (Austin, TX)
- …that are crucial to their deal investment hypothesis. You will leverage your client service skillset directly interacting with C-suite and private equity ... client relationship development, project management and engagement management, preferably in a client service setting + Ability to travel up to 20%, on… more
- Zions Bancorporation (Houston, TX)
- …while delivering exceptional customer service + Acting as the principal account and relationship manager for new and existing clients. + Managing ... underwriting experience and are eager to grow in a client -facing, relationship-driven environment. As a Relationship Manager ,...character and risk. + Cross-selling other bank products and services to meet client needs. + Supporting… more
- Covr Financial Technologies (Houston, TX)
- Case Manager , Life Insurance - Bilingual Cantonese REPORTS TO: Team Lead, Case Management DEPARTMENT: Insurance Operations FLSA STATUS: Exempt TRAVEL: None WORK ... the break room. We have a strong culture based on our core values: Client First, Integrity, Innovation, Collaboration, Fun! JOB SUMMARY: Our term case managers take… more
- CBRE (Dallas, TX)
- …role** The Project Manager provides consulting services for our financial services client account to help achieve the company's strategic business ... Project Manager -Retail Bank Refurbishment Financial Oversight Job ID 239640 Posted 25-Sep-2025 Service line PJM Segment Role type Full-time Areas of Interest… more
- PNC (Houston, TX)
- …deposit growth and retention which includes the onboarding journey for new client , supporting the portfolio and payments strategy and driving the marketing strategy ... developing and implementing enterprise-wide data-driven contact strategies to engage client segments or programs, driving conversion and improving overall marketing… more
- CDM Smith (Austin, TX)
- … client contact and liaison during project execution to deliver a legendary client experience to grow the account . * Identifying opportunities with existing ... Industrial Division is seeking to fill an exciting Project Manager position in our established and growing business with...clients, particularly by expanding service offerings. * Applying experience and innovation to solve… more
- Hoar Construction (Houston, TX)
- …provides project management experience to designated projects and assignments for a particular client account through interaction with the client , property ... and project management staff. Monitors and coordinates the execution of the various services and processes relating to client contracted agreements for project… more