- Bank of America (Dallas, TX)
- …fiduciary expertise to Private Bank client teams, focused on differentiating client service and expanding client relationships. Key responsibilities ... expertise and ensures assigned accounts are fulfilled to achieve client service standards + Prepares complex federal...Acts as a tax technical resource for Private Bank client teams **Skills** **:** + Account Management… more
- Bank of America (Stafford, TX)
- …Acumen * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management * ... in the lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or ATM. Key responsibilities… more
- Bank of America (Lake Worth, TX)
- …Acumen * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management * ... in the lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or ATM. Key responsibilities… more
- Bank of America (Prosper, TX)
- …Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + ... in the lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or ATM. Key responsibilities… more
- Terracon (Tyler, TX)
- …. Terracon's growth is due to our talented employee-owners exceeding expectations in client service and growing their careers with new and exciting opportunities ... **33113BR** ** Service Line:** Office Management/Administration **Office Name:** Tyler **Job...standards, internal controls, and within defined billing cycles or client deadlines, ensuring that all billing is internally approved… more
- PNC (Dallas, TX)
- …a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. PNC will not provide sponsorship for employment visas or participate ... position. **Job Description** + Identifies and sells AMG banking products and services to internal and external clients. Ensures compliance with current banking… more
- SCI Shared Resources, LLC (Weslaco, TX)
- …prospective client through the pre-planning process and selection of services and property that most appropriately meet their needs. Shows property and ... sales trainee, learn the industry, products, product finance / insurance options, services as well as use of Customer Relationship Management software and… more
- Maxwell Locke & Ritter (Round Rock, TX)
- …to do what's best for them, while providing exceptional client service + Cultivating an environment (https://youtu.be/LitFW4wfoUU?si=I8dxYyqatRlG1Xf4) that ... As a family office associate, you will provide financial services to ultra-high net-worth clients, including bill pay, payroll...as you will regularly communicate with our clients and client employees. This Round Rock-based role presents a unique… more
- Neuberger Berman (Dallas, TX)
- …plus + Excellent written and verbal communication skills; strong interpersonal and client service abilities + Detail-oriented, organized, and strong follow-up ... calls/video conferences + Prepare travel and expense reports + Support the client associate team with account maintenance tasks + Prepare subscription… more
- Royal Electric (Dallas, TX)
- …Royal Electric Company we provide expert electrical design, construction, and service with builders, contractors and facility owners who value relationships, trust, ... staff the estimating needs of the organization, taking into account the individual strengths of each team member and...and innovation at all levels Build Relationships with the Client : + Identify current and potential clients and implement… more