- Kestra Financial (Plano, TX)
- …preparing requisite paperwork, and post-meeting documentation. * Process, submit, and service all account paperwork/requests; follow through to completion ... The Client Service Associate reports to our Partners and Wealth...standards. * Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance *… more
- Sabre (Dallas, TX)
- …levels of involvement with client issues requiring resolution, including invoices, account receivables, service incidents. + Participate and continue activities ... and will be responsible for the creation of an Account Plan encompassing a short- and long-term strategy to...executive stakeholders to provide input and feedback around the Account Plan. + Share and articulate a customer facing… more
- TEKsystems (Addison, TX)
- Description The Patient Account Representative is responsible for delivering exceptional service to patients with inquiries related to billing. This role plays a ... with questions about charges, payment plans, insurance coverage, and account balances, while ensuring accurate, timely, and professional communication. Additional… more
- Kestra Financial (San Antonio, TX)
- …Management + Serve as the primary point of contact for clients regarding service requests, account maintenance, and problem resolution. + Ensure client inquiries ... Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational efficiency.… more
- Acosta Group (Lewisville, TX)
- …+ Partner with cross-functional team members (Senior Management, Field Operations, and Customer Service ) to meet all account needs and to manage the project ... **DESCRIPTION** The Client Account Manager in a 3PL Retail Merchandising and...are well prepared for and being met. The Client Account Manager servse as the direct contact to assigned… more
- Lincoln Financial (Austin, TX)
- …external service providers. + Support strategic asset realignment across General Account portfolios on service provider managed accounting systems and across ... enterprise policies. + Provides technical research on new and existing general account investments and implements oversight controls for service providers.… more
- IQVIA (Dallas, TX)
- …+ Implement proactive quality management plans across multiple projects/programs/customer account . Manage service performance and provide leadership to ... customer account . + Serve as Project Manager for single service DM projects, including financial tracking, revenue recognition, and invoicing. + Independently… more
- Principal Financial Group (Addison, TX)
- …time sensitive deadlines and maintain electronic client files. + Communicate new account statuses, resolve client service issues, and support financial ... years of related work experience in life insurance/broker-dealer or RIA operations: client service , account opening, account management, or operations. +… more
- Prime Therapeutics (Austin, TX)
- …work experience in health care industry or operations including 2 years of account or relationship management/client service delivery + 5 years of ... every decision we make. **Job Posting Title** Director of Service Delivery **Job Description** The Director Service ...of Service Delivery **Job Description** The Director Service Delivery is responsible for the strategic leadership and… more
- Guardian Life (Austin, TX)
- …outbound data connections + Work collaboratively with internal colleagues on the Advisory/Key Account Implementation and Account Service Management Teams as ... well as Enrollment & Billing teams to provide superior service You have + 1+ years of experience in...+ A strong technical aptitude and drive to create service solutions + A desire to work in a… more