- Bank of America (Austin, TX)
- Wealth Management Client Associate Austin, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Austin/Wealth-Management- Client - Associate \_25033498) **Job Description:** Merrill Wealth Management is… more
- JPMorgan Chase (San Antonio, TX)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client... account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports +… more
- Truist (Fort Worth, TX)
- …internal and bank leads. Use product and industry knowledge to identify existing client , account , and product attributes that present sales potential. 7. Provide ... client . These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks. 12.… more
- HUB International (Houston, TX)
- …the insurance community. **General Description (SUMMARY, Scope, Purpose):** The Personal Lines Account Associate is responsible for assisting Personal Lines ... accuracy + Sets- up and maintains new and renewal client files + Participates in the renewal preparation process,...including generating renewal updates on accounts specified by the Account Manager or Producer + Provides quality customer service… more
- Zions Bancorporation (League City, TX)
- …grow. We're seeking a dynamic, customer-focused professional to join our team as a ** Client Service Associate (Teller)** at our **South Shore Banking Center** in ... Utilize knowledge of available bank products and services to expand and increase client relationships. + Identify and address clients' needs by providing a variety… more
- Zions Bancorporation (Bacliff, TX)
- …a dynamic, customer-focused individual to join our team as a **Part-time Client Service Associate (Teller) - Trilingual (Spanish/Vietnamese/English)** at our ... Utilize knowledge of available bank products and services to expand and increase client relationships. + Identify and address clients' needs by providing a variety… more
- Zions Bancorporation (Irving, TX)
- …are looking for a dynamic, customer-focused individual to join our team as a ** Client Service Associate (Teller)** at our **North Irving Banking Center** in ... Utilize knowledge of available bank products and services to expand and increase client relationships. + Identify and address clients' needs by providing a variety… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a **International Client Service Associate ** , you will service international (non-US residents) and domestic clients with all a full ... trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal… more
- DXC Technology (Austin, TX)
- **Job Description:** **We are seeking a strategic and results-oriented Client Partner to lead our business development efforts in the IT professional services space, ... conversion rate. + Proposal Win Rate and contract awards. + Client Engagement and satisfaction within civilian agency accounts. **Additional Responsibilities:** +… more
- Ensono (Houston, TX)
- …for life. This role is responsible for driving profitable growth from the account by developing strategic client relationships and ensuring customer satisfaction ... grow and transform (eg, with the Dell, AWS, MSFT account managers for the client ) +...role-based, sales-incentive plan and an equity grant under our Associate Equity Appreciation Program. Ensono is an Equal Opportunity/Affirmative… more