- Citigroup (San Antonio, TX)
- …the NAM TTS CCB Client Onboarding Account Maintenance Specialist serves as the liaison between operations staff, relationship managers, project ... The NAM TTS CCB Client Onboarding Account Maintenance Specialist...Specialist is an entry-level position responsible for providing operations support services, including but not limited to; record/documentation… more
- Charles Schwab (Westlake, TX)
- …to increased retirement and healthcare investment flexibility through PCRA and HSBA. As a ** Client Service Specialist ** in PCIS, you will deliver a wide range of ... external and internal clients and business partners including Service, Operations , Product, Client Experience, and Trading. You...Experience, and Trading. You will analyze and respond to client issues related to account management, problem… more
- The Hartford (San Antonio, TX)
- …accomplish theirs, too. Join our team as we help shape the future. The Construction Account Specialist (CAS) or Senior Construction Account Specialist ... services to construction clients is paramount. Job requires travel for client site surveys and/or agency meeting/presentations. Travel could involve car and… more
- Coinbase (Austin, TX)
- …collaboration, connection, and alignment. Attendance is expected and fully supported. As a Specialist , Prime Client Services you'll join a high performing team ... for Coinbase's institutional suite of products (Prime, Custody), providing premier client service and operations to our most valued institutional clients… more
- Edward Jones (Dallas, TX)
- …sets of Edward Jones products and services, and ongoing reporting and support. The Client Concierge Specialist will play a critical role in helping serve our ... center of the center.** Here at Edward Jones the client is our single focus and our relationships with...the measure of everything we do. And Service and Operations divisions are at the center of it all.… more
- BMO Financial Group (Irving, TX)
- …builds trust through expertise, responsive service and support. + Sends out client communications, transaction processes, and interfaces with operations partners ... for the resolution of non-performing and high risk accounts. + Sends out client communications, transaction processes, and interfaces with operations partners to… more
- Regions Bank (Dallas, TX)
- …section of the system. **Job Description:** At Regions, the Commercial Loan Fulfillment Specialist - CBG Operations will orchestrate the closing process for all ... formulation of plans to mitigate risks + Understands the client 's needs and identify opportunities to improve and resolve...and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life… more
- WTW (Houston, TX)
- …of Excellence to support the execution of sales activities such as contracting, client intake and questionnaires and proposal support, client satisfaction and ... within internal systems of record (such as Dynamics CRM) to ensure client leads, team members, segmentation, pipeline and activities are represented accurately +… more
- Coinbase (Austin, TX)
- …Attendance is expected and fully supported. As a Treasury & Banking Operations Analyst, you'll join a high-performing global team of payment professionals whose ... be doing (ie. job duties):* * Support day-to-day treasury and banking operations including funding bank accounts balance monitoring across all Coinbase legal… more
- NTT America, Inc. (Austin, TX)
- …and thrive. **Your day at NTT DATA** As a Senior Collaboration Technology Sales Specialist at NTT DATA, you'll be an expert in your field, turning identified leads ... building strong relationships with both new and existing clients.As a Sales Specialist , you are also responsible for generating your own pipeline and opportunities… more