- Edward Jones (Dallas, TX)
- …Jones + Provide ongoing proactive support through daily monitoring of the high-net-worth client accounts and coordinating with the Generations team to ensure ... products and services, and ongoing reporting and support. The Client Concierge Specialist will play a critical...Edward Jones offers a 401k retirement plan, and tax-advantaged accounts : health savings account , and flexible spending… more
- CIBC (TX)
- …paced Contact Center where you'll have meaningful client -focused conversations. As a Client Support Specialist , you'll be the first point of contact for ... digital banking needs. You'll deepen relationships by understanding the client 's needs and quickly resolving issues or problems. You'll...support for clients by helping them to manage their accounts and products. Connect and refer clients to the… 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 ... Experience, and Trading. You will analyze and respond to client issues related to account management, problem resolution, money transfers, account transfers,… more
- CityVet (Universal City, TX)
- …we're committed to creating an inclusive, welcoming environment for all. Now Hiring: Client Service Specialist Location: Universal City Texas Compensation: Up to ... flexible full-time opportunities Make Pet Care Your Purpose a Client Service Specialist (CSS), you'll be the...+ Competitive 401(k) with company match + Health Savings Account (HSA) options + Generous pet-care discounts + Opportunities… more
- Huntington National Bank (Austin, TX)
- …Summary: As part of Huntington Bank's Private Client Group, the Corporate Trust Client Service Specialist 1 provides first-class client support to one or ... with client contracts and other Huntington departments, provides client support for trust accounts , and monitors accounts to ensure objectives are being… more
- JPMorgan Chase (Plano, TX)
- …our offerings with the right pricing and positioning. As a B2B Payables Client Solution Specialist within the Commercial Bank's Payments Healthcare, Higher ... instrumental in designing and implementing complex solutions for our key client relationships and potential opportunities. Collaborating closely with our Sales team,… more
- Citigroup (San Antonio, TX)
- The NAM TTS CCB Client Onboarding Account Maintenance Specialist is an entry-level position responsible for providing operations support services, including ... coordination with the Operations - TTS Onboarding team. Additionally, the NAM TTS CCB Client Onboarding Account Maintenance Specialist serves as the liaison… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a **International Client Service Specialist ** , 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
- WTW (Dallas, TX)
- …all prospecting and account management initiatives related to surety and insurance client 's accounts with surety needs within in a small team environment. ... Together, we unlock potential. Learn more at wtwco.com . **Description** The Senior Surety Client Manager supports Producers and Account Executives in… more
- WTW (Dallas, TX)
- …all prospecting and account management initiatives related to surety and insurance client 's accounts with surety needs within in a small team environment. ... business performance. Together, we unlock potential. Learn more at wtwco.com . The Senior Surety Client Manager supports Producers and Account Executives in… more