- Citigroup (Dallas, TX)
- …with colleagues across the Citi network to leverage capabilities and share expertise. + Advocate for the client , negotiating on their behalf with members of the ... clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a… more
- Truist (Webster, TX)
- …services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Serve as an advocate for clients with the IRM ... Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Waystar (Austin, TX)
- …deep understanding of the client experience and developing proficiency on all client interface tools. + Identify and advocate for robust solutions to ... DO** + Hold a working knowledge of Waystar applications, and technologies, and client base. + Manage first level support for incoming customer inquiries and provide… more
- Bank of America (El Paso, TX)
- Merrill Market Client Relationship Manager Albuquerque, New Mexico;El Paso, Texas; Tucson, Arizona **To proceed with your application, you must be at least 18 years ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Albuquerque/Merrill-Market- Client -Relationship-Manager\_25023763) **Job Description:** Merrill Wealth Management is a leading… more
- Health Care Service Corporation (Richardson, TX)
- …will invest in your professional development. **Job Summary** The role of the Client Management Health Systems Lead is to retain and grow existing Luminare Health ... This individual will lead and mentor a team of client managers, providing guidance, support, and performance management that...clients and brokers, acting as a trusted advisor and advocate for their needs within Luminare Health. Identify and… more
- Ethos Veterinary Health (Houston, TX)
- Client Patient Coordinator, Surgery Department Are you ready...: + Make a meaningful impact by being an advocate for pets and their families. + Work alongside ... to join our surgery team at Gulf Coast Veterinary Specialists (GCVS) as a Client Patient Coordinator (CPC)! Gulf Coast Veterinary Specialists (GCVS) is a leader in… more
- Vanguard (Dallas, TX)
- Are you ready to help us redefine what exceptional client service looks like? Join our team of "crew" as a Client Service Excellence Center associate! About this ... Job: At Vanguard, we have a client -first mentality that we live and breathe every day...have to be a financial expert to be an advocate for our clients! This role at its core… more
- Ethos Veterinary Health (San Antonio, TX)
- Client Patient Coordinator, Emergency Are you seeking an...MVS: + Make a meaningful impact by being an advocate for pets and their families. + Work alongside ... emergency hospital, and we are currently seeking a full-time Client Patient Coordinator (CPC} to help us continue to...+ Swing Shifts (Exact shift TBD) Key Responsibilities/ Duties: Client Communication & Support + Greet clients and patients;… more
- Charles Schwab (Austin, TX)
- …For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and the independent advisors who serve them. **Personal ... is paramount to our success. Within this group, the ** Client Integration and Support Team** is responsible for onboarding...clients onto Schwab's Brokerage platform. As **Senior Systems Analyst, Client Integrations and Support** , you will serve a… more
- H&R Block (Wichita Falls, TX)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining...financial wellness needs. + Employee Assistance Program with Health Advocate . + Wellbeing program, BetterYou, to help you build… more