- Thrivent Financial (Brenham, TX)
- …+ Receive, sort, and distribute daily mail/deliveries. + Update certain client documentation requirements, including compliance-related forms and notes regarding ... to our financial advisors and clients. This role involves managing client inquiries, supporting daily operations, and ensuring smooth communication across the… more
- US Bank (Irving, TX)
- …with the configuration of Apigee and Sterling File Gateway for prompt client onboarding. Draft documentation to improve operational processes including ... and discover what you excel at-all from Day One. **Job Description** The Client Connectivity Solutions Consultant is responsible for optimizing our client 's… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …and security information using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- Raymond James Financial, Inc. (San Antonio, TX)
- …+ For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission ... excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem… more
- Robert Half Office Team (San Antonio, TX)
- …liaise with carriers to guarantee timely issuance. * Verify the accuracy of client data and documentation , ensuring everything meets compliance standards. * ... Description We are looking for a skilled Client Services Coordinator to join our team on a contract basis in San Antonio, Texas. This position supports an individual… more
- Raymond James Financial, Inc. (Dallas, TX)
- …* For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented...the financial advisors and branch office. * Opens new client accounts, researches client and security information… more
- PNC (Dallas, TX)
- …+ Provides sales, service and execution support for new and ongoing client relationships. + Gathers required documentation . Prepares, reviews and verifies ... and have an opportunity to contribute to the company's success. As a Client Solution Specialist within PNC's Corporate Banking organization, you will be based in… more
- Public Consulting Group (Austin, TX)
- …Regional Teams, technical staff, and other internal stakeholders to ensure a seamless client experience. + Maintain shared internal documentation of client ... the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the day-to-day… more
- Terracon (Midland, TX)
- …document processes and systems to support control and availability of project and client documentation to local office/operations including tracking & routing of ... processes and systems to support control and availability of project and client documentation to local office/operations. **Project Delivery Support** + Assist… more
- Netsync Network Solutions (TX)
- …presentations. + Business writing skills to be used when creating proposals and client documentation . + Ability to initiate feedback, proactively build rapport, ... integration, and implementation of new hardware and software in moderate-to-complex client network environments with guidance, review, and QA from Consultant III's.… more