- Truist (Austin, TX)
- …monies assigned. Deliver superior quality service , identifying and understanding the client 's financial needs. Cross-trained to support sales and service ... account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of...2. Two years of teller or cash handling or client service experience 3. Six months of… more
- AON (The Woodlands, TX)
- …response review, insurance carrier negotiations, stewardship report preparation, benchmark analysis, client financial analysis and reporting and carrier contract ... response review, insurance carrier negotiations, stewardship report preparation, benchmark analysis, client financial analysis and reporting and carrier contract… more
- HUB International (Irving, TX)
- … Client Initiatives and Client Experience delivery across all HUB Financial Services (HFS) channels. They work with Producers ( Client ... domain of the Program Executive. **About HUB** : HUB Financial Services stands out as an industry...any performance concerns are identified. + Ensure that all Client Service needs are promptly and professionally… more
- First Horizon Bank (Dallas, TX)
- …the bank's products and services . This role emphasizes deepening client relationships through excellent service , personalized advice, and proactive sales ... by Talent Acquisition **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and… more
- Ethos Veterinary Health (Dallas, TX)
- …All employment is decided based on qualifications, competence, merit, and business need. Client Services , Client Service Representative, Receptionist, ... Veterinary Client Service Lead Are you a...at each location. + Oversee the daily functions of Client Services employees, ensuring smooth workflows and… more
- Revel CPA (TX)
- …and other financial adjustments for accounts to maintain accurate and up-to-date client financial records. + Delivering Client Insights and Reporting: ... to clients and team members on these systems as needed. + Ensuring Exceptional Client Service : Respond promptly to client inquiries, assist with technical… more
- Kestra Financial (Bellaire, TX)
- …66 preferred * Texas Insurance License ideal * 3 years or more experience in financial services * Excellent written and oral communication skills * Ability to ... We are an independent financial planning firm in Bellaire, Texas. The successful...prioritize tasks and meet deadlines * Strong client service orientation * Outgoing, friendly personality… more
- Banc of California (Austin, TX)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... account into Portfolio Management. + Ensure loans are performing by tracking financial performance of client operations. + Perform financialstatement analysis to… more
- ARAMARK (Dallas, TX)
- …unit activities related to food service , including Aramark Healthcare+ and client financial accountability, and compliance with the standards established by ... Aramark Healthcare+, regulatory agencies and client . Leads food service departments. Establishes and...experience * Healthcare experience preferred * Strong communication skills, financial acumen and Microsoft Office skills * Ability to… more
- Truist (Houston, TX)
- …**Please review the following job description:** Responsible for providing an industry leading client service experience both in person and on the phone through ... the development and expansion of new and existing client relationships. Provides financial solutions that meet...service lines. 2. Contributes to meeting or exceeding client service as well as individual and… more