- Raymond James Financial, Inc. (El Paso, TX)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... With a high level of organization and accuracy, processes client financial transactions and financial ...team . + Provide a high level of customer service . **Education/Previous Experience** + High School Diploma or equivalent… more
- Charles Schwab (Austin, TX)
- …in the United States on a full-time basis without employer sponsorship.** As a financial services leader, The Charles Schwab Corporation, Inc. aims to be the ... and account integrations providing leading practices, and recommendations. + Experience in financial services + Degree or equivalent experience + Strong… more
- Sedgwick (Irving, TX)
- …National Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Dir Client Services - Workforce ... PURPOSE** : To determine account management strategies related to client service plans; to be responsible for...models; and to oversee the work of other local Client Services staff. **ESSENTIAL FUNCTIONS and RESPONSIBILITIES**… more
- Raymond James Financial, Inc. (Houston, TX)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... team environment to provide crucial support to the financial advisors and branch office. + Onboards new clients,...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
- JPMorgan Chase (Houston, TX)
- …portfolio of large corporate or financial institution clients. As a Client Service Account Manager within the (X) team , you will support a portfolio of ... large portfolio of clients? If so, come join our team as a Client Service ...by allowing them to effectively utilize Payments Products and Services . The Service organization acts as a… more
- AccentCare, Inc. (Waco, TX)
- …including interviewing, hiring, orienting, training, performance evaluations, and coaching. + Supervises client services to ensure client needs are ... Overview Client Manager / Personal Care Services Location:...to do your best work. You'll belong to a team that cares deeply for patients and each other; a… more
- Banfield Pet Hospital (Houston, TX)
- …analyze and solve problems. Translates problems into practical solutions. + Client service skills - Consistently ensures the team provides the client ... CLIENT SERVICE COORDINATOR This posting will... education and effective communication. Work in a fun team environment that offers a clear career path you… more
- Revel CPA (TX)
- …make key data-driven decisions that keep us delivering at our best. + Continuously Improving Team Efficiency and Client Services : Seeking ways to enhance ... Creating a clear vision and strategic objectives for the client delivery team , using EOS principles to...and help them grow in their roles. + Nurturing Client Relationships and Service Excellence: Maintaining high… more
- JPMorgan Chase (Plano, TX)
- …Bank. As a Client Service Leader within the JP Morgan Wealth Management Client Service Center team , you will play a pivotal role in our mission ... The JP Morgan Wealth Management Service Center Team : Our investment professionals...qualifications, capabilities, and skills** + 3 + years of financial services or brokerage experience + Strong… more
- Ethos Veterinary Health (Dallas, TX)
- …of Client Services employees, ensuring smooth workflows and optimal team performance. + Manage Client Service staff schedules, ensuring adequate ... we're excited to welcome a Veterinary Client Service Lead to our growing team . If...decided based on qualifications, competence, merit, and business need. Client Services , Client Service… more