• Escalation Specialist ( Financial

    TEKsystems (San Antonio, TX)
    …Escalations Team Skills complaint handling, complaint resolution, escalation calls, banking customer service , financial services , ms office suite Top Skills ... internal and external customers with inquiries and complaints regarding financial products and services . * Seek ways...in any of the locations. + Interviews: + The client is expecting to start interviews for Case Workers… more
    TEKsystems (09/03/25)
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  • Director Client Management - HNAS

    Highmark Health (Austin, TX)
    …SUMMARY** This job implements and administers strategic activities related to client retention, growth, and profitability of existing accounts within the assigned ... sales staff meet goals and standards. HNAS (Health Now Administrative Services ) offers flexible, cost-effective solutions for employee health benefits. HNAS is… more
    Highmark Health (07/17/25)
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  • Financial Services Oracle Business…

    IBM (Dallas, TX)
    …of Oracle products and services . * Domain knowledge for HR, Finance and Financial Services IBM is committed to creating a diverse environment and is proud ... identifying new business opportunities, working closely with our software vendor partner Oracle, building relationships with potential clients, and driving revenue… more
    IBM (07/15/25)
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  • Client Development Specialist - Dallas

    UNUM (Addison, TX)
    …to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout ... join Team Unum today! **General Summary:** General Summary The Client Development Specialists role is instrumental to the success...and sales support. This role will be a critical partner to the field including Core Reps, CM's, NCM's… more
    UNUM (09/04/25)
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  • TPO Client Escalation Senior Specialist

    PennyMac (Carrollton, TX)
    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production ... processes while directly responding to customer requests, and supporting divisional customer service objectives. The Senior Client Escalation Specialist will : +… more
    PennyMac (08/07/25)
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  • Merrill Financial Solutions Advisor:…

    Bank of America (Houston, TX)
    …(63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...client requests and makes introductions to appropriate internal service providers based on client needs and… more
    Bank of America (07/19/25)
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  • Senior Client Delivery Program Manager

    Iron Mountain (Austin, TX)
    …expert, sustainable solutions in records and information management, digital transformation services , data centers, asset lifecycle management, and fine art storage, ... handling, and logistics. We proudly partner every day with our 225,000 customers around the...contributions? If so, let's start the conversation. The Senior Client Delivery Program Manager, Digital Solution (DS) is responsible… more
    Iron Mountain (08/13/25)
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  • Territory Manager - Financial

    Enverus (Houston, TX)
    …ecosystem, from renewables, power and utilities, to oil and gas and financial institutions. Our solutions create more efficient production and distribution, capital ... tomorrow. Job Details We are currently seeking a Territory Manager to join our Financial Serivices sale team. This role offers the opportunity to join a rapidly… more
    Enverus (08/15/25)
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  • Wealth Strategist ( Financial Planner)

    City National Bank (Houston, TX)
    …a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic ... Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and...Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues… more
    City National Bank (08/07/25)
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  • Virtual Financial Advisor - PNC Investments

    PNC (TX)
    …Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. ... Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or… more
    PNC (09/04/25)
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