- Charles Schwab (Westlake, TX)
- …us "challenge the status quo" and transform the finance industry together. As a Senior Client Relationship Specialist , you will have the opportunity to bring ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- Regions Bank (Austin, TX)
- …careers section of the system. **Job Description:** At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship ... for Commercial Banking clients for all servicing requests related to client relationship + Attends weekly scheduled meetings with Relationship Manager(s)… more
- Regions Bank (Dallas, TX)
- …the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an ... create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers and perform special projects as assigned This… more
- Wolters Kluwer (Austin, TX)
- …preferred; other candidates will be considered) **OVERVIEW** As an Account & Relationship Management Executive, you will manage a portfolio of national accounts in ... Skills: Strong analytical skills for tracking and adapting sales performance. + Relationship Building: Exceptional ability to build and maintain long-term client … more
- ADP (El Paso, TX)
- …Innovation, Each Person Counts, Results-Driven, - Social Responsibility.** **POSITION SUMMARY:** Client Service Specialist is responsible for developing and ... client contact for retirement plan services. The Client Service Specialist is responsible for communicating...client retention. Working knowledge of 401k, call center, relationship management or similar experience + Shows knowledge of… more
- Bank OZK (Austin, TX)
- …minimize errors and reduce fraud. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to ... serve as a role model for banking center team members and coach relationship -building activities. + Collaborate effectively with line of business partners to foster… more
- Xerox (San Antonio, TX)
- Client Retention Specialist **General Information** Press space or enter keys to toggle section visibility City San Antonio State/Province Texas Country United ... become a key player in reshaping how we connect with our clients. As a Client Retention Specialist , you'll be engaging with Xerox and prospective clients across… more
- Bank OZK (Houston, TX)
- …coaching conversations with leadership. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating ... issues to next level of authority, as needed. + Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning. + Actively promote teamwork, leading by example and taking initiative to assist… more
- First Horizon Bank (Houston, TX)
- …+ High school diploma or GED and 3 - 5 years experience in a Client Specialist position + 5+ years customer service experience in the banking industry ... document processing. **Responsibilities** + Provide Lending Support to Private Client and Commercial Relationship Managers + Review and Fund Loans + Assist with… more
- PNC (San Antonio, TX)
- …needed to be successful in this position. **Preferred Skills** Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, ... + Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. + Gathers required… more
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