- Citigroup (San Antonio, TX)
- The Wealth Service Escalation Specialist is considered a subject matter expert on investment and banking procedures and processes and will work on a team comprised ... partners, and clients, they handle escalated customer inquiries and ensures client requests/problem resolution is handled promptly and seamlessly. The Wealth Service… more
- Citigroup (San Antonio, TX)
- The NAM TTS CCB Client Onboarding Account Maintenance Specialist is an entry-level position responsible for providing operations support services, including but ... with the Operations - TTS Onboarding team. Additionally, the NAM TTS CCB Client Onboarding Account Maintenance Specialist serves as the liaison between… more
- Bank of America (San Antonio, TX)
- Wealth Management Specialist - NPD San Antonio, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/ San -Antonio/Wealth-Management- Specialist NPD\_25028456) **Job Description:** Merrill Wealth Management… more
- Bank of America (Dallas, TX)
- …programs in the technology market. Accountable for all aspects of the client relationship , including overall account strategy, field sales support, capturing ... Sr. Leasing Sales Specialist (Equipment Finance) Charlotte, North Carolina;New York, New...preferably with a large, regulated financial institution + Exceptional client management and relationship -deepening skills + In-depth… more
- WTW (Houston, TX)
- …involved on sales opportunities, potential of a tertiary role holding a more strategic client relationship depending on client . _Estimated size of book 10-25 ... quantify, mitigate, and transfer risk, taking advantage of our global capabilities, specialist industry experience, and unparalleled market know-how. The result is a… more
- Bank of America (San Antonio, TX)
- Investment Management Specialist San Antonio, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/ San -Antonio/Investment-Management- Specialist \_25030384-2) **Job Description:** Merrill Wealth Management is… more
- Microsoft Corporation (Dallas, TX)
- …we are shaping the future of business. As a Cloud & AI Acquisition Specialist you will be a solution sales expert within our mid-market sales organization working ... senior team members to explore business and emerging opportunities. + Seeks client feedback (both formal and informal) to identify and understand the drivers… more
- MUFG (Irving, TX)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of… more
- WTW (Houston, TX)
- …processes. + Provide support to managed accounts by partnering with Lead Relationship Managers. + Proactively analyze data to answer key questions for stakeholders, ... support the execution of sales activities such as contracting, client intake and questionnaires and proposal support, client...Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County… more
- ASM Research, An Accenture Federal Services Company (San Antonio, TX)
- …be executed in compliance with processing and program knowledge bases published by client . + May be asked to assist Systems Operations team with testing ServiceNow ... teleworking may be authorized. CSS must adhere to all company and client requirements according to the Telework Agreement. **Minimum Qualifications** + High School… more