- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX. Job Title: Operations Associate Job Type: Full-Time ... Operations associates are responsible for handling a myriad of operations, customer service , and administration duties. The person that best fits this role is… more
- JPMorgan Chase (Plano, TX)
- …to align operations with goals + Maintain accurate records and documentation + Support client service operations and enhance satisfaction + Adhere to service ... career with us. **Job summary** As a Loan Servicing Associate I within Lending Services, you manage a portfolio...skills** + Experience collaborating with cross-functional teams to enhance client service + Flexibility and adaptability in… more
- JPMorgan Chase (Plano, TX)
- …trusted relationships with MMBSI executive leadership team, as well as with Bankers, Client Service , Product Leadership (Core Cash, Card and Commerce Solutions) ... Market & Specialized Industries (MMBSI) Treasury Sales team serves the Commercial & Investment Banking Middle Market client segment targeting clients in the… more
- JPMorgan Chase (Plano, TX)
- …other Treasury Management functions, Implementations, Product, Risk and Controls, and/or Client Service . **Job Responsibilities** + Provide subject matter ... a team? You have found the right team. As a Treasury Services Support Associate within the Treasury Services organization, you will play a crucial role in promoting… more
- Maxwell Locke & Ritter (Austin, TX)
- …to do what's best for them, while providing exceptional client service + Cultivating an environment (https://youtu.be/LitFW4wfoUU?si=I8dxYyqatRlG1Xf4) that ... Transaction Advisory Associate (In-Person) Department: Transaction Advisory Services Location: Downtown...and help identify potential issues important to our clients' investment decisions. Professional writing skills and the ability to… more
- Affinius Capital (San Antonio, TX)
- …affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $62 billion in gross assets under management within a ... For more information, visit affiniuscapital.com. **Job Description** The Construction Management Associate -or- Senior Associate helps support the sourcing,… more
- Neuberger Berman (Dallas, TX)
- …calls/video conferences + Prepare travel and expense reports + Support the client associate team with account maintenance tasks + Prepare subscription ... plus + Excellent written and verbal communication skills; strong interpersonal and client service abilities + Detail-oriented, organized, and strong follow-up… more
- PNC (TX)
- …retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or executing ... education and visibility among branch staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve … more
- Regions Bank (Houston, TX)
- …operational client needs including future opportunities and risks + Coordinates client service activities with other areas of the organization + Understands ... and growing Non-Interest Revenue. **Primary Responsibilities** + Provides exceptional service for client relationships, including following issues through… more
- PNC (Fort Worth, TX)
- …retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or executing ... education and visibility among branch staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve … more
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