- Wells Fargo (Texarkana, TX)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- HUB International (Austin, TX)
- …programs + Positive attitude toward client relations to provide exceptional, proactive client service + Ability to manage multiple tasks and maintain the ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Throughout our network of more than… more
- Citigroup (San Antonio, TX)
- The Registered National Investor Center Account Opening Associate is a Client Service and Sales support position, fully responsible for servicing and ... of products and services. + Directly responsible for providing timely responses to client service requests, received via telephone or email. + Provides… more
- Comerica (Dallas, TX)
- Job Description Treasury Management Sales Associate I The Treasury Management Sales Associate I (TMSA I) role will be involved with the sales and support of ... in this role requires the ability to provide a high level of customer service and satisfaction. Critical attributes in this role includes having high attention to… more
- Grant Thornton (Dallas, TX)
- …Partnership solution families, State and Local Tax, International Tax, and Private Wealth Service lines. ESSENTIAL DUTIES AND RESPONSIBILITIES + Reviewing data ... Tax Associate As a Tax Associate at...out other projects as assigned + Collaboratively working with client team members while building rapport and strong … more
- S&P Global (Dallas, TX)
- …all of our clients' needs are met by leveraging our industry expertise and product knowledge. Client Service is our #1 focus - we do what is necessary to ensure ... client satisfaction. The Service Delivery Management team...Enterprise Data and Project Management. **Responsibilities and Impact:** The Service Delivery Management Associate is an expert… more
- TIAA (Frisco, TX)
- …and quality improvements in processes and systems to positively impact bottom-line and/or client service . + Assist Portfolio Managers in reviewing and planning ... This role will contribute to the success of overall client management by leading the partnership with Wealth...and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development… more
- UMB Bank (Austin, TX)
- …execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be on executing lower volume ... + You will manage accounts with a focus on client experience, the governing instruments, fiduciary laws, and bank...+ You will manage unique assets held in Private Wealth accounts, including real estate, oil/gas, closely held, life… more
- NTT DATA North America (Westlake, TX)
- …management with a focus on straight through processing + Streamline and implement Client Service Request error conditions and notifications. + Data analytics and ... transition of interim needs + Drive process improvements to improve efficiency, quality, client and associate satisfaction + Uses analytical approach to problem… more
- UMB Bank (Austin, TX)
- …the decision to bring the entire mortgage process in-house. UMB's mortgage team has a wealth of knowledge due to it being comprised of many associates who have been ... clients through the loan application process. The Mortgage Loan Originator is with the client from the beginning of the loan approval to the closing of the loan.… more
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