- Charles Schwab (Westlake, TX)
- …model and an outstanding work environment. We value partnership, integrity, exceptional client service , open communication, and adaptability to change. + ... income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a...environment + Strong verbal and written communication, listening, interpersonal, client service , networking and analytical skills +… more
- Capital One (Austin, TX)
- Senior Manager, Customer Trust & Field Security Specialist - Capital One Software (Remote) About the Role: We are seeking an experienced and detail-oriented ... & Transparency: Scale and build upon existing programs like the Customer Trust Center, providing customers with self- service access to relevant security,… more
- Regions Bank (Houston, TX)
- …the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to ... + May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers This position requires the tracking of… more
- Charles Schwab (Westlake, TX)
- …estate and tax planning, active investing, managed banking, and lending needs. As a ** Client Relationship Specialist (CRS)- Ultra High Net Worth** , you will ... this mission through demonstrating the ability to consistently handle service levels, client escalations and providing a...is a key component of our business strategy. **Our Client Relationship Specialist will pursue this mission… more
- WTW (Dallas, TX)
- …capabilities + Must be results oriented + Ability to provide superior customer service to the client and the sureties + Strong organizational skills ... unlock potential. Learn more at wtwco.com . **Description** The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account… more
- ADP (El Paso, TX)
- ADP is hiring a ** Client Support Specialist ** . + _Are...+ 3 - 5 years of experience working in client service /customer service environment or ... technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your...have a way with clients that builds rapport, establishes trust , and shines with professionalism. Over the phone and… more
- Charles Schwab (The Woodlands, TX)
- **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that ... for you. **What you have** **Required Qualifications:** + 1+ years of Client /Customer Service experience **Preferred Qualifications:** + Previous experience in… more
- Bank of America (San Antonio, TX)
- …to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and ... Wealth Management Specialist San Antonio, Texas **To proceed with your...execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation… more
- Lexitas Legal (Plano, TX)
- POSITION TITLE: Process Service Specialist LOCATION: This is a full-time, on-site position based at our Plano office located at 3700 West 15th Street, Suite ... Lexitas is seeking a highly organized and detail-driven Process Service Specialist to support the execution and...prompt, professional, and accurate responses to email inquiries and service requests. + Process client orders efficiently,… more
- AON (The Woodlands, TX)
- Aon Is Looking For A Customer Service Specialist As part of an industry-leading team, you will help empower results for our clients by delivering innovative and ... service for inbound calls, top-notch experience based on client parameters. + Provide outstanding inbound service ...policies. #LI-AM4 2566749 Aon Is Looking For A Customer Service Specialist As part of an industry-leading… more