- Cognizant (College Station, TX)
- **Assistant Vice President - Service Line Sales Specialist , Lending** **Leading at Cognizant** This is a Leadership role at Cognizant. We believe how you lead is ... **About the role** As a Assistant Vice President - Service Line Specialist , you will make an...and Financial Services team and work collaboratively with senior client executives, IOA cross functional teams, senior leadership within… more
- Truist (Dallas, TX)
- …Specialist , trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2. Demonstrate ... administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of… more
- UMB Bank (Plano, TX)
- As the **Treasury** ** Service Specialist ** will support and manage the day-to-day operations of the Commercial Bank servicing of treasury products, loans, and ... deliverables and due dates + Ensure TUCE through quality service and coordination of client needs with...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- SEI, Inc. Security (Houston, TX)
- …finance, HR or account management. + Remain dedicated to high quality customer service delivery and integrity through proven client and customer relationships. + ... Enterprise Sales Specialist -NEW Business Development-Houston Area (Sales-Houston) Houston, TX, United States of America $60,000.00 - $70,000.00 Back Apply Now Back… more
- Stantec (Houston, TX)
- …while solving some of the most dynamic energy business challenges supporting our client 's continued evolution and advancement. We are pushing the boundaries of clean ... energy and grid modernization with innovative thinking and premium consulting service delivery. We are delivering safe, reliable energy while supporting business… more
- Truist (Dallas, TX)
- …Support Specialist ; trust , investment, banking or financial planning-related client service experience, or equivalent outside experience. 2. Knowledge of ... client data for accuracy and timeliness and maintain appropriate documentation of client transactions. 3. Utilize various trust and investment systems to… more
- Charles Schwab (Westlake, TX)
- …operational workflows. We value integrity, open communication, strong market knowledge, and a passion for client service . If you want to work with a firm that is ... where you will maintain and grow your competencies: + ** Client Orientation** : Provide white glove service ...to connect with others in a way that fosters trust and creates collaborative relationships; Must be able to… more
- Charles Schwab (Westlake, TX)
- …environment. Key responsibilities may include: + Answer in-bound calls from Advisors, AS Service and Alliance representatives + Respond to client and service ... fit each advisor's needs. We pride ourselves in providing superior customer service while being detail-oriented. A successful Advisor Services Cost Basis … more
- IBM (Austin, TX)
- …experience** * Programming coursework or experience a plus. * Prior work experience in client sales or service . IBM is committed to creating a diverse ... improve lives all over the world. A Brand Technical Specialist role within IBM means you're providing clients with...clients to develop relationships, understand their needs, earn their trust and show them how IBM's industry leading solutions… more
- Charles Schwab (Austin, TX)
- …is to meet the needs of Retirement Plan Services by providing the best client service possible as it relates to the recordkeeping aspects of Defined ... **We are driven** by our purpose to champion every client 's goal with passion and integrity. **We respect** and...Contribution Retirement Plans. Specifically, a Sr Specialist within PAI is responsible for providing oversight of… more