- JPMorgan Chase (Plano, TX)
- …that may arise with the use of our complex treasury and cash management products and services . As a Client Service Senior Associate in the Commercial Bank, ... you will resolve client requests while working in partnership with ...customize solutions for clients + Actively participate in deal team meetings as new products and services … more
- Sedgwick (Irving, TX)
- …Fortune Best Workplaces in Financial Services & Insurance Vice President, Client Services We welcome candidates from any location; however, we encourage ... CA 91304 **Primary Purpose:** Serve as the leader for Client Services across a designated region in...internally and externally to unlock strategic partnerships and expand service capabilities. Client & Contract Management +… more
- JPMorgan Chase (Houston, TX)
- Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility ... or financial institution clients. As a Client Service Account Manager within the (X) team ,...by allowing them to effectively utilize Payments Products and Services . The Service organization acts as a… more
- Raymond James Financial, Inc. (Georgetown, TX)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages...team . + Provide a high level of customer service . Use appropriate interpersonal styles and communicate effectively, both… more
- Capgemini (Dallas, TX)
- Client Partner - Financial Services Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd like, where ... Services Global Business Unit is seeking a seasoned Client Partner to lead strategic growth and delivery for...unit objectives. * Target annual revenue growth exceeding $20M. ** Client Engagement** * Serve as a trusted advisor… more
- Bank of America (The Woodlands, TX)
- …MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client ...support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and… more
- Black Ink Business Services, LLC (Austin, TX)
- …teams and excel at operating independently in fast-paced environments. What You'll Do Client Services + Partner with clients across diverse industries to deliver ... high-quality service + Build and manage long-term client ...accountants and managers + Serve as a resource and advisor for team members and leadership What… more
- Bank of America (Frisco, TX)
- …and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities. **Specific ... a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to deliver a modern,… more
- Wells Fargo (Texarkana, TX)
- …and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues, ... . **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related...applicable **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- JPMorgan Chase (Austin, TX)
- …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... of products and applications including, but not limited to: Advisor Services , Wealth Planning & Advice, Goal...meetings + Serve as a liaison between the Financial Advisor team , branch management, compliance and various… more