- Truist (Webster, TX)
- … that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and ... but is not limited to, the delivery of excellent client service behaviors, support of the Truist...a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2.… more
- CVS Health (Austin, TX)
- …and answering questions in a rapidly changing environment. + Experience reading client contracts and interpreting financial terms and schedules. + Ability ... with heart, each and every day. **Position Summary** As a Senior Analyst, Financial Operations - Performance Reporting, you will have responsibility for a full range… more
- Mass Markets (Dallas, TX)
- POSITION OVERVIEW FINANCIAL SERVICES REPRESENTATIVE (PART-TIME) We are hiring customer service representative to support inbound and outbound customer ... service projects for Finacial Services clients. We are seeking qualified professionals who will...document call resolution in appropriate systems + Strictly follow client process for handling financial issues and… more
- Bank of America (Fort Worth, TX)
- …level of proficiency with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult client ... integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives...industry + 2+ years of experience working in a client service capacity **Schedule:** + Tue-Sat 12:30pm-9pm… more
- Truist (Dallas, TX)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...investment, trust and fiduciary services , and insurance services ) in a manner that promotes client … more
- Regions Bank (Houston, TX)
- …more information. **Requirements** + Bachelor's degree and eight (8) years of financial services industry experience preferably in commercial or consumer ... and asset retention opportunities + Consistently acquires more complex client relationships and expands services to existing...School Diploma or GED and eleven (11) years of financial services industry experience preferably in commercial… more
- H&R Block (Abilene, TX)
- Our Company An Acquisition Bookkeeper is responsible for recording and reporting financial information related to an H&R Block client 's business activity. ... taxes, and other reports, as needed. + Perform payroll services as requested by the business client ...concerns and solutions related to the maintenance of the client 's financial records. + Participates in meetings… more
- Black Ink Business Services, LLC (Austin, TX)
- …We Are We are a full- service business operations firm that provides accounting, financial and consulting services to a diverse client portfolio. Our ... of the variation, we are committed to delivering high-quality financial services and support across the entire...client relations and providing ongoing support + Maintaining client financial reports and dashboards + Contributing… more
- Zions Bancorporation (Houston, TX)
- Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams ... aspects of factoring clients. Our group specializes in the financial service of factoring to enable companies...risk in the portfolio. + Responsible for reviewing the Client 's financial compliance, account audits and operational… more
- Regions Bank (Houston, TX)
- …Estate/Tax Law, Financial Planning or relevant experience including direct client interaction to deliver fiduciary services ( financial , tax, ... + Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors… more