- Health Care Service Corporation (Richardson, TX)
- …president and client managers to review renewal strategy Providing ongoing support , direction, and leadership to the entire Client Management team consistent ... to ensure a smooth and seamless transition. Personally providing client management support to key Luminare Health...Functioning as the key point of contact, providing consultative support , a high level of customer service ,… more
- Bank of America (Dallas, TX)
- …results focused and effective **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- Zions Bancorporation (Houston, TX)
- …will play a key part in supporting relationship managers, ensuring exceptional client service , and helping drive business growth through operational excellence ... client engagement. This role offers the opportunity to build meaningful client relationships, support commercial lending operations, and grow professionally… more
- Cayuse Holdings (Dallas, TX)
- …Responsibilities** + Service Coordination: + Receive and process incoming client requests for interpretation and translation services . + Assign qualified ... clarification of service expectations. + Provide responsive support , address client concerns, and troubleshoot ...+ 2+ years of experience in coordination, scheduling, or client services (language services preferred).… more
- Kestra Financial (San Antonio, TX)
- … Service Associate reports directly to the Financial Planner and manages the firm's client service operations, overseeing support staff and enhancing the ... Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play...trading, account transfers, and other operational tasks related to client accounts. Strategic Support & Business Growth… more
- JPMorgan Chase (Plano, TX)
- …with a focus on reviewing Data, reports, and creating presentations to support client service activities **Preferred qualifications, capabilities and ... environment. + Engage in strategic planning to align client services with organizational goals and ... service operations + Build and maintain strong client relationships to support long-term business success.… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update...competing priorities daily in pursuit of business objectives + Support client communications and social media marketing… more
- Bank of America (El Paso, TX)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive ... balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office… more
- Thrivent Financial (Brenham, TX)
- …greeting clients, handling mail and email, ordering supplies, and using Thrivent systems to support client relations and financial tasks. You'll play a key role ... practice of Thrivent Financial. We're looking for a licensed, service -driven professional to provide administrative support to...and keep inventory of stock updated + Execute the Client Service Model (CSM) through appointment scheduling.… more
- Ensono (Houston, TX)
- …nurture partnerships and alliances (eg, Dell, AWS, Microsoft, IBM) that support client transformation and growth. + Partner with Service Delivery Team (SDM) ... account teams. **Strategic Account Growth** + Drive profitable revenue growth within the client account, including expanding the portfolio of services beyond the… more