- Truist (Dallas, TX)
- …Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2. ... and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site...division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units,… more
- Truist (Dallas, TX)
- …Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience. 2. ... client interaction. 7. Continually provide responsive and personal service to our Wealth Clients. 8. Assist with special...division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units,… more
- Teleperformance USA (TX)
- **Category :** **Customer Service /Support** **About TP** **TP is a global, digital business services company. We deliver the most advanced, digitally powered ... **in supporting our communities, our** **clients, and the environment.** ** Benefits of working with TP include:** + **Paid Training**...want to go.** **Did you know that our Chief Client Officer started her career at TP as an… more
- Truist (Fort Worth, TX)
- …client new business/opportunity presentations and meetings. Delivering superior level of client service to retain clients. This includes: Anticipating ... and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site...division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units,… more
- WTW (Dallas, TX)
- …you will perform recurring plan administration services and work assignments for clients' defined benefit plans under the supervision of senior team members and ... members, routine and recurring plan administration tasks for clients' defined benefit plans, eg, benefit ...skills + Work experience that demonstrates strong technical and/or client service (management) skills + Passion for… more
- Charles Schwab (Austin, TX)
- …and reissuing payments, ACH recalls, TIN rejects and returned checks, and review defined benefit cash balance files for Morningstar. Your responsibilities will ... and communicating transactions to our business partners. + Ensure client requests are completed within required service ...the business. + Apply solid business judgment outside of defined procedures and make decisions based on client… more
- Truist (Houston, TX)
- …wide range of products and services. 10. Excellent oral, written, presentation and client service skills. 11. Demonstrated ability to lead multi-faceted ... Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service...division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units,… more
- Fifth Third Bank, NA (Houston, TX)
- …and trust services. Ensures delivery and execution of Private Bank experience and client service standards. Responsible and accountable for risk by openly ... proficiency in the utilization of consultative and advice driven sales; manages execution of client service standards to develop and retain lasting client … more
- Truist (Austin, 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...division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units,… more
- Burkhart (Austin, TX)
- …value to Burkhart clients by providing expert advice on dental Merchandise, Equipment and Service in a way that supports both client and Burkhart success. Your ... service sales volume by working closely with your Equipment Specialist and Service Technicians to nurture current client relationships, developing new and… more