- The Hartford (San Antonio, TX)
- …accomplish theirs, too. Join our team as we help shape the future. The Construction Account Specialist (CAS) or Senior Construction Account Specialist ... analysis) and controls and provide underwriters and agents with direction to improve account conditions and reduce financial exposure + Work to understand the… more
- Edward Jones (Dallas, TX)
- …client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning ... products and services, and ongoing reporting and support. The Client Concierge Specialist will play a critical... experience + Deliver excellent service by proactively anticipating Financial Advisor and client needs and positively… more
- JPMorgan Chase (Plano, TX)
- …our offerings with the right pricing and positioning. As a B2B Payables Client Solution Specialist within the Commercial Bank's Payments Healthcare, Higher ... instrumental in designing and implementing complex solutions for our key client relationships and potential opportunities. Collaborating closely with our Sales team,… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a **International Client Service Specialist ** , you will service international (non-US residents) and domestic clients with all a full ... ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services...63 licenses required + 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services… more
- TEKsystems (Fort Worth, TX)
- …web portal. - Support clients and advisors with web portal navigation and account information updates - Assist clients and advisors with insurance product inquires - ... partners for problem-solving - Partner with Quality Management (QM) to resolve client concerns; involves speaking directly with clients to better understand the… more
- MUFG (Irving, TX)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...With a vision to be the world's most trusted financial group, it's part of our culture to put… more
- NTT America, Inc. (Austin, TX)
- …and thrive. **Your day at NTT DATA** As a Senior Collaboration Technology Sales Specialist at NTT DATA, you'll be an expert in your field, turning identified leads ... building strong relationships with both new and existing clients.As a Sales Specialist , you are also responsible for generating your own pipeline and opportunities… more
- Bank of America (San Antonio, TX)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to achieve the appropriate… more
- Bank of America (Fort Worth, TX)
- …The role acts as a central entry point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** * Identifies ... Listening *Decision Making *Emotional Intelligence *Result Orientation *Written Communications * Account Management *Adaptability * Client Experience Branding *Coaching… more
- Deloitte (Houston, TX)
- …Do As an IT Diligence Specialist Master, you will lead and deliver complex client engagements that help refine the client 's IT strategy with a focus on ... Mergers and Acquisitions IT Diligence Specialist Master Our Deloitte Strategy & Transactions team...stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and… more