- Citigroup (San Antonio, TX)
- …Management can provide strategies to help them meet their goals. As an Investment Account Support Specialist SAFE Act within Citi Wealth Investment Services, you ... will be responsible for handling end-to- end brokerage account servicing and trading requests for high-net-worth clients in...Business Partners, Relationship Manager, etc.) + Anticipate the complex financial needs of the client and educate… more
- Xerox (San Antonio, TX)
- Client Retention Specialist **General Information** Press space or enter keys to toggle section visibility City San Antonio State/Province Texas Country United ... reshaping how we connect with our clients. As a Client Retention Specialist , you'll be engaging with...account success while cultivating profitable relationships. + Proactive Client Engagement: Initiate impactful cold calls to expand … more
- Wolters Kluwer (Houston, TX)
- **Senior Customer Service Technical Specialist ( Account Manager-CSAM) - Hybrid USA R0051179 |** Enablon EHS - North America | Wolters Kluwer **Position ... Summary:** As a **Senior Customer Service Technical Specialist ( Account Manager-CSAM** **)** , you will play a critical role in owning the post-deployment… more
- CH Robinson (Plano, TX)
- …late spring/summer of 2026 and is designed for junior year undergrad students.** **Customer Account Specialist Intern** Are you ready to launch your career in ... account management? Join us as a Customer Account Specialist intern at CH Robinson, where...business growth, and delivering exceptional service to our diverse client base. Throughout the program, you will gain real-world… more
- JPMorgan Chase (Houston, TX)
- …Lending team and put your exceptional knowledge and understanding to the test. As an Account Specialist II in Auto Finance, you will work with applicants to ... and ability to exercise independent judgment + 2+ years client /customer service/call center experience **Preferred qualifications, capabilities and skills:** +… more
- Intuit (Texas City, TX)
- …being innovative, bold and customer-obsessed. We are looking for a passionate Corporate Account Executive to join us in our mission of powering prosperity around the ... partners and internal stakeholders. If you love building key client relationships through products that make a difference, you're...**What you'll bring** + 3+ years experience as an Account Manager or Account Executive; SaaS or… more
- Bank OZK (Round Rock, TX)
- …relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing ... financial transactions. Promote a positive, helpful, and friendly team...regarding customer conversations and interactions. + Facilitate and process account transactions accurately and efficiently to minimize errors and… more
- Discover (Houston, TX)
- …the day-to-day role to management. **How You'll Do It** + Regularly engages client financial institutions (in-person, via phone and email) and prospective ... maintain and grow market share and contribute toward the achievement of company's financial performance + Maintains client financial institution contact… 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
- 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