- Charles Schwab (Dallas, TX)
- …meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and ... large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a… more
- PNC (Dallas, TX)
- …and have an opportunity to contribute to the company's success. As a Portfolio Analytics & Strategy Specialist within PNC's Technology organization, you will ... to develop and execute appropriate segmentation and targeting for acquisition and portfolio strategies to provide insight into portfolio risk. Manages… more
- Resideo (Irving, TX)
- Reporting to a Technical Support Supervisor, the Technical Support Specialist will act as a critical resource for Control4 customers in the custom ... in the smart and connected ecosystem. The Control4 Technical Support Specialist will handle technical inquiries, installation...service needs for Control4 in addition to a vast portfolio of 100+ brands and solutions, which requires commitment… more
- MD Anderson Cancer Center (Houston, TX)
- …research, donor prospect management, donor communications and stewardship activities. *Administrative Portfolio Support (20%) * Portfolio activity and ... Specialist . As an important member of the Philanthropy administrative support team, the Philanthropy Specialist provides high level administrative … more
- Cornerstone onDemand (Houston, TX)
- **Job Description:** The Advanced Technical Support Specialist delivers world-class, elite-level support experiences to our largest enterprise customers. In ... and ensuring these strategic clients achieve maximum value. The Specialist demonstrates exceptional trustworthiness, collaboration, accountability, respect, and innovation,… more
- Truist (Dallas, TX)
- …1. Entry Level / 1 - 3 years in the role as an Investment Support Specialist /Fiduciary Support Specialist ; trust, investment, banking or financial ... our affluent investment clients and centers of influence. Provide essential investment support in the daily investment portfolio administration for the Wealth… more
- Bank of America (San Antonio, TX)
- …all Merrill partners to deliver a full breadth solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct ... Wealth Management Specialist San Antonio, Texas **To proceed with your...144, Insurance, Wealth Management Workstation) Provide marketing and organizational support . Role is designed to allow employees to study… more
- Deluxe (Fort Worth, TX)
- …Follow us on LinkedIn (http://www.linkedin.com/company/deluxe/posts/?feedView=all) RESPONSIBILITIES: As a Sales Support Product Specialist , you will be the ... force. Your primary role will be to understand our portfolio in depth and ensure that the right products...with the marketing team to create necessary content + Support merchant level salespeople with solutioning using the optimal… more
- Republic Services (Robstown, TX)
- **POSITION SUMMARY:** The Lead Customer Support Specialist will be responsible for providing exceptional customer service and waste support to clients, ... assistance. + In-directly supervises junior staff members and provides advanced support to resolve complex issues and enhance customer satisfaction. + Establishes… more
- Affinius Capital (San Antonio, TX)
- …over $61 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides strategic equity and ... For more information, visit affiniuscapital.com. **Job Description** The Senior Applications Support Associate plays a critical role in supporting our real estate… more
