- WTW (Austin, TX)
- …producers and service teams who are responsible for the overall client relationship on a day-to-day basis + Collaborating with internal and external resources ... providing knowledge, leadership, insight, and direction to ensure that client 's expectations are met. The size and complexity of...applicants with arrest and conviction records. At WTW, we trust you to know your work and the people,… more
- Sedgwick (Bedford, TX)
- …and maintain client /3rd party relationships + Strengthen clients' brand & maintain trust between client and 3rd parties + Update customer database systems ... various buyback vehicle activities or reimbursement activities on behalf of the client , including but not limited to: mailing, calling, emailing and faxing… more
- Charles Schwab (Westlake, TX)
- …locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth ... investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The… more
- First Horizon Bank (Plano, TX)
- …location listed in job posting. Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a ... banking center management. **Essential Duties and Responsibilities** **Sales and service ** + Provide both teller and platform support as...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- Bank of America (San Antonio, TX)
- …and/or team Senior Business Manager to develop, implement, and monitor the teams client service model. **Skills:** + Account Management + Business Acumen + ... their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...to develop and prepare candidates to further develop and service the FA Teams client base. The… more
- Advatix, Inc. (Dallas, TX)
- …teams (eg, operations, product/ service development, and delivery) to ensure alignment between client needs and service offerings. + Act as the voice of the ... supply chain solutions, including Strategy & Operations Consulting and a larger service portfolio within GCG + Identify and develop opportunities for long-term… more
- Charles Schwab (San Antonio, TX)
- …job. **Preferred Qualifications:** + Ability to build strong relationships, engage and encourage trust , and deepen the client relationship by applying a focused ... role, you'll give clients financial guidance while forming lasting relationships built on trust , respect, and reaching a common goal. You'll also have the ability to… more
- Truist (Fort Worth, TX)
- …client new business/opportunity presentations and meetings. Delivering superior level of client service to retain clients. This includes: Anticipating ... adding to the collective expertise of the group, educating teammates, and improving service , processes, and systems. Will assist the wealth team members on the most… more
- Bank of America (Beaumont, TX)
- …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- First Horizon Bank (Houston, TX)
- …and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service , personalized advice, and proactive ... of business within the Bank. + Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options,… more