- Charles Schwab (Westlake, TX)
- …estate and tax planning, active investing, managed banking, and lending needs. As a ** Client Relationship Specialist (CRS)- Ultra High Net Worth** , you ... our clients is a key component of our business strategy. **Our Client Relationship Specialist will pursue this mission through:** + Delivering unparalleled… more
- Charles Schwab (Plano, TX)
- …needs, Investor Services can help. To read more about our client offerings visit: Charles Schwab - Investor Services (https://www.aboutschwab.com/what-we-do) **What ... + Notary preferred + Minimum 12 months in a client service industry + Basic understanding of brokerage regulations...Basic understanding of brokerage regulations and rules that govern client accounts + Demonstrated experience handling client … more
- Regions Bank (Dallas, TX)
- …section of the system. **Job Description:** At Regions, the Treasury Management Relationship Support Specialist provides sales support to Treasury Management ... clients to identify, develop, and deliver quality solutions to aid the client in their day-to-day business needs. **Primary Responsibilities** + Partners with… more
- Bank OZK (Southlake, TX)
- …minimize errors and reduce fraud. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to ... serve as a role model for banking center team members and coach relationship -building activities. + Collaborate effectively with line of business partners to foster… more
- Bank OZK (Fort Worth, TX)
- …coaching conversations with leadership. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating ... issues to next level of authority, as needed. + Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning. + Actively promote teamwork, leading by example and taking initiative to assist… more
- Aston Carter (Coppell, TX)
- … Client Support SpecialistJob Description We are seeking a diligent and customer-focused Client Support Specialist to join our team. In this role, you will ... or technical departments for follow-up as needed. + Utilize a customer relationship application or database to record activities and research product information. +… more
- Truist (Dallas, TX)
- …Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the ... and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data...of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any… more
- Bank of America (Fort Worth, TX)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort Worth, Texas;Charlotte, North Carolina; Hunt Valley, Maryland; Lincoln, Rhode ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/Consumer-Investments Investment- Specialist -Trainee--Obtain-SIE-Series-7-66-\_25048233) **Job Description:** At Bank of America, we are… more
- Charles Schwab (Westlake, TX)
- …depth and value to Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client 's sophisticated needs in Tax, Trust, and ... and non-discretionary investment advisory solution providing clients with a personal relationship , specialized service and ongoing advice built on Schwab's approach… more
- PNC (Dallas, TX)
- …This role will be client facing, as the Loan Support Consultant - Specialist will be communicating with clients via email, phone, etc. Will be responsible for ... with Relationship Manager to interpret applicable loan terms with client . + Reviews transactions and related documents, including collateral and construction… more