- 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 ... memos. + Maintain order information filing systems. + Provide knowledgeable customer support for assigned products and services. + Respond to customer inquiries via… more
- PNC (Dallas, TX)
- …they will service. This role will be client facing, as the Loan Support Consultant - Specialist will be communicating with clients via email, phone, etc. ... to contribute to the company's success. As a Loan Support Consultant - Specialist within PNC's Agency...(might need to work different hours based on their client 's needs. Must be Pro-Active. Ideal candidate will have… more
- Bank of America (Garland, TX)
- …has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist , Senior ... for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include… more
- 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 will ... for the Ultra High Net Worth team. Schwab will support you to achieve the Series 7 and 63/66,...is a key component of our business strategy. **Our Client Relationship Specialist will pursue this mission… more
- Truist (Dallas, TX)
- …up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is ... up as needed and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of … more
- S&P Global (Dallas, TX)
- …variety of S&P Global solutions. **Responsibilities and Impact** + Serve as primary client point-person to promote and support S&P Global data solutions; ... area **_Requirement:_** Mix of remote, office, and working on client site, based on specific client and...for our OEM partners in need of data to support their strategic business goals and initiatives, helping them… more
- WTW (Dallas, TX)
- …unlock potential. Learn more at **wtwco.com** . **Description** The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and ... account management initiatives related to surety and insurance client 's accounts with surety needs within in a small team environment. Note: Employment-based… more
- S&P Global (Dallas, TX)
- …Level (for internal use):** 08 **About the Role: EDM Product Technical Support ** **The Team:** EDM provides Enterprise Data Management solutions for banks, asset ... office. **Responsibilities and Impact:** Primary duties will be 2nd line support investigation, reproduction, and resolution of customer issues which includes but… more
- Bank OZK (The Colony, TX)
- …in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, ... for exceptional customer service. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues… more
- Truist (Dallas, TX)
- …as an Investment Support Specialist /Fiduciary Support Specialist ; trust, investment, banking or financial planning-related client service experience, ... States of America) **Please review the following job description:** Provides in-office client and advisor support interfacing with our affluent investment… more
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