- Citigroup (San Antonio, TX)
- The Team Client Services Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... timeliness of service provided will affect the effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management… more
- PNC (San Antonio, TX)
- …achieve their savings, investment, and retirement goals. As part of your support team , our Wealth Strategists collaborate with you to develop customized ... opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments you will be a...an investment and insurance book of business. Owns the client experience, efficiently handling sales and service ,… more
- Equitable (San Antonio, TX)
- Wealth Management Associate - Retirement Benefits Group -...can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and ... career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive...individuals who build and support our communities. Our specialized team , The Retirement Benefits Group (RBG), addresses the unique… more
- JPMorgan Chase (San Antonio, TX)
- … client needs, initiating trades in the capital markets, and completing service -oriented transaction + Document all client interactions and meeting all ... At JP Morgan Wealth Management, we have an enthusiasm for helping...helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and… more
- HUB International (San Antonio, TX)
- …+ Works closely with Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering to HUB's best practices and ... Executives managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting… more
- Bank of America (San Antonio, TX)
- …development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of… more
- Citigroup (San Antonio, TX)
- The Registered National Investor Center Support Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... of products and services + Directly responsible for providing timely responses to client service requests, received via email, Salesforce service tickets,… more
- HUB International (San Antonio, TX)
- …Executive to manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting ... client contact changes with Producer/Account Executive + Organizes client meetings with other team members +...education and experience is acceptable). + Experience in customer service / client facing role required + P&C License… more
- HUB International (San Antonio, TX)
- …+ Works closely with Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering to HUB Broker Standards + ... Executives managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting… more
- Paycom Online (San Antonio, TX)
- …the initial phase, providing a seamless transition and continuity of exceptional service . + Cultivates and nurtures existing client relationships for strong ... account profitability, and client satisfaction/loyalty. + Performs client presentations articulating the value proposition of software/solution/ service … more
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