• Account Onboarding / Transfer…

    TIAA (Frisco, TX)
    …concierge for daily email requests and inbound client calls; processing trust account onboarding , money movement, account maintenance and servicing, ... be extended based on company business needs. The Trust Specialist works on a centralized team and is accountable...daily email requests and inbound client calls; processing trust account onboarding , money movement, account … more
    TIAA (09/26/25)
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  • Tax Specialist

    ADP (El Paso, TX)
    …Person Counts, Results-Driven, - Social Responsibility.** **POSITION SUMMARY:** The Implementation Specialist Job Family acts as a consultant and project manager to ... Start Assist and Clarify to track order progress. After account is setup, a quality review is conducted to...ensure accuracy. Collaborates with FLT group to oversee the transfer of prior payroll balances from clients' former payroll… more
    ADP (10/03/25)
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