- Citigroup (San Antonio, TX)
- The NAM TTS CCB Client Onboarding Account Maintenance Specialist is responsible for providing operations support services, including but not limited to; ... of accounts in coordination with the TTS Onboarding team. Additionally, Client Onboarding Account Maintenance Analyst serves as the liaison between… more
- JPMorgan Chase (Dallas, TX)
- …that touch prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by ... and clients, including direct communication with clients regarding money transfers, account maintenance , portfolio review preparation and ad hoc requests,… more
- TIAA (Frisco, TX)
- …email requests and inbound client calls; processing trust account onboarding , money movement, account maintenance and servicing, and recordkeeping ... with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding... client calls; processing trust account onboarding , money movement, account maintenance … more
- Bank of America (Dallas, TX)
- …complex issues and escalations.** **Responsibilities:** **Performs onboarding and maintenance of accounts and reviewing required account documentation.** ... Account Management Ops Analyst - Private Bank Client Billing Dallas, Texas;Addison, Texas **To proceed with your application, you must be at least 18 years of… more
- Aerotek (Houston, TX)
- …a positive culture. We promote exclusively from within. **As a Contract Bilingual Onboarding Associate you will ** + Ensure client pre-employment requirements, ... onboarding are kept current and validated with Compliance departments. + Manage client requirements for the onboarding packet (eg, authorization forms, drug… more
- Allied Universal (Bellaire, TX)
- …staff. + Manage uniforms, equipment, supplies and vehicles utilized at the account (s), maintaining appropriate inventories and maintenance checklists. + Take a ... other perks, depending on the position and eligibility. **Job Description:** **Security Account Manager Retail** **Zip Code: 77027** **Pay Rate : $58,656.00 /… more
- Citigroup (Houston, TX)
- …and procedures as regards client onboarding , deal implementation, account opening and deal maintenance + Coordinate with Operations for transaction ... + Assist the client lifecycle strategy from acquisition through early client engagement implementation and maintenance of transactions + Assist with … more
- Principal Financial Group (Addison, TX)
- …of regional sales offices by building partnerships with our financial professionals, accurately onboarding new client accounts, managing account openings and ... to track multiple time sensitive deadlines and maintain electronic client files. + Communicate new account statuses,... relationships through regular follow-ups. + Assist with routine account or policy maintenance items for both… more
- Guidehouse (San Antonio, TX)
- …Oracle Health (Cerner) EHR for insurance verification, claims submission, payment processing, account follow-up, records maintenance , and compliance. + Develop a ... Revenue Cycle Management (RCM) professionals in support of our Military Health System client . These teammates will bring a vast range of experiences across RCM… more
- Xerox (Houston, TX)
- …tomorrow. Today, Xerox is continuing its legacy of innovation to deliver client -centric and digitally-driven technology solutions and meet the needs of today's ... + Complete work order requests generated through FAST + Process building maintenance work + Perform furniture movement, employee relocation assistance and in-house… more