- Charles Schwab (Westlake, TX)
- …selected candidate for this role to work on site in the specified location(s)._ As a ** International Client Service Associate** , you will service ... bachelor's degree is preferred. + 2+ year of customer service experience, preferably in financial services...subjects via the phone. + Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… more
- HUB International (Houston, TX)
- …own entrepreneurial journey. You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction. Other ... Brokers, Wealth Managers, etc. + Generating and pursuing new client opportunities + Presenting our services and...package allows you to manage your health, wellness, and financial future. As a Private Client Producer,… more
- HUB International (Austin, TX)
- …for overseeing and optimizing the administrative functions that support our client services teams. This position ensures operational efficiency, compliance, ... high-performing teams. **Mission Statement:** We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement… more
- HUB International (Irving, TX)
- … Client Initiatives and Client Experience delivery across all HUB Financial Services (HFS) channels. They work with Producers ( Client ... domain of the Program Executive. **About HUB** : HUB Financial Services stands out as an industry...any performance concerns are identified. + Ensure that all Client Service needs are promptly and professionally… more
- Nuveen Investments (Frisco, TX)
- …company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our ... Provides international tax expertise and information-sharing services ...work at not-for-profits rely on our wide range of financial products and services to support and… more
- Raymond James Financial, Inc. (Austin, TX)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more
- Regions Bank (Dallas, TX)
- …products, services , and risk **Preferences** + Experience in the financial services industry + Knowledge of banking (lending/savings/transactional) and ... Regions' relationships and provides product expertise for a full suite of banking services to US-based subsidiaries of international firms. The International … more
- SHI (Austin, TX)
- **About Us** **Since 1989, SHI International Corp. has helped organizations change the world through technology. We've grown every year since, and today we're proud ... to be a $16 billion global provider of IT solutions and services .** **Over 17,000 organizations worldwide rely on SHI's concierge approach to help them solve what's… more
- Anywhere Real Estate (San Antonio, TX)
- ** Client Experience Specialist (licensed)** The ** Client Experience Specialist** is a service minded professional who manages all non-licensed and limited ... contract addendums and amendments. + Collaborate closely with agent services department, agents or other third parties to ensure...applicable systems while providing continuous updates to the agent, client and third parties. + Serve as all deal… more
- Cherry Bekaert (Spring, TX)
- … client service and business development initiatives. + Facilitate client understanding of international tax developments and implications. + Stay current ... **Description** As a Senior Manager in our International Tax Services Group (ITAX), you...professional growth, leadership development, and exposure to a diverse client base across industries such as technology, manufacturing, real… more