• Client Service Specialist (Teller)

    Bank OZK (Dallas, TX)
    Client Service Specialist (Teller) + Job ID: 14256 + Functional Area: Retail/Community Banking + Position Type: Full-Time Regular + Experience Required: 1 - 3 ... taking initiative to assist others + Facilitate and process account transactions accurately and efficiently to minimize errors and...to minimize errors and reduce fraud + Open new accounts , as needed, and recommend new products and services… more
    Bank OZK (06/15/24)
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  • Client Accounts Specialist

    DLA Piper (Dallas, TX)
    …Legal Support Services and Accounting teams to provide effective, streamlined billing and client account services to billing attorneys of the firm. Edits, ... Other duties as assigned. Global Clients + Manages straightforward, less complex, global client account assignments. + Liaises with internal support teams to… more
    DLA Piper (07/07/24)
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  • Client Success Specialist

    CSC ServiceWorks (Dallas, TX)
    …to existing Client inquiries in assigned Book of Business. + Conduct client account performance reviews and analyses virtually. + Utilize digital tools to ... fulfilling career. Overview **Position Summary:** Primary responsibility for providing existing client support, managing assigned Book of Business accounts more
    CSC ServiceWorks (07/03/24)
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  • Client Care Servicing Specialist

    Truist (Arlington, TX)
    …to utilize all available tools and resources to curate a differentiated client experience, track all unresolved issues accurately, to ensure timely follow up ... and resolution. Servicing specialists act as client advocates to track client complaints and...life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts , and a 401k plan to teammates. Teammates also… more
    Truist (06/25/24)
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  • SBA Closing Specialist

    Regions Bank (Dallas, TX)
    …This includes working directly with and leading the coordination of SBA client borrowers, SBA Specialist , Assistants, internal staff, closing attorney firm, ... the system. **Job Description:** At Regions, the SBA Closing Specialist is responsible for managing the loan processing/closing process,...and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life… more
    Regions Bank (07/11/24)
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  • Real Estate Corporate Banking Credit Products…

    Regions Bank (Dallas, TX)
    …the system. **Job Description:** At Regions, the Credit Products Real Estate Product Specialist is a client -facing role, partnering directly with coverage on the ... strategies to deliver credit solutions that can best meet client needs and identifies actionable ideas that can help...providing them with secured and unsecured loan commitments. The specialist will inherit an existing portfolio of secured and… more
    Regions Bank (06/15/24)
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  • Accounts Receivable Specialist

    Randstad US (Addison, TX)
    …I am seeking a skilled individual to join my client 's team as an Accounts Receivable Specialist . In this role, you will be responsible for generating and ... accounts receivable specialist . + addison ,... accounts receivable specialist . + addison , texas + posted june...clients and the success of our organization. As an Accounts Receivable Specialist , you will also be… more
    Randstad US (06/26/24)
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  • Credentialing / Data Entry Specialist

    Kelly Services (Richardson, TX)
    Kelly(R) is seeking a **Credentialing Specialist ** for a premier client in Richardson, TX. This position offers a competitive pay rate of $17.00 per hour and an ... excellent long term, on-site position. As a Credentialing Specialist , you will gain valuable experience in data entry...paid holidays per benefit year), and a transit spending account . In addition, employees are entitled to earn paid… more
    Kelly Services (07/17/24)
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  • Account Specialist Manager

    AON (Dallas, TX)
    Account Specialist Manager Do you want to...Specialist Manager, you will report to the regional Client Service Delivery Leader, with a dotted line to the ... You are responsible for leading talent development for the Account Specialist population. Through leadership, role modeling,... Account Portfolio and clearly identifies individual AS account load metrics, including number of accounts ,… more
    AON (06/01/24)
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  • Account Specialist

    NCR Atleos (Frisco, TX)
    …for financial institutions and retailers across the globe. **Job Title** : Account Specialist **Location:** Frisco, TX (hybrid) **Position Summary** The ... Account Specialist role is responsible for the overall health and...communicate with various internal departments, facilitate additional sales, perform account reviews, collect accounts receivable, communicate new… more
    NCR Atleos (06/20/24)
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  • Account Resolution Specialist

    BMO Financial Group (Irving, TX)
    BMO's Transportation Finance Collections team is seeking a motivated and skilled Account Resolution Specialist , who is a proven problem solver, strong ... loss mitigation processes/procedures for the resolution of non-performing and high risk accounts . + Sends out client communications, transaction processes, and… more
    BMO Financial Group (07/12/24)
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  • Home Lending Account Specialist I

    JPMorgan Chase (Plano, TX)
    …customers get access to experts who can further help if needed. As a Home Lending Account Specialist on the Customer Service Team, you will be the primary point ... Home Lending Account Specialists deliver exceptional service by handling incoming...calls from customers who are inquiring about their mortgage accounts . As the primary point of contact, you will… more
    JPMorgan Chase (06/24/24)
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  • Specialized Account Services Sr.…

    S&P Global (Dallas, TX)
    …loan market, and Software as a Service (SAAS) technology. + As a Specialized Account Specialist , you are expected to support our clients and the business ... Team. S&P's WSO (Wall Street Office) provides real-time access to our client 's portfolio and reporting insights for active asset management and deal administration,… more
    S&P Global (07/05/24)
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  • Client Success Analyst

    S&P Global (Dallas, TX)
    …also develop skills which will prepare you for relationship management, sales or product specialist roles. * Monitor all client inbound requests via our case ... **Grade Level (for internal use):** 07 **About the Role:** **The Team:** The Client Success team is composed of global experienced professionals. The buyside and… more
    S&P Global (07/16/24)
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  • Specialized Account Services Sr. Analysts/…

    S&P Global (Dallas, TX)
    …Team. S&P's WSO (Wall Street Office) provides real-time access to our client 's portfolio and reporting insights for active asset management and deal administration, ... manner + Proven record of maintaining strong relationships with senior members of client organizations, addressing their needs, and maintaining a high level of … more
    S&P Global (07/12/24)
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  • Treasury Product Sales Specialist

    Bank of America (Dallas, TX)
    …by Technology. **Job Description:** Lead product expert supporting Global Payment Solutions client sales engagements and account management activities by closing ... Payment Solutions client base. As a GPS Payment Sales Solutions Specialist , the candidate will have experience working within a highly matrixed organization,… more
    Bank of America (07/03/24)
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  • Security Sales Specialist Manager

    Microsoft Corporation (Dallas, TX)
    …and track new opportunities. Leverages stakeholders (eg, Customer Success team unit, account -aligned team unit, Specialist Team Unit, One Commercial Partner ... As a **Security Sales Specialist Manager -** you will recruit, hire and...and deliver business value. May lead partner integration into account /territory planning and customer engagements. + Leads their teams… more
    Microsoft Corporation (07/11/24)
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  • Retirement Plan Specialist

    HUB International (Dallas, TX)
    …the existing client . This can be accomplished by growing the client 's retirement plans by increasing participation, maximizing account contributions, and ... for a motivated individual to join our Retirement Plan Specialist ("RPS") Team. The RPS role acts as a...("RPS") Team. The RPS role acts as a personable account manager to clients, while finding opportunities to grow… more
    HUB International (07/13/24)
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  • Bill Pay Specialist

    Matter Family Office (Dallas, TX)
    …+ Communicate with clients and Matter teammates + Keep an accurate record of client accounts and outstanding balances + Monitoring cash balances + Securely ... Denver, and Dallas. Job Description As a Bill Pay Specialist , you are a top-notch process manager. You work...a top-notch process manager. You work alongside clients and client teams, maintaining excellent communication among team members and… more
    Matter Family Office (05/02/24)
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  • Consumer Investments - Investment…

    Bank of America (Fort Worth, TX)
    …*Decision Making *Emotional Intelligence *Result Orientation *Written Communications * Account Management *Adaptability * Client Experience Branding *Coaching ... Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort...career. Job expectations include managing products, trading in self-directed accounts , and maintaining knowledge on chat functionality and a… more
    Bank of America (05/15/24)
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