- Charles Schwab (Westlake, TX)
- …estate and tax planning, active investing, managed banking, and lending needs. As a ** Client Relationship Specialist (CRS)- Ultra High Net Worth** , you ... our clients is a key component of our business strategy. **Our Client Relationship Specialist will pursue this mission through:** + Delivering unparalleled… more
- Charles Schwab (Plano, TX)
- …needs, Investor Services can help. To read more about our client offerings visit: Charles Schwab - Investor Services (https://www.aboutschwab.com/what-we-do) **What ... + Notary preferred + Minimum 12 months in a client service industry + Basic understanding of brokerage regulations...Basic understanding of brokerage regulations and rules that govern client accounts + Demonstrated experience handling client … more
- Regions Bank (Dallas, TX)
- …section of the system. **Job Description:** At Regions, the Treasury Management Relationship Support Specialist provides sales support to Treasury Management ... clients to identify, develop, and deliver quality solutions to aid the client in their day-to-day business needs. **Primary Responsibilities** + Partners with… more
- Bank OZK (Southlake, TX)
- …minimize errors and reduce fraud. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to ... serve as a role model for banking center team members and coach relationship -building activities. + Collaborate effectively with line of business partners to foster… more
- Bank OZK (Fort Worth, TX)
- …coaching conversations with leadership. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating ... issues to next level of authority, as needed. + Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning. + Actively promote teamwork, leading by example and taking initiative to assist… more
- Aston Carter (Coppell, TX)
- … Client Support SpecialistJob Description We are seeking a diligent and customer-focused Client Support Specialist to join our team. In this role, you will ... or technical departments for follow-up as needed. + Utilize a customer relationship application or database to record activities and research product information. +… more
- Truist (Dallas, TX)
- …Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the ... and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data...of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any… more
- Bank of America (Fort Worth, TX)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort Worth, Texas;Charlotte, North Carolina; Hunt Valley, Maryland; Lincoln, Rhode ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/Consumer-Investments Investment- Specialist -Trainee--Obtain-SIE-Series-7-66-\_25048233) **Job Description:** At Bank of America, we are… more
- Charles Schwab (Westlake, TX)
- …depth and value to Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client 's sophisticated needs in Tax, Trust, and ... and non-discretionary investment advisory solution providing clients with a personal relationship , specialized service and ongoing advice built on Schwab's approach… more
- PNC (Dallas, TX)
- …This role will be client facing, as the Loan Support Consultant - Specialist will be communicating with clients via email, phone, etc. Will be responsible for ... with Relationship Manager to interpret applicable loan terms with client . + Reviews transactions and related documents, including collateral and construction… more
- Citizens (Irving, TX)
- …platforms, and enterprise data platforms. + Understanding of PB client segmentation, relationship -tiering, and cross-business interactions. + Experience ... Description JOB DESCRIPTION The Principal Data Analytics & Intelligence Specialist - Private Banking will be responsible for leading and guiding complex data… more
- Truist (Dallas, TX)
- …in the role as an Investment Support Specialist /Fiduciary Support Specialist ; trust, investment, banking or financial planning-related client service ... of America) **Please review the following job description:** Provides in-office client and advisor support interfacing with our affluent investment clients and… more
- Arup (Dallas, TX)
- …strategy. * Strong communicator with professional presence, interpersonal finesse, and client relationship management experience. * Some experience in preparing ... market and client ambitions. We are seeking an External Communications Specialist to join our MCBD function. **The Opportunity** The External Communications … more
- Truist (Dallas, TX)
- … Specialist , trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2. Demonstrate an ... administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the… more
- Allied Universal (Dallas, TX)
- …and customers we serve. Allied Universal(R) is hiring a Corporate Security Specialist . The Corporate Security Specialist provides physical security coverage at ... assigned corporate office locations to ensure protection of client employees, visitors, property, and equipment. The Corporate Security Specialist provides a… more
- Bank of America (Plano, TX)
- …+ Has the ability to effectively balance performance, operational risk, and client relationship care. + Demonstrates a commitment to professional ethic ... Centralized Lending Specialist (Mortgage Loan Officer) - Bilingual Spanish Team...up to and including termination. **Responsibilities:** + Provides exceptional client care + Answers inbound calls and make outbound… more
- First Horizon Bank (Dallas, TX)
- …through Friday, 9:00am to 5:00PM **Summary** The Treasury Management (TM) Implementation Specialist is responsible for supporting a team of TM Sales Officers by ... for playing a key role and leading the end-to-end client implementation process including initial client training...and proposes solutions + Partner with Treasury Management Sales, Relationship team ( Relationship Managers (RMs), Customer … more
- Regions Bank (Dallas, TX)
- …the system. **Job Description:** At Regions, the International Banking Product Specialist develops and grows Regions' relationships and provides product expertise ... of international firms. The International team partners closely with our Relationship Management and Treasury teams to provide treasury and credit solutions… more
- Encore (Coppell, TX)
- …the best possible customer satisfaction. * Understands and fosters the hotel/ client relationship . _Training/Staff Development_ * Creates an atmosphere that ... **Position Overview** The Technical Specialist is responsible for the technical set up...in a hospitality environment, while ensuring the utmost in client satisfaction. This position reports to an Associate Director… more
- Deloitte (Dallas, TX)
- …looking for a role where you can establish a deep and long term relationship with your client while delivering ongoing support and enhancements for technology ... role ends on 1/30/2026 Work you'll do As a Specialist Master you will: + Manage client relationships with excellent written and oral communication + Coordinate… more