- Charles Schwab (Westlake, TX)
- …and Trading (ACT) is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We have built our business on ... needs, and work side by side providing them the support to help them manage their firm and meet...while being detail-oriented. A successful Advisor Services Cost Basis Specialist loves to learn and excels in a fast-paced,… more
- Charles Schwab (Westlake, TX)
- …organization, the Business Accommodation Team is responsible for supporting complex client retention and acquisition in the Retail Business through retail business ... designed and executed smoothly. The SPWS Custom Reporting Team will broadly support the adoption and customization of class leading consolidated reporting software,… 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 ... memos. + Maintain order information filing systems. + Provide knowledgeable customer support for assigned products and services. + Respond to customer inquiries via… more
- Bank of America (Carrollton, TX)
- …has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist , Senior ... of borrowing and banking offerings at each stage of client 's life plan. Key responsibilities include acquiring new and...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- 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 will ... for the Ultra High Net Worth team. Schwab will support you to achieve the Series 7 and 63/66,...is a key component of our business strategy. **Our Client Relationship Specialist will pursue this mission… more
- Regions Bank (Fort Worth, TX)
- …section of the system. **Job Description:** At Regions, the Treasury Management Relationship Support Specialist provides sales support to Treasury Management ... confirmation and client satisfaction + Serves as primary escalation point for client support when first level support does not meet client needs… more
- Deluxe (Fort Worth, TX)
- …Follow us on LinkedIn (http://www.linkedin.com/company/deluxe/posts/?feedView=all) RESPONSIBILITIES: As a Sales Support Product Specialist , you will be the ... Do you enjoy demoing a solution to a potential client , or training an internal team on a new...with the marketing team to create necessary content + Support merchant level salespeople with solutioning using the optimal… more
- Patterson Companies, Inc. (Denton, TX)
- …that they build a stronger and successful organization. **Job Summary** The Technical Support Specialist - Tier II properly responds to incoming customer ... when required. + Maintain relevant skills and credits via internal support continuing education courses. + Escalating issues and communicating appropriately with… more
- Insight Global (Fort Worth, TX)
- Job Description The Financial Planning Support Specialist will report directly to the Director of Financial Planning Analytics & Experience. You will be the ... responsible for: - Respond to incoming questions and requests from Financial Advisors, support staff, and business partners - Assist advisors and support staff… more
- Iteris, Inc. (Fort Worth, TX)
- Iteris is seeking two dedicated and customer-focused Traffic Signal Product Support Specialist to deliver exceptional field service for Iteris solutions, ... with cutting-edge technology, providing vital training, troubleshooting, and programming support . The ideal candidate is a proactive problem-solver committed to… more
- Deloitte (Fort Worth, TX)
- …on multiple engagements + Interest in identifying and developing junior resources to support Fraud Specialist initiatives The wage range for this role takes ... forensics services? At Deloitte, we have a team of Fraud Specialists who support audit engagement teams leveraging their forensic experience. Deloitte & Touche LLP's… 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
- Acosta Group (Lewisville, TX)
- …Merchandising **Employment Duration:** Part-time **Description and Requirements** As a Retail Specialist at Premium, you'll ensure Premium's client brands stand ... **Walmart Retail Specialist ** **General Information** **Company:** PRE-US **Location:** LEWISVILLE, Texas,...clients' products stand out. + Build displays to showcase client products as needed. + Answer simple, step-by step… more
- Charles Schwab (Westlake, TX)
- …group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth ... mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team...The goal of the relationship is to work through client 's sophisticated needs in Tax, Trust, and Estates that… more
- Lexitas Legal (Plano, TX)
- …and distribute reports related to job execution and performance. + Liaise with sales to support client retention and flag potential client issues or new lead ... THE ROLE: Lexitas is seeking a highly organized and detail-driven Process Service Specialist to support the execution and coordination of legal service jobs… more
- NTT America, Inc. (Plano, TX)
- …for this role is $102,675 Salary **Job Summary:** The Project/Program Management Specialist Advisor provides strategic guidance and operational support for ... now. We are currently seeking a Project Prog. Mgmt. Specialist Advisor to join our team in Plano, Texas...sites. This ensures we can provide timely and effective support tailored to each client 's needs. While… more
- Acosta Group (Lewisville, TX)
- …on client KPIs and outstanding balances. + **Providing problem-solving support ** for Global Business Services, including customer backup documentation and SOP ... **DESCRIPTION** Trade Specialist will serve as stateside team liaison connected...liaison connected to the centralized organization and supporting the Client and HQ sales organization across Grocery, Natural, and… more
- Metro One Loss Prevention Services Group (Plano, TX)
- …assisting with training. In addition, the Talent Acquisitions Specialist will support recruiting activities for new client locations. Travel required. Talent ... Job Description Talent Acquisition Specialist Summary: The Talent Acquisition Specialist will be responsible for full life cycle recruiting in key markets. This… more
- CDM Smith (Fort Worth, TX)
- …and maintain client relationships through responsive communication and strong technical support . Serves as a liaison with clients. * Performs other duties as ... **Business Unit:** FSU **Job Description:** CDM Smith is seeking Engineers to support Federal Construction Projects with agencies such as USACE, AFCEC, and NAVFAC.… more
- Bank of America (Plano, TX)
- Centralized Lending Specialist (Mortgage Loan Officer) - Bilingual Spanish Team - Plano, TX Plano, Texas **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Plano/Centralized-Lending- Specialist --Mortgage-Loan-Officer Bilingual-Spanish-Team Plano--TX\_25048006) **Job Description:** _At Bank of America,… more
