- Charles Schwab (Westlake, TX)
- …in the United States on a full-time basis without employer sponsorship. The Senior Client Service Manager , Relationship Management plays the critical role of ... available solution sets to achieve successful outcomes. The Senior Client Service Manager , Relationship Management...and respect for others Ability to develop and implement client strategies, retirement plan design, compliance, IRS… more
- Charles Schwab (Westlake, TX)
- …helping us "challenge the status quo" and transform the finance industry together. The Client Service Manager role is responsible for leading day-to-day ... the lead interface between plan sponsor and Schwab, the Client Service Manager will be...and non-qualified plan design. Ability to develop and implement client strategies, retirement plan design, compliance, IRS… more
- JPMorgan Chase (Plano, TX)
- Join the Client Onboarding & Service (COS) group within JP Morgan, responsible for transforming end-to-end service and onboarding support for Commercial & ... Investment Banking clients. As a Business Manager , you will partner with the Global Head of...materials for executive events, including leadership offsites, townhalls, and client visits. + Ensure data integrity and accuracy for… more
- JPMorgan Chase (Plano, TX)
- …organization acts as a central point of resolution to support the client 's business operations, identifies product/ service gaps and development opportunities, ... capital, manage risk and extend liquidity in markets around the world. ** Client Services** supports a portfolio of large corporate and/or financial institution… more
- Nuveen Investments (Dallas, TX)
- … Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate ... **Wealth Client Relationship Manager ** Wealth Management ...Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management… more
- Mass Markets (Dallas, TX)
- …globally expanding, industry-leading organization. Looking to add an experiencedCall Center Client Account Manager Ito support complex business process ... accounts. This role will oversee enterprise and public sector client relationships and service delivery. This is...just 30 days. Benefit options vary by location. + Retirement Savings:Secure your future with retirement savings… more
- Anderson Merchandisers (Plano, TX)
- …& Career Development *All benefits subject to eligibility per company policy. The Client Services Manager II role encompasses the preservation and expansion of ... for these benefits*. * Flexible work schedules * 401(k) retirement plan * Health Insurance - including Dental and...exceeding eight million in account volume (non-compensation metric). The Client Services Manager II reports directly to… more
- S&P Global (Dallas, TX)
- …in a supportive and collaborative environment. **Responsibilities and Impact:** The Client Engagement Manager can troubleshoot issues and navigate internally ... internal use):** 11 **About the Role:** **The Team:** The Loan Reference Data Client Success Team at S&P Global provides ongoing product support and best practice… more
- JPMorgan Chase (Plano, TX)
- …the Billing Escalations team is the right fit for you. As a Billing Escalations Client Operations Manager II within the Commercial & Investment Bank, you will ... billing system, joining a team that is passionate about streamlining the client billing experience. You will address fee related questions, investigate issues, and… more
- UMB Bank (Dallas, TX)
- ** RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer ... testing, and industry standards required + Good written/verbal communication, organization and client service skills required + Ability to provide unparallelled… more
- Huntington National Bank (Farmers Branch, TX)
- …Portfolio Managers and other internal colleagues to support current and prospective client relationship growth. The Senior Relationship Manager requires a proven ... Description Summary: Senior Relationship Manager for CSG - Corporate Mortgage Finance ,...products, services and associated resources. You will personally originate, service and maintain an assigned Commercial Loan Portfolio within… more
- WTW (Dallas, TX)
- …captive directors and key service providers. Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and ... providers. With no two captives alike, the Account Manager must bring flexibility, analytical insight, and client...+ Assist with underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting… more
- Burns & McDonnell (Dallas, TX)
- …and analyze details that are critical to project outcomes. + Willingness to learn new service offerings as client needs and the market requires changes to the ... **Description** The Resource Planning Project Manager will support electric utilities in generation and power supply planning decisions, including the decisions and… more
- Bank of America (Dallas, TX)
- …focused and effective **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- AON (Dallas, TX)
- …point of contact with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are ... team in Dallas is looking for a Senior Account Manager . This is a hybrid role based out of... Client Services (ACS), coordinating activities of the client service team and ACS to ensure… more
- Lineage Logistics (Fort Worth, TX)
- … Manager with Operations Support experience to manage high-value client relationships and drive operational excellence. This hybrid role combines account ... shipping performance, and forecast accuracy. The ideal candidate will assess both client operations and overall site performance. We are seeking a proactive and… more
- JPMorgan Chase (Plano, TX)
- …firm-wide bank coverage team and JPMorgan Payments Treasury Services to ensure seamless service and support. As an associate Relationship Manager , you will be ... management. You have found the right team. As an Associate Relationship Manager within the Technology, Media & Telecoms sector of JPMorgan Merchant Services,… more
- JPMorgan Chase (Plano, TX)
- …team! As a key member of the team, you will drive the end-to-end client experience.** As a Relationship Manager within Merchant Services, you will primarily ... firm-wide bank coverage team, JPMorgan Payments Treasury Services. As a Relationship Manager , you will be accountable for maintaining strong relationships with key… more
- WSP USA (Fort Worth, TX)
- …working closely with Project Management, Production, and Project Controls within our client 's Project Management office. The Project Manager is responsible for ... **This Opportunity** WSP is seeking a Project Manager for our Power Delivery group in the...role requiring the selected candidate to work from the client 's office a minimum of 3 days per week.… more
- JPMorgan Chase (Fort Worth, TX)
- …+ Build collaborative internal and external relationships to provide the best in client advice and service , develop the business to ensure a seamless ... financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you. As a Business Relationship Manager … more
