- Advantage Solutions (Dallas, TX)
- **Summary** ** Client Sales Specialist ** At our Company, we grow People, Brands, and Businesses! We are seeking a dynamicClient Sales Specialist , you will be ... responsible for driving sales for our client 's product and services nationwide. This position requires someone...solvers, and have a friendly and professional demeanor. The Specialist will also assist in basic sales and PR… more
- Moss Adams LLP (Dallas, TX)
- …**Responsibilities** : + Prepare, research, review, submit and execute accurate client account paperwork and supporting documents, including interacting with ... ** Client Operations Specialist \(Private Investments\)** **Description**...custodians and fund companies, helping with all phases of client account set up and ongoing maintenance.… more
- AON (Dallas, TX)
- Aon is hiring for a Client Services Specialist . As part of an industry-leading team, you will help empower results for our clients by delivering innovative and ... sick leave laws, short-term disability and optional long-term disability, health savings account , health care and dependent care reimbursement accounts , employee… more
- Charles Schwab (Westlake, TX)
- …working relationships + Basic understanding of brokerage regulations and rules that govern client accounts + May be asked to become a Notary **What's ... the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for… more
- Public Storage (Plano, TX)
- …customer satisfaction + Act as a liaison between customers and management + Provide client account status or details via inbound or outbound calls + Research ... self-storage. **Job Description** We have an opportunity for a ** Client Services Representative** . You are the right person...+ Proven track record showing a strong commitment to client services + Ability to be resourceful and proactive… more
- Bank OZK (Southlake, TX)
- …notes regarding customer conversations and interactions. + Facilitate and process account transactions accurately and efficiently to minimize errors and reduce ... fraud. + Actively participate in morning huddles. + May open new accounts , as needed and with documented approval of management. + Demonstrate competency and… more
- JPMorgan Chase (Plano, TX)
- …first-in-class client experience through the initial onboarding of new accounts and all post-onboarding account maintenance events, while leveraging ... framework. **Job Summary** As a Know Your Customer (KYC) Specialist within the Asset Wealth Management Client ...services, operational or compliance fields + Prior experience in Account opening, AML &/or KYC, Client Onboarding… more
- WTW (Dallas, TX)
- …and client engagement of those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is ... + Solid organization skills + Ability to mentor a Client Specialist colleague As an ACA you...acquisition due diligence) + Maximizes the profitability of the client account & drives retention of that… more
- 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 (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
- Robert Half Finance & Accounting (Dallas, TX)
- …Credit and Collection Specialist at our Dallas, Texas location. Credit & Collections Specialist - HYBRID Schedule!! Client well known for work life balance - ... - HYBRID Schedule. Seeks a dynamic Credit and Collections Specialist - Experience in deductions and consumer product industry... or in a similar role. * Proficient in Account Reconciliation and Accounts Receivable (AR). *… more
- WTW (Dallas, TX)
- … service and risk management assistance on assigned accounts . Work with Sr. Client Services Specialist , Account Executive and/or Client Advocate to ... Towers Watson team in coordinating service on account + Alert Sr. Client Services Specialist / Client Advocate/ Account Executive of potential problems… more
- M&T Bank (Dallas, TX)
- …processing cash disbursements, trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions and ... and a minimum of 1 year relevant work experience with direct client contactCCTS (Certified Corporate Trust Specialist ) certification if corporate trust… more
- AON (Dallas, TX)
- …change? Take a look at Aon! Our General Industry team in Dallas is looking for an Account Specialist II. This is a hybrid role based out of our Dallas, TX ... like Assist the Account Executives and Associate Account Executives on assigned accounts , managing key...May provide guidance and mentoring to a less senior account specialist . Delegates work to support staff… more
- Aston Carter (Dallas, TX)
- …and organizing invoices. + You will also handle the collections process for client accounts with past-due balances, process unique billing situations, and ensure ... Job Title: Accounts Receivable Specialist Job Description +...account balances, initiating late payment communications, and reconciling accounts to resolve inconsistencies. Your role is crucial in… more
- Randstad US (Carrollton, TX)
- accounts payable specialist . + carrollton , texas + posted 6 days ago **job details** summary + $25 - $28 per hour + temporary + high school + category business ... in the manufacturing industry, is in search of a detail-oriented and skilled Accounts Payable Specialist for a temporary position. The ideal candidate will… more
- Randstad US (Dallas, TX)
- accounts payable specialist - temporary. + dallas , texas + posted august 2, 2024 **job details** summary + $24 - $25 per hour + temporary + high school + ... support occupations + referenceAB_4581828 job details Are you an experienced accounts payable professional that enjoys contract work? Do you thrive working… more
- Aston Carter (Lewisville, TX)
- Job Title: Accounts Payable Specialist Job Description We are seeking an Accounts Payable Specialist to join our project team during the pilot phase of ... proud to be a ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service. Diversity, Equity & Inclusion At Aston Carter, diversity and… more
- Aston Carter (Lewisville, TX)
- Job Title: Accounts Payable Specialist Job Description We are looking for an Accounts Payable Specialist to join our project team during the pilot of our ... proud to be a ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service. Diversity, Equity & Inclusion At Aston Carter, diversity and… more
- Robert Half Accountemps (Fort Worth, TX)
- …Practice (F-TEP) is expanding, and we are currently seeking detail-oriented and experienced Accounts Payable Analysts to enhance our team. In this role, you will ... team, you'll leverage your accounting expertise to support our client 's financial operations and contribute to the success of...of their projects. We are seeking detail-oriented and motivated Accounts Payable Analysts to join our finance team. By… more