- 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
- Vaco by Highspring (Cedar Park, TX)
- …qualification requirements for this position. Vaco has partnered with a PE-backed distribution client to hire a Senior Analyst to support operational and ... and long-range financial plans. Build and maintain financial models to support business planning, investment decisions, and scenario analysis. Partner with… more
- Charles Schwab (Austin, 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
- ADP (El Paso, TX)
- ADP is hiring a ** Client Support Specialist ** . + _Are you ready to join a company offering career advancement opportunities throughout your career journey?_ ... You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what...will vary, as will the solutions you provide each client . There will be no shortage of new questions… 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
- PNC (Austin, TX)
- … within PNC's Corporate Banking organization, you will be based in Irvine, CA. Client Solution Specialist (CSS) provides support to Underwriters (UW), Credit ... compliance with policies, procedures, and risk avoidance. As a Client Solution Specialist , you will be responsible...position. **Job Description** + Provides sales, service and execution support for new and ongoing client relationships.… more
- ADP (El Paso, TX)
- ADP is hiring a ** Client Service - Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement opportunities ... and more. Depending on your specific team or role, you will be providing support using phone, email, or chat-based communication. To thrive in this role, you must… more
- PNC (Houston, TX)
- …they will service. This role will be client facing, as the Loan Support Consultant - Specialist will be communicating with clients via email, phone, etc. ... to contribute to the company's success. As a Loan Support Consultant - Specialist within PNC's Agency...(might need to work different hours based on their client 's needs. Must be Pro-Active. Ideal candidate will have… more
- Bank of America (Baytown, TX)
- …has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist , Senior ... for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include… more
- Sharecare (Austin, TX)
- …for everyone. To learn more, visit www.sharecare.com **Job Summary:** The Senior Client Operations Specialist plays a critical role within Sharecare's ... initiatives. Acting as a trusted operational partner to the Client Relations Account Management team, the Sr. Specialist...experience. + Minimum 5+ years in an account management support role or operational client services function.… 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
- Truist (Dallas, TX)
- …up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is ... up as needed and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of … more
- Oracle (Austin, TX)
- …solutions and identify opportunities for product expansion through high-value client relationships. **Key Responsibilities:** + Strategic Initiative Support : ... This pivotal role supports a strategic business initiative for our top Hospitality client , focusing on transformative motions for the customer. + Client and… more
- S&P Global (Dallas, TX)
- …variety of S&P Global solutions. **Responsibilities and Impact** + Serve as primary client point-person to promote and support S&P Global data solutions; ... area **_Requirement:_** Mix of remote, office, and working on client site, based on specific client and...for our OEM partners in need of data to support their strategic business goals and initiatives, helping them… more
- Anywhere Real Estate (San Antonio, TX)
- The ** Client Experience Specialist ** is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create ... reliable and skillful hands. **This position is 100% remote and will support various markets. The preferred candidate will have NJ transaction experience.**… more
- ADP (El Paso, TX)
- …ADP to someone else? You will be the one providing the on-the-spot support that makes our integrated solutions stand out in today's increasingly competitive global ... marketplace. **ADP is hiring a Customer Service Specialist II.** In this position, you'll join a team...and Social Responsibility.** **RESPONSIBILITIES:** + Provide Tier 1 customer support + Respond to basic inquiries regarding ADP products… more
- WTW (Dallas, TX)
- …unlock potential. Learn more at **wtwco.com** . **Description** The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and ... account management initiatives related to surety and insurance client 's accounts with surety needs within in a small team environment. Note: Employment-based… more
- S&P Global (Dallas, TX)
- …Level (for internal use):** 08 **About the Role: EDM Product Technical Support ** **The Team:** EDM provides Enterprise Data Management solutions for banks, asset ... office. **Responsibilities and Impact:** Primary duties will be 2nd line support investigation, reproduction, and resolution of customer issues which includes but… more
- ConvaTec (Spring, TX)
- …(LSE:CTEC). To learn more please visit http://www.convatecgroup.com Position Overview: To provide client service support to the Account Management teams. Collect ... orders in Medtrack + Change orders in Medtrack + Support Team Supervisor on miscellaneous projects + Obtain verbal...calls to clients after initial shipment + Verifies that client files are complete and all necessary documentation is… more
- Bank OZK (Houston, TX)
- …in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, ... for exceptional customer service. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues… more
