- Citigroup (San Antonio, TX)
- The Team Client Services Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... timeliness of service provided will affect the effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management… more
- JPMorgan Chase (San Antonio, TX)
- …is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private ... Client Advisor(s), within JP Morgan Wealth Management **Job responsibilities** + Work as a team with other associates to support a group of Advisors book of… more
- JPMorgan Chase (San Antonio, TX)
- … service while maintaining a strong commitment to diversity and inclusion. As a Client Development Team Leader within our dynamic team , you will be ... At JP Morgan Wealth Management, we have an enthusiasm for helping...during the crucial initial 120 days of a new client relationship, aiming to fulfill their comprehensive service… more
- Citigroup (San Antonio, TX)
- …+ Exceptional critical thinking / problem solving skills to immediately address escalated client issues + Superior client service proficiency including ... The Wealth Services Resource Specialist is a subject matter...Services Resource Specialist will be a part of a team comprised of specialists with a focus on effective… more
- Citigroup (San Antonio, TX)
- …play a key role in leading integration and bank initiatives for broader Wealth Service Group, collaborating with internal partners, to make process improvements ... The Wealth Services Team Manager will have direct...to enhance the client experience. **Responsibilities:** + Supervise, manage, monitor, coach, develop, and… more
- Citigroup (San Antonio, TX)
- The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... services. + Directly responsible for providing timely responses to client service requests, received via telephone or...Excellent people skills and ability to work in a team environment. + Capable of working independently within established… more
- JPMorgan Chase (San Antonio, TX)
- … client needs, initiating trades in the capital markets, and completing service -oriented transaction + Document all client interactions and meeting all ... At JP Morgan Wealth Management, we have an enthusiasm for helping...helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and… more
- HUB International (San Antonio, TX)
- …+ Works closely with Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering to HUB's best practices and ... risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than...needs. We are a company dedicated to superior customer service with employees committed to adding value to every… more
- Citigroup (San Antonio, TX)
- …together. **The Team :** **IAM Information Security Administration (ISA) Service Delivery** is a client -centric, metrics and intelligence-driven group ... corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...their evolving objectives. As part of the IAM Management Team , this role will represent **IAM ISA Service… more
- HUB International (San Antonio, TX)
- …background in Commercial Lines Property & Casualty insurance + Experience in customer service / client facing role required + P&C License required + Experience in ... risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than...needs. We are a company dedicated to superior customer service with employees committed to adding value to every… more
- HUB International (San Antonio, TX)
- …+ Works closely with Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering to HUB Broker Standards + ... Executives managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting… more
- HUB International (San Antonio, TX)
- …**Works closely with Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering to HUB Broker Standards** ... Executives managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting… more
- Paycom Online (San Antonio, TX)
- …the initial phase, providing a seamless transition and continuity of exceptional service . + Cultivates and nurtures existing client relationships for strong ... account profitability, and client satisfaction/loyalty. + Performs client presentations articulating the value proposition of software/solution/ service … more
- HUB International (San Antonio, TX)
- …with a sales producer and other team members on all aspects of client service , marketing, and renewals while adhering to HUB's best practices and standard ... + Few years of experience in an insurance Account Management role or Client Service Associate role (brokerage experience preferred), or a strong interest… more
- Zions Bancorporation (San Antonio, TX)
- …banking solutions. Act as a liaison between various departments to ensure seamless service delivery and client satisfaction. + Client Advisory: Conduct ... fostering a culture of continuous learning and development. Balance hands-on client management with team leadership responsibilities to drive performance… more
- Deloitte (San Antonio, TX)
- …(PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities The Support Specialist will ... test, installation, and maintenance of the application. Provide outstanding client service and contributes to the organization's...on "Coach and Advise" model of support to the client IT Team . We are looking for… more
- Deloitte (San Antonio, TX)
- …(PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities As a Consultant at Deloitte ... for individually contributing to your work / mentor junior team members along with liaising with onsite/offshore teams to...and maintenance of the application. This role provides outstanding client service and contributes to the organization's… more
- HUB International (San Antonio, TX)
- …service needs, pre-renewal, and renewal processes to help ensure exceptional client service . Collaboration and proactive engagement with Account Managers, ... risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than...needs. We are a company dedicated to superior customer service with employees committed to adding value to every… more
- HUB International (San Antonio, TX)
- **ABOUT US** At **HUB International** , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and ... insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue… more
- HUB International (San Antonio, TX)
- …+ 3+ years of commercial lines insurance experience + Experience in customer service / client facing role required + P&C License required + Proficiency using ... risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than...needs. We are a company dedicated to superior customer service with employees committed to adding value to every… more