- Charles Schwab (Westlake, TX)
- …estate and tax planning, active investing, managed banking, and lending needs. As a Client Relationship Specialist (CRS), you have the opportunity to bring ... in the operational success of our branches, under the guidance of your Client Relationship Manager, you will assist to help deliver an unparalleled client … more
- Charles Schwab (Frisco, TX)
- **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- Regions Bank (Dallas, TX)
- …careers section of the system. **Job Description:** At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship ... for Commercial Banking clients for all servicing requests related to client relationship + Attends weekly scheduled meetings with Relationship Manager(s)… more
- Regions Bank (Dallas, TX)
- …the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an ... create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers and perform special projects as assigned This… more
- Bank OZK (Colleyville, TX)
- …coaching conversations with leadership. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating ... issues to next level of authority, as needed. + Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning. + Actively promote teamwork, leading by example and taking initiative to assist… more
- Bank of America (Fort Worth, TX)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort Worth, Texas **To proceed with your application, you must be at least 18 years of ... 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-\_25029611) **Job Description:** At Bank of America, we are… more
- Charles Schwab (Westlake, TX)
- …depth and value to Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client 's sophisticated needs in Tax, Trust, and ... and non-discretionary investment advisory solution providing clients with a personal relationship , specialized service and ongoing advice built on Schwab's approach… more
- Cognizant (Plano, TX)
- …to create innovative differentiated offerings + Good communication skills in complex client relationship model + Bachelor's Degree required or equivalent ... **Overview:** Cognizant is looking for a **Service Line Sales Specialist - Palo Alto Network Security Solutions** to join the Cybersecurity Service Line to drive… more
- Truist (Dallas, TX)
- … Specialist , trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2. Demonstrate an ... administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the… more
- Allied Universal (Dallas, TX)
- …**$21.20 / HOURLY** Allied Universal(R) is hiring a Corporate Security Specialist . The Corporate Security Specialist provides physical security coverage ... at assigned corporate office locations to ensure protection of client employees, visitors, property, and equipment. The Corporate Security Specialist provides a… more
- Bank of America (Plano, TX)
- …+ Has the ability to effectively balance performance, operational risk, and client relationship care. + Demonstrates a commitment to professional ethic ... Centralized Lending Specialist (Mortgage Loan Officer) - Bilingual Spanish Team...up to and including termination. **Responsibilities:** + Provides exceptional client care + Answers inbound calls and make outbound… more
- Bank of America (Plano, TX)
- …resolution + Has the ability to effectively balance performance, operational risk, and client relationship care + Demonstrates a commitment to professional ethic ... Home Equity Lending Specialist - Plano, TX Plano, Texas **To proceed...and solutions to prospective borrowers. Key responsibilities include taking client calls to uncover their life priorities, financing objectives,… more
- IBM (Dallas, TX)
- **Introduction** A Technology Sales Specialist role (what we internally call a, 'Brand Sales Specialist ') in IBM's Data & AI brand means accelerating ... and services. **Your role and responsibilities** As a Technology Sales Specialist you'll work closely with clients to develop relationships, understand their… more
- Bank of America (Dallas, TX)
- …+ Client Management + Client Solutions Advisory + Customer and Client Focus + Pipeline Management + Relationship Building + Collaboration + Presentation ... Alternative Investments Regional Specialist - Private Bank Atlanta, Georgia;Dallas, Texas **To...The position will also be responsible for servicing existing client assets and assisting with the prospecting of ultra-high-net-worth… more
- Pegasystems (Fort Worth, TX)
- …largest organizations. **What You'll Do at Pega:** + Develop a trusted advisor relationship with multiple stakeholders across the client organization + Leverage ... FS Application Sales Specialist Job Category: Sales Location: US - Massachusetts...Risk & Payments to share insights about how a client can maximize license to drive business benefits +… more
- Acosta Group (Fort Worth, TX)
- **DESCRIPTION** As a **Van Operations & Key Services Specialist ** for KeyMe Locksmiths, you will be a crucial part of our program. Your role involves working ... your market. As a Van Operations & Key Services Specialist , you will be responsible for the travel, management,...+ Document service calls and maintain accurate records. + ** Relationship Building** + Build and maintain strong relationships with… more
- Charles Schwab (Westlake, TX)
- …work on site in the specified location(s). As a Fixed Income Service Senior Specialist , you would operate in a dual capacity to support our Regional Bond Specialists ... A career in Fixed Income begins with a solid client focused mentality and a strong desire to help...conversations with clients as needed + A collaborative and relationship -focused work style with demonstrated success in a team… more
- Huntington National Bank (Addison, TX)
- …Professional (CTP) or equivalent high-level treasury certification + Background in client relationship management, sales, or portfolio development + Passion ... Description Job Description As a Treasury Management Specialist Senior at Huntington Bank, you'll play a vital role in fostering client relationships, delivering… more
- IQVIA (Dallas, TX)
- …healthier future with us. We are hiring a **Physician Assistant Clinical Specialist ** for a leading medical device manufacturer. This position involves observing ... products to provide procedural knowledge and product suggestions. The specialist must reside in the assigned region and be...- to attend surgical procedures. + Potential to represent client company at major conferences across the US. +… more
- Wells Fargo (Irving, TX)
- …role:** Wells Fargo is seeking a Senior Lead Credit Vendor Program Sales Specialist to support Equpment Finance and Vendor Finance new program development efforts ... an established pipeline, identify new opportunities, collaborate with cross-enterprise relationship teams and senior leadership to strategically identify and engage… more