- 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
- Citigroup (San Antonio, TX)
- The Wealth Service Escalation Specialist is considered a subject matter expert on investment and banking procedures and processes and will work on a team ... requests/problem resolution is handled promptly and seamlessly. The Wealth Service Escalation Specialist works closely with...thinking / problem solving skills to immediately address escalated client issues + Superior client 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
- Equitable (San Antonio, TX)
- Wealth Management Associate - Retirement Benefits Group -...can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and ... career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive...individuals who build and support our communities. Our specialized team , The Retirement Benefits Group (RBG), addresses the unique… more
- PNC (San Antonio, TX)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments, you may be based...clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating… more
- Wells Fargo (San Antonio, TX)
- …and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- HUB International (San Antonio, TX)
- …with sales producer and other HUB team members on all aspects of client service , marketing, and renewal while adhering to HUB's best practices and standard ... 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)
- …security, IT, or a related field is preferred. o Experience with customer service or client -facing roles is beneficial. o Familiarity with project management ... corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...**IAM Interface:** o Act as a liaison between IAM Service Delivery Coordination units and the IAM team… more
- Citigroup (San Antonio, TX)
- The Registered National Investor Center Support Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... of products and services + Directly responsible for providing timely responses to client service requests, received via email, Salesforce service tickets,… 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
- 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
- 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)
- …+ 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
- HUB International (San Antonio, TX)
- …other leaders of the agency, and lead event planning activities to support team engagement, client appreciation, and community involvement initiatives. The ideal ... 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
- Kiewit (San Antonio, TX)
- …regions (TN/SC/ID). **District Overview** Kiewit Nuclear Solutions. is a full- service engineering, project management, and construction provider operating across ... of construction and engineering excellence that provides wholistic solutions, differentiating our team from the rest of the industry. Our rapidly growing nuclear… more