- 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)
- …+ 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)
- 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
- 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
- Deloitte (San Antonio, TX)
- …You will help them stand out in business strategy, sales and marketing, client service , product development, technology modernization, and business operations. + ... Lead and deliver large, complex transformation projects in the retirement and wealth sector. Manage cross-functional teams to achieve client goals and ensure… 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
- Deloitte (San Antonio, TX)
- …You will help them stand out in business strategy, sales and marketing, client service , product development, technology modernization, and business operations. + ... Retirement and Wealth Provider Solutions Consultant Our Human Capital practice...nature of work. As converging forces reshape industries, our team uniquely addresses the complexities of work, workforce, and… more
- Citigroup (San Antonio, TX)
- …of products and services. + Directly responsible for providing timely responses to client service requests, received via telephone or email. + Provides ... control issues with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance,… 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 ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 600… 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
- Anywhere Real Estate (San Antonio, TX)
- The National Operations team at Anywhere Integrated Services is currently seeking a Commercial Title Examiner to join our Title Production team . This is a remote ... for commercial real estate transactions. Our Title Group is a full- service title, settlement, underwriting and vendor management services company serving consumers,… more
- Truist (San Antonio, TX)
- …strategic business reviews that drive revenue growth, retention, and exceptional client service 7. Demonstrate business acumen, industry knowledge, and ... contact, expertise, and servicing. The Business Connect Advisor II works in a team environment to advise a pool of clients with complex relationships including but… more