- S&P Global (Dallas, TX)
- …all of our clients' needs are met by leveraging our industry expertise and product knowledge. Client Service is our #1 focus - we do what is necessary to ensure ... client satisfaction. The Service Delivery Management team interacts with...Project Management. **Responsibilities and Impact** The Service Delivery Management Associate is an expert on all things WSO. We… more
- S&P Global (Dallas, TX)
- …Level (for internal use):** 07 **S&P Market Intelligence** **The** **Role:** Graduate Associate Client Services **The Team:** The Wall Street Offices (WSO) ... Product Support team is responsible for assisting technical and business...participating in product testing, product documentation, and providing valuable client feedback to the product teams. WSO Software is… more
- S&P Global (Dallas, TX)
- …eager to kickstart their careers on our Counterparty Manager (Reg and Compliance) Client Services **Responsibilities and Impact:** + Act as the primary point of ... contact for client inquiries via phone and email, ensuring timely and...with clients to understand their needs and provide ongoing support to enhance product adoption and usage. + Conduct… more
- S&P Global (Dallas, TX)
- …+ Configuring EDM application using SQL Server to meet the client specifications. + Knowledge of Python Scripting. Familiarity with Machine learning ... tool is an added advantage. + Building EDM Solutions with best practices + Testing the project deliverables ensuring they are in line with documented requirements. + Interacting with clients and colleagues to ensure accurate and timely information flows. +… more
- Evolent (Austin, TX)
- …and administrative platform. **Role Overview** The Associate Director role on Client Analytics will support both internal teams (EAS, Specialty Operations) ... for the mission. Stay for the culture. **What You'll Be Doing:** The Client Analytics team provides a unique opportunity to collaborate with key business, analytics,… 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 ... requests, received via telephone or email. + Provides exceptional support and issue resolution- all client issues...issues will be owned end to end by the associate and will be treated with a closed loop… more
- Bank of America (Austin, TX)
- …held the role of: + Home Service Specialist II, Lending Client Associate , Lending Client Support Manager, Lending Specialist, Senior Banker, Business ... in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both… more
- The ODP Corporation (Port Arthur, TX)
- …logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a customer-centric environment, engagement with the ... **Overview** As a Part Time Retail Store Associate at Office Depot, your part-time role is...complete documentation, utilize training tools and process inventory. + Client focused, positive and engaging, action oriented, demonstrates a… more
- Capital One (Plano, TX)
- Associate , Client Services Treasury Management Servicing Are you looking for a challenging role that includes the convenience of working virtually at home? Then ... the team. We are currently searching for a Senior Associate , Client Service. **Responsibilities** **:** At the...inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital… more
- PNC (Houston, TX)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will be based ... may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary...Management **Job Description** + Provides sales, service and execution support for new and ongoing client relationships.… more
- WTW (Dallas, TX)
- **Description** The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the ... and strategy development and execution on Middle Market house accounts. The Associate Client Advocate coordinates WTW resources to provide service and… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... to delivering exceptional client service. The Senior Client Service Associate reports directly to the...directly to the Financial Planner and manages the firm's client service operations, overseeing support staff and… more
- Wells Fargo (Austin, TX)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … more
- WTW (Houston, TX)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... our Global Natural Resources Industry Vertical Divisions (IVD). The Associate Client Advocate (ACA) owns client...others fulfill roles effectively + Strong project management skills: Support the CA in end-to-end oversight of large, complex,… more
- WTW (Houston, TX)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client...others fulfill roles effectively + Strong project management skills: Support the CA in end-to-end oversight of large, complex,… more
- Kestra Financial (Grapevine, TX)
- …multiple and competing priorities daily in pursuit of business objectives + Support client communications and social media marketing Qualifications, Skills, and ... Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a… more
- Bank of America (Austin, TX)
- Merrill Associate Client Relationship Manager Austin, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... culture driven, resilient, results focused and effective. **Position Overview:** The ** Associate Client Relationship Manager (ACRM)** supports the Firms business… more
- WTW (Dallas, TX)
- …and key account strategies, ensuring revenue growth within client accounts. ** Client Success & Techical Support ** + Assist with compensation software access ... **Description** As a Senior Associate , you will be the primary point of...related field. + 2-5 years of proven experience in client success, customer service, or a technical support… more
- Norstella (Austin, TX)
- Associate Client Solutions Manager, Skipta Company:...Bachelors' degree + 2+ years' experience working in a client facing or client support ... ** Client Solutions Manager** **Skipta, a Norstella Company** **Job Description:** The Associate Client Solutions Manager will report to an Account Director… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services ... situated within the wealth management industry. Responsibilities: * Efficiently manage client transactions and money movement requests * Regularly communicate with… more