- PharmaCord (Austin, TX)
- …The responsibilities include, but are not limited to the following: Relationship Management Builds trusted relationships with patients, prescribers, and appropriate ... client stakeholders regarding reimbursement inquiries and challenges through proactive...relevant field. Certification examples include PACS (Prior Authorization Certified Specialist ), CHES (Certified Health Education Specialist ) or… more
- Charles Schwab (Westlake, TX)
- …and introduces clients to additional Schwab services as their needs evolve. As a Client Relationship Specialist (CRS), you will pursue this mission through ... with our clients is a key component of our business strategy. Our Client Relationship Specialist will pursue this mission through: + Delivering unparalleled… 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 (Austin, 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 (Houston, TX)
- …the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an ... May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers This position requires the tracking of time… 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
- ADP (El Paso, TX)
- …Innovation, Each Person Counts, Results-Driven, - Social Responsibility.** **POSITION SUMMARY:** Client Service Specialist is responsible for developing and ... client contact for retirement plan services. The Client Service Specialist is responsible for communicating...client retention. Working knowledge of 401k, call center, relationship management or similar experience + Shows knowledge of… more
- Bank OZK (Houston, TX)
- …minimize errors and reduce fraud. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to ... serve as a role model for banking center team members and coach relationship -building activities. + Collaborate effectively with line of business partners to foster… more
- Xerox (San Antonio, TX)
- Client Retention Specialist **General Information** Press space or enter keys to toggle section visibility City San Antonio State/Province Texas Country United ... become a key player in reshaping how we connect with our clients. As a Client Retention Specialist , you'll be engaging with Xerox and prospective clients across… more
- Bank OZK (Round Rock, 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
- Allied Universal (San Antonio, TX)
- …and be part of the excitement! **Job Description:** Allied Universal(R) is hiring a Client Operations Support Specialist . The Client Operational Support ... identity, national origin, genetic information, disability, protected veteran status or relationship /association with a protected veteran, or any other basis or… more
- EFI Global (Austin, TX)
- …a solid understanding of the forensic consulting industry? EFI Global is seeking a ** Client Engagement Specialist ** to join our dynamic Client Services team. ... effectiveness, and strengthening business relationships. This role goes beyond traditional client liaison work. You'll manage end-to-end client engagement,… more
- Citigroup (San Antonio, TX)
- The NAM TTS CCB Client Onboarding Account Maintenance Specialist is responsible for providing operations support services, including but not limited to; ... of accounts in coordination with the TTS Onboarding team. Additionally, Client Onboarding Account Maintenance Analyst serves as the liaison between operations… more
- JPMorgan Chase (San Antonio, TX)
- …while maintaining a strong commitment to diversity and inclusion. As a New Client Development Professional in JP Morgan Wealth Management, you will spend your day ... providing an exceptional client experience by understanding and addressing client ...+ 2 years of relevant financial services or brokerage relationship building experience **Additional information:** + Must be able… 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
- UMB Bank (Austin, TX)
- …banking officers. As the primary contact, you will be a vital part of the client 's relationship to help deliver growth and opportunity by creating a trusting ... **COMMERCIAL SERVICE SPECIALIST -REMOTE** This role will support and manage the...email to support day-to-day servicing needs + Develop a relationship with the client proactively to identify… more
- ADP (El Paso, TX)
- …rollouts, and service training. Acts as a Liaison between the service center, relationship manager, and the client to explain benefits related processes. + ... ADP is hiring a **Benefit Solutions Specialist - I.** **POSITION SUMMARY:** Ensures platform configuration...SUMMARY:** Ensures platform configuration and readiness to support a client through their annual enrollment processes. This includes all… 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
- Patterson Companies, Inc. (San Antonio, TX)
- …queries, answers questions and solves problems in a timely fashion. + Holds client relationship meetings to monitor satisfaction levels with Patterson's service ... to own their income potential. As an Equipment Sales Specialist , you'll partner with dental practices to design, equip,...vital role in helping clients succeed. If you're a relationship -builder with strong sales experience and a passion for… more
- Truist (Dallas, TX)
- …in the role as an Investment Support Specialist /Fiduciary Support Specialist ; trust, investment, banking or financial planning-related client service ... of America) **Please review the following job description:** Provides in-office client and advisor support interfacing with our affluent investment clients and… more
