- Lincoln Financial (Houston, TX)
- …#:** 74180 **The Role at a Glance** We are excited to bring on a ** Relationship Management Specialist ** for our Local Market Account Management Team. In this ... Central Florida, and Dallas and/or Houston, Texas** . _Background Details_ As a Relationship Management Specialist , you will be responsible for building and… 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
- Allied Universal (Houston, TX)
- …employee assistance programs, company discounts, perks, and more. Allied Universal(R) is hiring a Client Rebid and Retention Specialist . The Client Rebid and ... sales and operations team reporting directly to the Senior Regional Vice President. The Client Rebid and Retention Specialist will lead the ** Client … more
- Optiv (Houston, TX)
- …technical or information technologies industry preferred. + Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience ... be hired remotely anywhere within the continental US_ The Client Operations Specialist is a sales support...pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability,… more
- Bank OZK (Dallas, 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
- Bank OZK (Austin, TX)
- …coaching conversations with leadership. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating ... to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran… more
- S&P Global (Dallas, TX)
- …Level (for internal use):** 10 **About the Role:** **The Team:** The WSO Client Support Services (CSS) team operates as a critical liaison between clients and ... Agency services, ensuring data integrity, accurate reporting, and prompt resolution of client -reported issues. The role requires a blend of system troubleshooting, … more
- CSC ServiceWorks (Dallas, TX)
- …Monday thru Friday 8am - 5pm** Primary responsibility for providing existing client support, managing assigned Book of Business accounts virtually, building customer ... relationships, providing data-driven recommendations to improve client business performance, supporting customer retention, and improving internal rate of return.… more
- Citigroup (Irving, TX)
- The Client Demarketing Associate/AVP role is an intermediate-level position within the Banking Portfolio Optimization Group (POG) team. As part of a global ... initiative to ensure a clean and risk-managed client portfolio, this role will be a responsible for...to the bank's global network and cross-functional teams, including Relationship Management, Operations, Service, Business and Product leads. The… more
- Bank of America (Houston, TX)
- …program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license ... Wealth Management Specialist - NR Houston, Texas **Job Description:** Merrill...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (Fort Worth, TX)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a common ... **Job Description:** This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound… more
- Lowe's (Allen, TX)
- …best service and value, from the comfort of their home. In Home Sales Specialist deliver a superior client experience by accurately assessing customer needs and ... customer homes or other locations to discuss project plans. The In Home Sales Specialist must be comfortable owning the customer relationship and engaging in… more
- ADP (El Paso, TX)
- …Insurance Implementation & Service Specialist . As an Insurance Implementation & Service Specialist you will be the client 's first point of contact post sale, ... through the transition to Client Service. Ensures the establishment of a positive relationship with the client . Performs a thorough review of the policy and … more
- Bank of America (Houston, TX)
- Private Wealth Management Specialist -NR Houston, Texas **Job Description:** Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management ... guidance. The Elite Growth Practice (EGP) Private Wealth Management Specialist role is a position on the Financial Advisor...in a capacity to further develop and service the client base. They are responsible for implementing and executing… 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 ... As the **Treasury** **Service Specialist ** will support and manage the day-to-day operations...email to support day-to-day servicing needs + Develop a relationship with the client proactively to identify… more
- Bank of America (Fort Worth, TX)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Hunt Valley, Maryland;Jacksonville, Florida; Fort Worth, Texas; Lincoln, Rhode Island; ... Join us! Job Description: This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound… more
- Bank of America (Dallas, TX)
- …programs in the technology market. Accountable for all aspects of the client relationship , including overall account strategy, field sales support, capturing ... Sr. Leasing Sales Specialist (Equipment Finance) Charlotte, North Carolina;New York, New...preferably with a large, regulated financial institution + Exceptional client management and relationship -deepening skills + In-depth… more
- HUB International (Dallas, TX)
- …liaison between the Client and TCG, HUB . Manage a strong Client relationship . Identify additional sales opportunities for Clients . Provide exceptional ... for a motivated individual to join our Retirement Plan Specialist ("RPS") Team. The RPS role acts as a..., providing excellent customer service and maintaining a strong relationship with the client 's leadership. Candidates will… more
- Wells Fargo (Austin, TX)
- …skills, including time and priority management. + Collaborate effectively with relationship team members, client 's advisors and other colleagues. + ... trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides… more
- Allied Universal (Dallas, TX)
- …most through innovative security technology. Allied Universal(R) is hiring an AIA Billing Specialist . The AIA Billing Specialist is responsible for managing all ... **Allied Universal Technology Services seeks a dynamic AIA Billing Specialist to:** + **Manage all aspects of AIA Billing...including purchase and change orders + Generate and submit client invoices for project billing (AIA) in accordance with… more