- Bank of America (Fort Worth, TX)
- Client Services Rep II - Preferred Deposits - Ft Worth - 2nd Shift Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a common ... of proficiency with computers and current technology.* Has 1+ years of customer/ client service experience, including experience handling difficult client … more
- Truist (Dallas, TX)
- …Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience. + ... from time to time. + Facilitate day-to-day transactional needs of the client base, including processing deposits , distributions, payments, transfers or other… more
- Truist (Dallas, TX)
- …Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2. ... with other business units 4. Facilitate day-to-day transactional needs of the client base, including processing deposits , distributions, payments, transfers or… more
- HUB International (Dallas, TX)
- …Advisors with data collection and input into financial planning software + Handle client -related requests and account service inquiries without advisor input + ... implementation of recommended and agreed-upon strategies + Initiate trading to satisfy client withdrawals and deposits + Run scheduled model portfolio rebalances… more
- JPMorgan Chase (Plano, TX)
- …blend business needs and user insights. As a Vice President Experience Designer in Deposits 2.0, you will play a pivotal role in shaping the user experience across ... enhancing the overall customer experience. You will focus on evolving our deposits (Checking, savings, etc) platform. Your work will have reach and impact… more
- Kestra Financial (Fort Worth, TX)
- …are processed correctly + Maintain CRM database; define and ensure adherence to appropriate client service + Manage multiple and competing priorities on a daily ... oversight of new business processing and provides support in escalating issues, customer service , and other key areas of the practice. Understanding the logistics of… more
- Omnicell, Inc. (Fort Worth, TX)
- …to handle and prioritize multiple tasks and meet aggressive deadlines + Excellent Client service skills, with an ability to develop and maintain effective ... with billing tasks, as assigned. **Responsibilities** + Post daily A/R receipts to Client accounts and reconcile daily deposits + Investigate and resolve… more
- Bank OZK (Frisco, TX)
- …+ Model banking center lobby leadership + Proactively serve as role model for client service and consumer banking team members and coach sales activities, ... Requirements: Qualifications: + High school diploma or equivalent required; bachelor degree preferred + 1+ year retail customer service and/or sales experience… more
- Adecco US, Inc. (Plano, TX)
- …controls. + Proficient in Office 365/Google Docs, especially Excel. + Exemplary client service orientation. **Pay Details:** $28.00 per hour Benefit offerings ... Adecco is seeking a Payroll Specialist for a client in Plano, Tx. **Pay: $28 Per Hour...Responsible for payroll details for assigned employees: administering direct deposits , W-4 information, special deductions or additional pays, garnishments,… more
- Capital One (Dallas, TX)
- …One, you will develop markets and administer existing loans, demand and time deposits , and cross sell related banking accounts and services. In addition, you will ... less experienced loan officers. This position focuses on developing new client relationships for the Regional Commercial Bank. **Responsibilities:** + Plans, develop… more
- Morgan Stanley (Dallas, TX)
- …originator. *Deep knowledge of mortgage products and extensive client service experience. *Minimum of 5 years' experience preferred . *Strong communication ... brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement, and trust services.… more
- JPMorgan Chase (Dallas, TX)
- …combined with cutting-edge financial technology and the most welcoming and friendly service , you will be front and center representing our brand and culture. ... managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings + Helps clients with everyday transactions such as … more
- GNC (Dallas, TX)
- …minutes) if/when offered. JOB RESPONSIBILITIES: + Facilitates an exceptional customer service experience through all channels of interaction by following GNC's ... demand, and updates SM regarding trends + Facilitates community engagement and client loyalty through innovative and creative outreach + Reads all merchandising… more