- Truist (Houston, TX)
- …process certain operational requests as instructed by the financial advisor and/or client . These may include: funds distributions, deposits of checks, journals, ... business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Truist (Houston, TX)
- …process certain operational requests as instructed by the Financial Advisor and/or client . These may include: funds distributions, deposits of checks, journals, ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Zions Bancorporation (Houston, TX)
- …for our customers, our communities and our employees. We are looking for a Client Relationship Associate to join our Commercial RE team in Houston, TX . Essential ... administrative assistance to the assigned department in the areas of loans, deposits , and account servicing. + Determines if documents provided meet bank… 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 (Fort Worth, 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
- Atria Wealth Solutions (Houston, TX)
- …with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices. We are looking for ... of customer accounts, ensuring strict adherence to regulatory compliance. + Client Communication: + Respond to inquiries from financial professionals, assistants,… 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
- ASM Global (San Antonio, TX)
- …+ Prepare and maintain accurate records for pre-event planning, cost estimates, client requests, billable charges, service orders, contractual requirements, and ... Port. The F & B Supervisor will provide professional client food and beverage services and support in the...and menu planning in an arena or stadium environment preferred + 1-3 years food service or… 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
- NCR VOYIX (Austin, TX)
- …Houston, TX (Must live in the territory as you will be in the field on daily client visits ) We are NCR Voyix, a global tech company and leading provider of software ... in consumer transaction technologies, and our solutions power millions of deposits , payments, and purchases every day. NCR Voyix Hospitality provides wall-to-wall… more
- NCR VOYIX (Austin, TX)
- …TX (Must live in the territory as you will be in the field on daily client visits) NCR Voyix is a global tech company and leading provider of software and ... in consumer transaction technologies, and our solutions power millions of deposits , payments, and purchases every day. NCR Voyix, provides wall-to-wall capabilities… 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
- ARAMARK (San Antonio, TX)
- …card transactions ? Responsible for cash handling, safe verifications, and preparing deposits ? Maintains friendly, efficient, positive customer service demeanor ... ones may be assigned without formal notice. **Qualifications** ? Previous customer service experience preferred ? Previous cash handling experience preferred… more
- Capital One (Houston, 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
- JPMorgan Chase (El Paso, TX)
- …managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. + Helping clients with everyday transactions such as ... deposits , withdrawals, payments, reordering a debit card, setting up...requirements + Educating clients on the usage of technology self- service options such as leveraging the Chase Mobile App,… 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 (Fort Worth, 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