- Charles Schwab (Plano, 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
- UMB Bank (Plano, 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 (Plano, TX)
- …+ Has the ability to effectively balance performance, operational risk, and client relationship care. + Demonstrates a commitment to professional ethic ... Centralized Lending Specialist (Mortgage Loan Officer) - Bilingual Spanish Team...up to and including termination. **Responsibilities:** + Provides exceptional client care + Answers inbound calls and make outbound… more
- Bank of America (Plano, TX)
- …resolution + Has the ability to effectively balance performance, operational risk, and client relationship care + Demonstrates a commitment to professional ethic ... Home Equity Lending Specialist - Plano, TX Plano, Texas **To proceed...and solutions to prospective borrowers. Key responsibilities include taking client calls to uncover their life priorities, financing objectives,… more
- CH Robinson (Plano, TX)
- …of 2026 and is designed for junior year undergrad students.** **Customer Account Specialist Intern** Are you ready to launch your career in account management? Join ... us as a Customer Account Specialist intern at CH Robinson, where you'll play a...business growth, and delivering exceptional service to our diverse client base. Throughout the program, you will gain real-world… more
- HNTB (Plano, TX)
- …materials. + Organizes and may facilitate pursuit strategy meetings. + Supports client service teams by preparing materials for internal and external meetings, as ... well as participating in client service team meetings. + May coordinate division public...(Word, Excel, Powerpoint). + Knowledge and/or familiarity with customer relationship management (CRM) platforms. + Excellent verbal and written… more
- Intuit (Plano, TX)
- **Overview** As a Partner Development Sales Specialist on our High Value Account Management (HVAM) team, you will be a strategic partner to our top accounting firms, ... and team efficiency and influence customer decisions. + **Customer Relationship Management:** Experience in building and cultivating strong, lasting relationships… more
- Intuit (Plano, TX)
- …our customers' most important problems. The solutions we present to each client are backed by collaborative cross-functional teams. We serve customers by finding ... Cross-functional facilitator - Leverage all resources to support business relationship growth and execution + Utilize all resources to...or Sandler + Proven background and understanding of a Client Management lifecycle + Work well within a team… more
- Intuit (Plano, TX)
- …collaboration with partners and internal stakeholders. If you love building key client relationships through products that make a difference; you're in the right ... process + Cross-functional facilitator - Leverage all resources to support business relationship growth and execution. + Utilize all resources to close deals with… more