- Citigroup (San Antonio, TX)
- The Team Client Services Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... timeliness of service provided will affect the effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management… more
- Citigroup (San Antonio, TX)
- The Wealth Service Escalation Specialist is considered a subject matter expert on investment and banking procedures and processes and will work on a team ... requests/problem resolution is handled promptly and seamlessly. The Wealth Service Escalation Specialist works closely with...thinking / problem solving skills to immediately address escalated client issues + Superior client service… more
- Citigroup (San Antonio, TX)
- …play a key role in leading integration and bank initiatives for broader Wealth Service Group, collaborating with internal partners, to make process improvements ... The Wealth Services Team Manager will have direct...to enhance the client experience. **Responsibilities:** + Supervise, manage, monitor, coach, develop, and… more
- Citigroup (San Antonio, TX)
- The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... services. + Directly responsible for providing timely responses to client service requests, received via telephone or...Excellent people skills and ability to work in a team environment. + Capable of working independently within established… more
- Equitable (San Antonio, TX)
- Wealth Management Associate - Retirement Benefits Group -...can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and ... career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive...individuals who build and support our communities. Our specialized team , The Retirement Benefits Group (RBG), addresses the unique… more
- PNC (San Antonio, TX)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments, you may be based...clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating… more
- Citigroup (San Antonio, TX)
- …of products and services. + Directly responsible for providing timely responses to client service requests, received via telephone or email. + Provides ... control issues with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance,… more
- Bank of America (San Antonio, TX)
- … team Senior Business Manager to develop, implement, and monitor the teams client service model. This position is subject to SAFE Act registration ... thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of...client actions/activities to ensure the highest level of client service is provided, while presenting time… more
- HUB International (San Antonio, TX)
- …with sales producer and other HUB team members on all aspects of client service , marketing, and renewal while adhering to HUB's best practices and standard ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 600… more
- HUB International (San Antonio, TX)
- …background in Commercial Lines Property & Casualty insurance + Experience in customer service / client facing role required + P&C License required + Experience in ... risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than...needs. We are a company dedicated to superior customer service with employees committed to adding value to every… more
- HUB International (San Antonio, TX)
- …**Works closely with Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering to HUB Broker Standards** ... Executives managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting… more
- Paycom Online (San Antonio, TX)
- …the initial phase, providing a seamless transition and continuity of exceptional service . + Cultivates and nurtures existing client relationships for strong ... account profitability, and client satisfaction/loyalty. + Performs client presentations articulating the value proposition of software/solution/ service … more
- Zions Bancorporation (San Antonio, TX)
- …banking solutions. Act as a liaison between various departments to ensure seamless service delivery and client satisfaction. + Client Advisory: Conduct ... fostering a culture of continuous learning and development. Balance hands-on client management with team leadership responsibilities to drive performance… more
- HUB International (San Antonio, TX)
- **ABOUT US** At **HUB International** , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and ... insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue… more
- HUB International (San Antonio, TX)
- …+ 3+ years of commercial lines insurance experience + Experience in customer service / client facing role required + P&C License required + Proficiency using ... risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than...needs. We are a company dedicated to superior customer service with employees committed to adding value to every… more
- HUB International (San Antonio, TX)
- …other leaders of the agency, and lead event planning activities to support team engagement, client appreciation, and community involvement initiatives. The ideal ... risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than...needs. We are a company dedicated to superior customer service with employees committed to adding value to every… more
- Kiewit (San Antonio, TX)
- …regions (TN/SC/ID). **District Overview** Kiewit Nuclear Solutions. is a full- service engineering, project management, and construction provider operating across ... of construction and engineering excellence that provides wholistic solutions, differentiating our team from the rest of the industry. Our rapidly growing nuclear… more
- Anywhere Real Estate (San Antonio, TX)
- The National Operations team at Anywhere Integrated Services is currently seeking a Commercial Title Examiner to join our Title Production team . This is a remote ... for commercial real estate transactions. Our Title Group is a full- service title, settlement, underwriting and vendor management services company serving consumers,… more
- Truist (San Antonio, TX)
- …strategic business reviews that drive revenue growth, retention, and exceptional client service 7. Demonstrate business acumen, industry knowledge, and ... contact, expertise, and servicing. The Business Connect Advisor II works in a team environment to advise a pool of clients with complex relationships including but… more