- 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
- JPMorgan Chase (San Antonio, TX)
- …an exceptional client experience by understanding and addressing client service needs for our newest JP Morgan Wealth Management clients. You will ... while maintaining a strong commitment to diversity and inclusion. As a New Client Development Professional in JP Morgan Wealth Management, you will spend your… more
- Bank of America (San Antonio, TX)
- …and/or team Senior Business Manager to develop, implement, and monitor the team 's client service model. **Role Responsibilities** + Identify and own ... thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of...execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation… more
- PNC (San Antonio, TX)
- …achieve their savings, investment, and retirement goals. As part of your support team , our Wealth Strategists collaborate with you to develop customized ... opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments you will be a...an investment and insurance book of business. Owns the client experience, efficiently handling sales and service ,… more
- Citigroup (San Antonio, TX)
- …+ Exceptional critical thinking / problem solving skills to immediately address escalated client issues. + Superior client service proficiency including ... The Wealth Resource Officer is considered a subject matter...and clients. They handle escalated customer inquiries and ensures client requests/problem resolution is handled promptly and seamlessly. The… 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
- 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
- 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's best practices and ... Executives managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting… more
- Bank of America (San Antonio, TX)
- …development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of… more
- Citigroup (San Antonio, TX)
- …handle all our clients' varying needs. We pride ourselves on our inclusive team culture, flexibility, and client -first approach. **Responsibilities:** + Serve as ... Citi Personal Wealth Management (CPWM) provides investment services to clients...etc.) + Anticipate the complex financial needs of the client and educate on solutions available at Citi through… more
- Charles Schwab (San Antonio, TX)
- …us "challenge the status quo" and transform the finance industry together._ Schwab's branch team is at the heart of our firm's commitment to helping clients own ... be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice… more
- HUB International (San Antonio, TX)
- …Executive to manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting ... client contact changes with Producer/Account Executive + Organizes client meetings with other team members +...education and experience is acceptable). + Experience in customer service / client facing role required + P&C License… more
- Citigroup (San Antonio, TX)
- The Registered National Investor Center Account Opening Associate is a Client Service and Sales support position, fully responsible for servicing and supporting ... of products and services. + Directly responsible for providing timely responses to client service requests, received via telephone or email. + Provides… 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)
- …our agency management systems, and other tasks to support overall workflows and client service . **Qualifications:** + High School Diploma / GED; College degree ... risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than...The Commercial Lines Support Specialist will be supporting a team of Client Account Managers by issuing… more
- HUB International (San Antonio, TX)
- …own entrepreneurial journey. You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction. Other ... risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than...all forms of insurance business + Maximizing growth and client retention through superior customer service +… more
- HUB International (San Antonio, TX)
- …world of insurance and will actively engage in a variety of tasks/projects within the Client Service arenas. Interns will learn about the: + Clients we serve and ... risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than...work in this dynamic career field. If you are team oriented, service minded and enjoy working… more