Client Service Manager - Loan Services, Associate Vice President Apex GroupClient Service Manager - Loan Services, Associate Vice PresidentDallas, TexasWith our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide. Ensure all monthly deliverables are in line with our SLA and if not record and note clearly the reasons, Work closely with senior managers to identify and streamline operations where greater efficiencies can be implemented.
NewClient Services Associate SPS-North AmericaClient Services AssociateWestlake, Texasp>The Client Services Associate/Asset Management role includes receiving, sorting, and then classifying hardware assets, Receiving and inspecting incoming hardware assets, shipping and receiving products, Sort and classifying hardware based on predefined categories, Maintaining accurate records of all hardware assets, Ensuring proper storage and handling of hardware assets and supplies to support the onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.
Associate Manager - Client Services Infosys LtdAssociate Manager - Client ServicesDallas, TX$10–$30 / hourWith platforms such as Infosys Topaz and Infosys Cobalt, along with industry accelerators and partner ecosystems, Infosys enables capital markets clients to achieve faster innovation, scalable transformation, and measurable business outcomes. Good working knowledge of current capital markets transformation themes such as AI/GenAI adoption, cloud modernization, straight-through processing, data/platform modernization, digital operations, and regulatory/risk transformation.
Client Services Associate (Plano, TX) Collectors Holdings, Inc.Client Services Associate (Plano, TX)Plano, TXli>Teamwork - Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed. Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.
Associate Commercial Lines Client Service Manager (Small Business) GallagherAssociate Commercial Lines Client Service Manager (Small Business)Plano, Texasul style="margin: 0px; padding: 0px; font-family: verdana;">Bachelor's degree with minimum 1+ years client service management experience OR- High School degree/GED with a minimum of 3+ years client service management experience . Proficiency in Microsoft Office. .
Client Service Associate-Plano, Texas RK PartnersClient Service Associate-Plano, TexasPlano, TXWe are seeking a Client Service Associate who consistently provides exceptional service to all clients and demonstrates strong organizational, interpersonal, and communication skills. Technical Proficiency: Proficient in Microsoft Office Suite (Word, Outlook, some PowerPoint) and experienced with CRM platforms and workflows.
Client Service Associate Non Registered Stifel Financial CorpClient Service Associate Non RegisteredDallas, TXUnder immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
NewClient Service Associate SPS-North AmericaClient Service AssociateWestlake, TXIn North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.
Wholesale KYC - Client Service Associate - Payments JPMorgan Chase & CoWholesale KYC - Client Service Associate - PaymentsPlano, TXJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
NewClient Service Associate II Allstate Insurance CompanyClient Service Associate IIDallas, TXp>The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call center setting. The associate is responsible for delivering high-quality customer service, resolving inquiries efficiently, often within a single interaction, and handling escalated situations with empathy and professionalism.
Client Service Associate Morgan StanleyClient Service AssociateDallas, TexasOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Commercial Lines Client Service Associate (Small Business) GallagherCommercial Lines Client Service Associate (Small Business)Plano, Texasul style="margin: 0px; padding: 0px; font-family: verdana;">Process certificates of insurance and ensure all client and policy data is up-to-date in Gallagher’s systems. . Contribute to the renewal process by delivering timely and high-quality solutions to clients. .
Client Service Associate GallagherClient Service AssociateDallas, TexasThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview: Join a team that values service, collaboration, and growth.
NewClient Service Associate SPSClient Service AssociateWestlake, TexasIn North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.
Wholesale KYC - Client Service Associate - Payments JPMorgan Chase Bank, N.A.Wholesale KYC - Client Service Associate - PaymentsPlano, TXFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Service Associate Hilltop Holdings IncClient Service AssociateDallas, TXThis position will assist in servicing a large client base that is continually growing and provide remote, scalable and compliant administrative and client-service support to independent registered representatives to enhance client experience, reduce administrative burden, and improve operational consistency. Provide administrative support to assigned Registered Representative(s) including, client onboarding and account opening, preparing and reviewing client documents, handling client account maintenance requests, assisting with marketing and client and prospect presentations.
Client Service Associate RIA RecruitingClient Service AssociateFrisco, TX$65,000–$80,000li>Prospect vetting – 15min structured phone calls with prospects to gather info before passing them on to an advisor (NOT COLD CALLING – these prospects reach out to us and schedule intro calls). Account Transfers – execute acct opening checklist, initiate and track ACATs, prepare and send forms to clients, communicate with clients along the process.
J.P. Morgan Advisors - Senior Client Service Associate - Dallas, TX JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Service Associate - Dallas, TXDallas, TXFull timeCoordinate and follow through on account inquiry, transaction and maintenance requests across products and services including account opening and funding, USD and foreign currency monetary transactions, credit drawdowns/paydowns, credit and debit card requests, statement requests, tax reporting inquiries and support of online service. You will work in a team-oriented environment with Financial Advisors, Sales Associates, Product Management, Middle Office and operations teams to deliver a seamless and integrated client experience across all deposit products.
Client Service Associate JPMorgan Chase Bank, N.A.Client Service AssociatePlano, TXFull timeInteract with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Service Associate Edelman Financial Engines LLCClient Service AssociateDallas, TX$54,000–$65,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Registered Client Service Associate (Frisco, TX) Raymond James Financial IncRegistered Client Service Associate (Frisco, TX)Frisco, TXThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Client Service Associate Ameriprise FinancialClient Service AssociateGrapevine, Texasp>LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, seeking a Client Service Associate to support a collaborative wealth management team by assisting with client meeting preparation, follow-up, and ongoing client service needs. LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, built for people who want to do meaningful work in an environment where character, contribution, and collaboration truly matter.
Associate, Client Service ALM First Analytics, LLCAssociate, Client ServiceDallas, TXThis position supports Business Development leaders by delivering high‑quality client service, coordinating day‑to‑day account and reporting activities, and preparing polished, client‑ready materials that support both ongoing relationships and new business initiatives. Associate, Client Service Department: Business Development, Non-Core Investment ServicesTitle: Associate, Client ServiceReports To: Managing Director, Client Experience.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateDallas, TXOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Senior Client Service Manager, Relationship Management Retirement Plan Services The Charles Schwab CorpSenior Client Service Manager, Relationship Management Retirement Plan ServicesWestlake, TXp>As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab''s relationships with plan sponsors and plan participants. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.
Client Service Manager, Relationship Management, Retirement Plan Services The Charles Schwab CorpClient Service Manager, Relationship Management, Retirement Plan ServicesWestlake, TXAbility to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Client Service Manager. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.
Client Services Manager II Teachers Insurance and Annuity Association of America (TIAA)Client Services Manager IIDallas, TX$75,700–$105,000 / yearp>_____. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Client Services Director Teachers Insurance and Annuity Association of America (TIAA)Client Services DirectorFrisco, TX$92,400–$115,000 / yearp>_____. Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.
Client Services Director TIAAClient Services DirectorFrisco, Texasp style="text-align:inherit"/>Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
NewClient Service Manager I / II / III - (Custody) - Wealth Client Experience FidelityClient Service Manager I / II / III - (Custody) - Wealth Client ExperienceWestlake, TexasRemoteBrokerage Operations, Client ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
NewClient Service Manager II (Custody) - Wealth Client Experience FidelityClient Service Manager II (Custody) - Wealth Client ExperienceWestlake, TexasRemoteClient ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
Client Financial Services Manager FirstService CorpClient Financial Services ManagerTX$60,000–$100,000 / yearp>Job Overview: The Client Financial Services Manager proactively partners with Boards, Finance Committees, Treasures, operating leadership, and General Managers to address complex financial challenges, and strengthen client confidence. Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies.
NewClient Service Representative (Custody) - Wealth Client Experience FidelityClient Service Representative (Custody) - Wealth Client ExperienceWestlake, TexasBrokerage Operations, Client Service OperationsPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesDallas, TX$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
NewRegional Client Services Manager (East) Oldcastle BuildingEnvelopeRegional Client Services Manager (East)Dallas, Texasp>From apartments in New York to hospitals and stadiums in Dallas, libraries at prestigious universities to creating modern retail experiences, our teams contribute architectural glass and building products to projects that shape the way people live, work, heal, learn, and play. Benefits that benefit you – industry competitive benefits at the lowest cost to the employee.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesDallas, TX$146,000–$200,000 / yearp>A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Contact Center Client Services Manager MCI CareersContact Center Client Services ManagerAddison, TexasMCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.
Experienced Call Center Client Services Manager MCI CareersExperienced Call Center Client Services ManagerAddison, TexasMCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.
Associate Manager - Valet Parking & Bell Services - Hilton Anatole Towne Park LtdAssociate Manager - Valet Parking & Bell Services - Hilton AnatoleDallas, TX$50,000–$55,000 / yearThe employee frequently is required to sit or stand for extended periods of time and may be required to run; walk; handle or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl. May perform guest/patient service duties including valet parking, bell services, and door services, as needed to achieve quality and service levels based on the working conditions and physical demands section of this job description.
Senior Client Service Manager Siemens AGSenior Client Service ManagerDallas, TX$82,538–$141,494 / yearLI-TAG #Central-EREF #VeteranCareers #TransitioningServiceMember #MilitarySpouse hvac controls, building controls, programming, hvac field technician, heating, ventilation, air conditioning, direct digital control, apogee, Desigo, Modbus, Tridium, Niagara, Alerton, commissioning, LonWorks, BACnet, DDC, BMS, building management, mechanical systems, system integration #LI-MP1Curious to see what a Client Service Manager does every day? Experience level Experienced Professional Job type Full-time Work mode Office/Site only Employment type Permanent Location(s) Dallas - Texas - United States of America Position Location: This role supports our Plano, TX branch location, which serves customers throughout the greater Dallas, TX area.
Personal Lines Client Service Manager GallagherPersonal Lines Client Service ManagerPlano, TexasThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Click Hereto review our U.S. Eligibility Requirements.
NewClient Service Manager GallagherClient Service ManagerDallas, TexasThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.
MEP/PEP Client Service Manager Ascensus LLCMEP/PEP Client Service ManagerDallas, TX$60,000–$80,000 / yearp>Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment.
Client Service Manager Nexus InternationalClient Service ManagerDallas, TX$45,000–$50,000 / yearul>Our Customer Service Manager will be required to manage existing customers while introducing them to new / upgraded features as it relates to their existing telecommunications services. Our marketing and business development campaigns allow our clients to grow and foster new partnerships within this industry.
Financial Services Customer Service Representative (FULL-TIME) MCIFinancial Services Customer Service Representative (FULL-TIME)Dallas, TXMCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.
Account Manager - Parking and Bell Services - Gaylord Texan Towne Park LtdAccount Manager - Parking and Bell Services - Gaylord TexanGrapevine, TX$70,000–$80,000 / yearnFor more information about our privacy policy, please click here.\n \nThe Account Manager directly oversees one Towne Park account and is responsible for account performance for financial, guest/patient satisfaction, and client satisfaction objectives.\n \nJOB SUMMARY\n \nThe Account Manager directly oversees one Tier 1 or 2 Towne Park account and is responsible for account performance for financial, guest/patient satisfaction, and client satisfaction objectives.\n \nDUTIES AND RESPONSIBILITIES\n \nFinancial and Business Systems Management\n\n Understands and drives business metrics and performance measurements to ensure effectiveness, high performance and compliance.\n \n\n The associate is regularly required to run; stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk and hear.\n
NewDirector, Testing & Reporting Services FidelityDirector, Testing & Reporting ServicesWestlake, TexasRemoteCompliancePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Director, Testing and Reporting Services (TRS) position is responsible for leading a TRS production team that is dedicated to outstanding client service and operational excellence in support of annual compliance activities for Workplace Investing (WI) defined contribution plans.
Delivery Services Driver ODP Business Solutions LLCDelivery Services DriverGrand Prairie, TX$22–$26 / hourp>About The ODP Corporation: The ODP Corporation is a leading provider of products and services through an integrated business-to-business (B2B) distribution platform and omnichannel presence, which includes world-class supply chain and distribution operations, dedicated sales professionals, online presence, and a network of Office Depot and OfficeMax retail stores. Primary Responsibilities: Ensure safe, efficient completion of daily delivery tasks, including, but not limited to, package scanning and delivery/pickup, collecting required proof of deliveries/pickups, and escalation of any barriers that prevent successful deliveries/pickups.
Senior Relationship Manager, Retirement Plan Services The Charles Schwab CorpSenior Relationship Manager, Retirement Plan ServicesWestlake, TXIn this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges. Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.