Associate Manager, Bank Client Services Madison-DavisAssociate Manager, Bank Client ServicesFort Worth, TX$60,000–$75,000 / yearThe ideal candidate has prior client-facing banking experience, strong leadership and coaching capabilities, and a thorough understanding of teller operations, transaction controls, compliance, and fraud prevention. A banking organization is seeking an experienced client-service and operations leader to oversee daily teller activities while providing coaching, training, and operational guidance to a frontline team.
Tax Senior Manager - Private Client Services WeaverTax Senior Manager - Private Client ServicesFort Worth, TX$141,000–$290,000 / yearCPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.
NewClient Service Representative (Custody) - Wealth Client Experience FidelityClient Service Representative (Custody) - Wealth Client ExperienceWestlake, TexasRemoteBrokerage Operations, Client Service Operations Please 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.
Associate Manager, Bank Client Services First Command Financial Services, Inc.Associate Manager, Bank Client ServicesFort Worth, TXFull timeWorking closely with branch leadership, Operations Support, Bank Compliance, Bank Risk & Quality Control, and Internal Audit, the Bank Client Service Associate Manager helps identify and mitigate operational risk, supports process consistency, and ensures key controls operate effectively. As a leader and brand ambassador for First Command, the Bank Client Service Associate Manager leads by example, promotes value driven leadership, supports client adoption of alternative banking channels, and helps deliver a seamless, compliant, and high-quality banking experience.
Associate Manager Bank Client Services First Command Financial Services, Inc.Associate Manager Bank Client ServicesFort Worth, TXWorking closely with branch leadership, Operations Support, Bank Compliance, Bank Risk & Quality Control, and Internal Audit, the Bank Client Service Associate Manager helps identify and mitigate operational risk, supports process consistency, and ensures key controls operate effectively. As a leader and brand ambassador for First Command, the Bank Client Service Associate Manager leads by example, promotes value driven leadership, supports client adoption of alternative banking channels, and helps deliver a seamless, compliant, and high-quality banking experience.
Client Services Representative NRG Energy IncClient Services RepresentativeTXThe Client Services Representative analyzes customer inquiries to determine the best course of action for one-call resolution while managing team and individual productivity goals and maintaining the highest level of customer service. Perform basic financial analysis to determine amounts required for refunds, credits and lost savings requests; Prepare summarized reports required for approval of financial adjustments.
Digital Workplace Client Services Project Management Portfolio Lead - Senior Vice President Citigroup IncDigital Workplace Client Services Project Management Portfolio Lead - Senior Vice PresidentIrving, TX$145,840–$218,760 / yearDigital Workplace Client Services (DWCS) provides the tools that enable and empower Citi's 250K staff to be productive, to collaborate effectively, and to eliminate repetitive work- also providing technology support and enabling the technology for Citi events, desktop upgrades, and the end-user hardware lifecycle. The DWCS Project Management Portfolio Lead is a senior position responsible for managing and guiding a team that ensures efficient and effective delivery of all of DWCS's key strategic initiatives (Projects & Programs) in coordination with multiple Technology Teams across Citi.
Animal Care and Client Services Technician DFW Humane SocietyAnimal Care and Client Services TechnicianIrving, TXFull timeProvide quality customer service to clients, volunteers, and staff while actively promoting our mission, services, programs, and events. Safety: • Ensure a safe work environment; following all safety guidelines, including PPE, and modeling safe work practice.
Client Service Leader - Water Services CDM Smith IncClient Service Leader - Water ServicesFort Worth, TXAs a member of this team, you would contribute to CDM Smith's mission-critical projects by: Leading and creating client engagement strategies and pursuit plan for municipal clients in the Dallas/Fort Worth and West Texas markets. In addition, during employment individuals may be required by CDM Smith or a CDM Smith client to successfully complete additional background checks, including motor vehicle record as well as drug testing.
Client Service Leader - Water Services CDM SmithClient Service Leader - Water ServicesFort Worth, TexasJob Description: As a member of this team, you would contribute to CDM Smith's mission-critical projects by: Leading and creating client engagement strategies and pursuit plan for municipal clients in the Dallas/Fort Worth and West Texas markets. In addition, during employment individuals may be required by CDM Smith or a CDM Smith client to successfully complete additional background checks, including motor vehicle record as well as drug testing.
Client Services Representative Trane Technologies PlcClient Services RepresentativeFort Worth, TX$44,300–$89,424.99 / yearDrives the account management process for assigned portfolio, which includes development of customer account profiles, account strategies, service delivery plan, customer budget planning and scheduled customer visits. What's in it for you: The Client Service Representative delivers exceptional service and support to our customers by executing the service agreement renewal process, providing quotations and following up on submitted leads.
Sr. Program Client Services Analyst (Accounting/Finance) - State National Markel CorporationSr. Program Client Services Analyst (Accounting/Finance) - State NationalBedford, TXThis includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law. The focus of this position is to work with the business units to gain an in-depth understanding of customer's business strategy, processes, services, roadmap and the context in which the business operates to design system efficiencies to increase overall results within the organization.
Client Services Specialist - Four Stars Finance D&M LeasingClient Services Specialist - Four Stars FinanceAddison, TX$22–$26 / hourThe company partners with banks, credit unions, and captive funding sources to provide financing options and serve the needs of leasing companies and franchised dealerships. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
Consumer Investments Client Services - Sr. Resolution Manager Bank of AmericaConsumer Investments Client Services - Sr. Resolution ManagerFort Worth, TexasResolution manager will resolve client needs through point of call resolution, client outreach, and active floor support for Client Services teammates, providing both reactive and proactive education to coach teammates on how to deliver a world class client experience. US - MA - Boston - 285 Huntington Ave - HUNTINGTON AVENUE BC (MA5141), US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Lincoln - 670 George Washington Hwy (RI1541).
Client Services Representative Trane TechnologiesClient Services RepresentativeFort Worth, Texas$44,300–$89,424.99 / yearDrives the account management process for assigned portfolio, which includes development of customer account profiles, account strategies, service delivery plan, customer budget planning and scheduled customer visits. The Client Service Representative delivers exceptional service and support to our customers by executing the service agreement renewal process, providing quotations and following up on submitted leads.
Tax Director - Private Client Services WeaverTax Director - Private Client ServicesFort Worth, TX$200,000–$300,000 / year9+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts. A Private Client Services Director provides federal tax compliance and planning services to high-net-worth individual clients and privately held businesses.
Client Services Coordinator ServiceMASTER CleanClient Services CoordinatorGrand Prairie, TXYou'll visit client locations, inspect services, communicate with cleaning teams, address concerns, help with account startups, and identify opportunities to grow existing and new accounts. This role will work closely with company leadership and provide hands-on experience in client management, commercial cleaning operations, employee development, quality control, and business development.
Client Services Coordinator ServiceMaster By PrimeClient Services CoordinatorGrand Prairie, TexasYou’ll visit client locations, inspect services, communicate with cleaning teams, address concerns, help with account startups, and identify opportunities to grow existing and new accounts. Client Services Coordinator Account Manager Operations Leadership Advancement will be based on performance, client satisfaction, account retention, leadership ability, business development results, increased responsibility, and company growth.
Client Services Coordinator ServiceMaster CleanClient Services CoordinatorGrand Prairie, TXYou'll visit client locations, inspect services, communicate with cleaning teams, address concerns, help with account startups, and identify opportunities to grow existing and new accounts. This role will work closely with company leadership and provide hands-on experience in client management, commercial cleaning operations, employee development, quality control, and business development.
NewClient Services Team Lead GD Information TechnologyClient Services Team LeadArlington, TexasTo ensure our employees are able to protect their income, other offerings such as short and long-term disability benefits, life, accidental death and dismemberment, personal accident, critical illness and business travel and accident insurance are provided or available. Qualified candidates will have experience running large enterprise level teams across multiple locations, very strong analytical and problem-solving skills, as well as excellent written and verbal communication skills.