Client Relationship Specialist

Position Overview As a Client Relationship Specialist, you will play a vital role in our organization, focusing on delivering exceptional service to our customers in the consumer banking sector. Key Responsibilities Engage with clients to understand their financial needs and provide tailored solutions. Facilitate transactions and assist clients...

Job Overview At Hilltop Holdings, we value our employees and offer a comprehensive benefits package that includes 11 Paid Holidays, over 15 days of Paid Time Off, 401k Matching, Health Benefits, and more. The Client Relationship Specialist plays a vital role in serving both individual clients and small business owners within our community. This position...

Role OverviewAs a Client Relationship Support Specialist, you will manage a diverse and intricate portfolio of clients, ensuring their needs are met with the highest level of service.Key ResponsibilitiesCollaborate closely with management to oversee and enhance a portfolio of accounts.Identify and implement opportunities for process enhancements within the...

Job OverviewCompany Overview:Farther is an innovative Registered Investment Advisor (RIA) that merges expert financial advisors with advanced technology to provide a customized and comprehensive wealth management experience.The founders of Farther are distinguished leaders and pioneers in the private wealth sector, bringing together a unique combination of...

Job Title: Client Support Specialist Company: Aperia Solutions Aperia Solutions stands as a prominent Texas-based fintech and managed consultancy firm, focusing on SaaS solutions tailored for the Payments and Compliance sectors. Our dynamic global organization is committed to enhancing efficiency in compliance, risk management, and customer service...

Job Title: Client Support Specialist Company: Aperia Solutions Aperia Solutions stands as a prominent fintech and managed consultancy firm based in Texas, focusing on SaaS solutions tailored for the Payments and Compliance sectors. Our dynamic global enterprise is committed to enhancing operational efficiency in compliance, risk management, and customer...

OverviewAs a vital member of our team, you will engage with clients by offering reliable banking guidance, executing various financial transactions, initiating new accounts, and addressing inquiries to ensure positive customer interactions and relationships. You will embody the Bank's culture and uphold our Brand promise and Core Values through the following...

Client Services AssociateDelta Dallas is collaborating with a Financial Wealth Management Advisory firm to find a Client Services Associate. This position is focused on providing essential operational support, which includes managing client onboarding, facilitating financial transactions, and generating daily performance reports while assisting advisors as...

Client Services AssociateDelta Dallas is collaborating with a Financial Wealth Management Advisory firm to find a dedicated Client Services Associate. This position is pivotal in providing essential operational support, which encompasses client onboarding, managing financial transactions, generating daily reports, and assisting financial advisors as...

Job OverviewCompany Overview:Third Bridge stands as a premier investment research firm, delivering comprehensive solutions to the world’s leading investors and business executives. Our unique offering combines human insights with exclusive investor-led content, supported by a global network of experts. We cater to over 1,000 investment firms, providing...

Job OverviewCompany Overview:Third Bridge stands as a premier investment research firm, delivering comprehensive solutions tailored for the world's leading investors and business executives. Our unique offering combines insightful human analysis with exclusive investor-driven content, supported by a vast global network of experts. We cater to over 1,000...

About the RoleAon is seeking a highly skilled Account Specialist I to join our team in Dallas. As a key member of our General Industry team, you will play a critical role in building and maintaining strong relationships with our clients.Key ResponsibilitiesClient Relationship Management: Assist Account Executives and Associate Account Executives on assigned...

Company OverviewWith assets exceeding $7 billion, CrossFirst Bank is dedicated to fulfilling the financial requirements of businesses, professionals, and families across multiple states including Kansas, Missouri, Oklahoma, Texas, Colorado, New Mexico, and Arizona. Established in 2007, CrossFirst has earned recognition as one of the fastest-growing and...

Job OverviewWhy Choose Mexcor of TexasAt Mexcor of Texas, we foster a culture that emphasizes collaboration and growth, providing exceptional career opportunities. As a leading distributor in the fine Wine, Spirits, and Beer industry, we pride ourselves on our rich heritage and commitment to community and diversity.Join us to create lasting memories in a...

Overview:The Wealth Management Associate will deliver extensive operational assistance to a distinguished Senior Wealth Advisor Team managing over $2 billion in assets. This role enhances the client journey by supporting the service, upkeep, and expansion of the team's high net worth clientele. The position offers insights into Neuberger Berman's Private...

Company OverviewMatter Family Office is a dedicated financial advisory firm established in 1990, with a focus on assisting families in navigating wealth management strategies that resonate with their aspirations and principles, ensuring lasting success across generations.Position Overview:As a Client Service Consultant, you will play a crucial role in...

About the RoleFrost Bank is seeking a highly skilled and experienced Client Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesDevelop and...

Job Summary:The Client Relationships Manager will forge robust client partnerships and foster strategic business growth. This role will provide a proactive approach to account management; anticipating client needs and positioning the company as a valuable partner. The Client Relationships Manager will be responsible for maintaining existing client...

Job SummaryThe Client Relationship Manager provides exceptional service to CrossFirst Bank's commercial banking clients. This role develops new business relationships by identifying and engaging with existing or prospective businesses, while representing the Bank through active participation in local community events and by promoting the Bank's products and...

Enhance Banking Experiences at Fifth Third BankAt Fifth Third Bank, we are dedicated to connecting talented individuals with exceptional career opportunities. Are you prepared to elevate your career in the banking sector?The Client Relationship Associate plays a crucial role in collaborating with Relationship Managers in both sales and service capacities,...