- Bank of America (Forney, TX)
- …previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, ... borrowing and banking to recommend alternative or additional financial services that best align with the client 's...service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written… more
- Texas Veterans Commission (Borger, TX)
- …**Organization:** **TEXAS VETERANS COMMISSION* **Title:** *TVC - Claims Benefit Advisor (Veterans Services Representative I)* **Location:** *Texas-Borger* ... Work involves collaboration with external partners to include the Veterans County Service Officers and coordination with the Department of Veterans Affairs. Works… more
- Raymond James Financial, Inc. (Austin, TX)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more
- Kelly Services (Irving, TX)
- …Talent Advisor /Recruiter** **is accountable for:** + Providing onsite, front line support to both the employees and the client , ensuring excellence in ... a global reach. + Managing and executing strategies to drive employee and client engagement, acting as the guardian of the customer's processes and contracts while… more
- Edward Jones (Dallas, TX)
- …registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your ... administrator to help you run your branch. World-class products, services and support . And the stability of...A support network that extends from your client support team office to your region… more
- Thrivent Financial (Dallas, TX)
- …of career backgrounds, including outside sales, account executives, real estate, client services , hospitality or event managers, business development, admissions ... with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center...book of business. With access to a large existing client base and supported by Thrivent's unique focus on… more
- Truist (Webster, TX)
- …service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, ... services . Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions. Following...but is not limited to, the delivery of excellent client service behaviors, support of… more
- Truist (Dallas, TX)
- …sources; effectively work with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, ... and deepening client relationships through needs-based, high-level client service and through delivery of the...investment, trust and fiduciary services , and insurance services ) in a manner that promotes client … more
- Regions Bank (Houston, TX)
- … acquisition, the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships. **Primary ... + Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors… more
- Nuveen Investments (Frisco, TX)
- …who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + ... **Wealth Advisor ** Supported with a robust array of resources...with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time… more