- Truist (Fort Worth, TX)
- …Apache Road, Fort Worth, Texas. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support ... a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of… more
- Wolters Kluwer (Austin, TX)
- …points and industry trends. + **Customer Engagement** + Act as a trusted advisor to C-level executives and finance leaders. + Translate complex financial reporting / ... EPM requirements into tailored software solutions. + Support strategic accounts and high-value opportunities with executive presence. + **Cross-Functional… more
- ADP (El Paso, TX)
- …and more. Depending on your specific team or role, you will be providing support using phone, email, or case-based communication. To thrive in this role, you must ... who saves the day for our clients. **What you'll do:** + **Be a Trusted Advisor and Problem Solver.** You will use a breadth of expertise to help ADP's clients… more
- Aramco Services Company (Houston, TX)
- …complexity of Saudi Aramco's producing operations and the related petroleum engineering support requires ASC to have in-house expertise in various specialized areas. ... The Engineering Advisor , Senior Engineering Advisor and Engineering Consultant positions provide for this expertise at increasing levels of recognized competence… more
- Cella Inc (Roanoke, TX)
- …focus on building, testing, and deploying personalized, data-driven email campaigns that support our donor and advisor engagement strategies. The ideal candidate ... queries for segmentation. Document campaign processes, templates, and standard methodologies to support scalability. Partner with IT and Salesforce CRM teams on data… more
- Wells Fargo (Fort Worth, TX)
- …with Centers of Excellence and internal partners to identify, pursue, and support lending opportunities across the territory. + Lead strategic campaigns and product ... promotions, driving advisor engagement and increasing utilization of lending and banking...feedback to inform territory planning and product positioning. + Support cross-functional Business Growth Strategy projects, building strong relationships… more
- Wells Fargo (Texarkana, TX)
- …. **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes +… more
- Texas Health Resources (Plano, TX)
- …if necessary. . Manages the qualification and validation for processes and quality control support activities. . Acts as advisor to supervisors or staff to help ... meet established deadlines or resolve technical or operational problems. . Formulates and maintains quality assurance objectives and coordinates objectives with procedures in cooperation with manager to maximize assay reliability and minimize costs. . Oversees… more
- Raymond James Financial, Inc. (Georgetown, TX)
- …This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other ... + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and...and within a dynamic team environment to provide crucial support to the financial advisors and branch office. +… more
- JPMorgan Chase (Houston, TX)
- …**Required qualifications, capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track record of developing ... and coaching high performing Advisor team + Ability to travel 50% of the...retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total… more