- Kestra Financial (Fort Worth, TX)
- …in multiple roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio ... case design, scenario building, and plan and presentation development. Summary The Associate /Service Advisor reports to the Lead Advisor and serves as the primary… more
- Kestra Financial (San Antonio, TX)
- …and committed to delivering exceptional client service. The Senior Client Service Associate reports directly to the Financial Planner and manages the ... Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving...primary point of contact for clients regarding service requests, account maintenance, and problem resolution. + Ensure client inquiries… more
- Marriott (Dallas, TX)
- …and implementation of corrective action plans. * Reviews quarterly Meeting Planner Survey results and participates in the development and implementation of ... associates and ensures associates do the same within the team. * Conducts associate performance appraisals and provides feedback as needed. * Solicits associate … more
- Texas A&M University System (Corpus Christi, TX)
- …inquiries. + Evaluate current processes for tools like the Student Educational Planner (SEP) and other systems to identify and implement + enhancements. Functional ... school Diploma/GED with five(5) years of related experience. + Associate 's degree with three (3) years of related experience....Life Insurance, Accidental D&D, Long Term Disability, Flexible Spending Account and Day Care Spending Account DUAL… more
- Edward Jones (Fort Worth, TX)
- …in the branch of mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered by the firm and ... Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account . Financial advisors enjoy flexibility in… more
- NASCO (Austin, TX)
- …knowledge of NASCO service offerings such as the Business Effectiveness Unit, Customer Account Services and Account implementations + Working knowledge of NPS + ... home_** . This benefit offers significant, personalized outcomes for each associate including work/life balance, savings on commuting, work clothing, and increased… more
- NASCO (Austin, TX)
- …planning cycles, including territory design, quota setting, segmentation, and account coverage models + Analyzes GTM performance metrics and generate ... home_** . This benefit offers significant, personalized outcomes for each associate including work/life balance, savings on commuting, work clothing, and increased… more