- Arise Virtual Solutions (Dallas, TX)
- …support in both English and Spanish, as needed. What's needed to service this client : Minimum of one year of consistent inbound call support experience in a ... call center environment (preferably with an online bill pay service, financial institution, or technical support). Proven experience using customer service software,… more
- AlliedTravelCareers (Georgetown, TX)
- …complex operations, revenue enhancement, compliance, and cost management. He brings strong financial and people skills to the table, honed over decades of experience ... outcomes with Thrive Staffing. Get started with a FREE client consultation: thrivestaffing.com/contact Requirements Required for Onboarding Core Mandatory Part… more
- Raymond James Financial, Inc. (El Paso, TX)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses ... summary reports and client -specific reporting as needed for review by the financial advisor. + Creates and maintains records and files utilizing Client … more
- Bank of America (Fort Worth, TX)
- … financial lives + Fully understands how life events can impact a client 's financial situation and is prepared to actively advise solutions and ... Client Servicing Representative II (Deposits) - 2nd shift...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Charles Schwab (Westlake, TX)
- …equity compensation plans and financial reporting + Periodic review of client financial health in order to increase participant engagement for individual ... for the employees of our corporate clients to achieve their financial goals. Specifically, the SPS Client Services team plays a vital role in the delivery of… more
- Raymond James Financial, Inc. (Austin, TX)
- …professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client 's objectives, time ... the full scope of a client relationship by evaluating the client 's financial needs, investment opportunities, current holdings and available investment… more
- Bank of America (Dallas, TX)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals… more
- Bank of America (Kingwood, TX)
- …**Responsibilities:** + Recommends financial advice and guidance that align with client financial goals and needs + Builds and deepens relationships with ... clients by leveraging the full capabilities of the bank + Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative… more
- Bank of America (Houston, TX)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals… more
- Bank of America (Odessa, TX)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals… more
