- Bank of America (Austin, TX)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (San Antonio, TX)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- PNC (Mansfield, TX)
- …Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. ... Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking,… more
- NetApp (Addison, TX)
- **Position Summary** We are seeking a high-performing, results-driven **Sales Client Executive - Financial Industry (Sales Rep 4)** with a proven hunter ... lead the charge in expanding NetApp's footprint within one of our largest US-based financial services clients. You'll operate as a key member of a dedicated core… more
- Charles Schwab (Westlake, TX)
- …utilize a variety of data and systems in order to proactively identify solutions to client financial needs. + Strong analytical skills and attention to detail in ... financial plans for the most sophisticated and complex client situations. Expert level knowledge and experience in delivering...financial plan to reflect changes in life and financial circumstance and determining the client 's ongoing… more
- WTW (Houston, TX)
- …address any quality concerns. Promote quality standards and processes throughout all client teams. + Financial management: overall budget responsibility for your ... leading large service delivery teams? Do you have significant client and people management experience operating in a complex,...position that may be suited for you! As a Client Delivery Director, you will have primary responsibility for… more
- Wells Fargo (Fort Worth, TX)
- …tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with ... in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial … more
- Raymond James Financial, Inc. (Dallas, TX)
- …involvement, centers of influence and developing niches. + Manage full scope of client relationship by evaluating client financial needs, investment ... Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client... financial advice and counsel consistent with our client 's objectives, time horizon, and risk tolerance. AMP offers… more
- Discover (Houston, TX)
- …the day-to-day role to management. **How You'll Do It** + Regularly engages client financial institutions (in-person, via phone and email) and prospective ... market share and contribute toward the achievement of company's financial performance + Maintains client financial institution contact records in CRM tool.… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... to delivering exceptional client service. The Senior Client Service Associate reports directly to the Financial... Client Service Associate reports directly to the Financial Planner and manages the firm's client … more