- Truist (Dallas, TX)
- …service that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and ... Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range of… more
- Robert Half Finance & Accounting (Dallas, TX)
- …with the Financial Planner and other team members to ensure seamless client support and accurate financial reporting. Responsibilities: * Prepare and update ... business units to optimize outcomes. * Participate in annual client meetings alongside the Financial Planner to discuss financial goals and progress.… more
- Truist (Houston, TX)
- …trust, mortgage, insurance, etc., using a team approach to deliver solutions to client 's financial needs and to enhance existing relationships. * Thrives in ... and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through… more
- Regions Bank (Houston, TX)
- … client needs using technical expertise + Performs perpetual discovery, assessing a client 's financial situation to retain & grow the client relationship, ... the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments… more
- Mass Markets (Dallas, TX)
- …details + Accurately document call resolution in appropriate systems + Strictly follow client process for handling financial issues and inquiries + Comply with ... POSITION OVERVIEW FINANCIAL SERVICES REPRESENTATIVE SUPPORTING COMMERCIAL AND PUBLIC SECTOR...effective call handling + Follow the processes of the Client program and perform all tasks in a courteous… more
- ADP (Dallas, TX)
- …Responsibility** . **RESPONSIBILITIES:** + Project manages work of several internal departments, client , financial advisors and client 's prior recordkeeper ... Services. + Failure to properly execute could cause significant financial impact to ADP and/or the client . **Key Client Account Manager:** + Key client… more
- Truist (Fort Worth, TX)
- …our risk management culture. This includes preserving the confidential nature of our client 's personal financial data and acquisition and sharing this data ... and systems. Will assist the wealth team members on the most complex financial , tax, legacy and estate planning matters including summarizing and evaluating complex … more
- Mass Markets (Dallas, TX)
- …details + Accurately document call resolution in appropriate systems + Strictly follow client process for handling financial issues and inquiries + Comply with ... POSITION OVERVIEW FINANCIAL SERVICES REPRESENTATIVE (FULL-TIME) We are hiring customer...effective call handling + Follow the processes of the Client program and perform all tasks in a courteous… more
- Truist (Dallas, TX)
- …all monies assigned. Deliver superior quality service, identifying and understanding the client 's financial needs. Cross-trained to support sales and service ... the following job description:** Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of… more
- ADP (El Paso, TX)
- …Responsibility** . **RESPONSIBILITIES:** + Project manages work of several internal departments, client , financial advisors and client 's prior recordkeeper ... Services. + Failure to properly execute could cause significant financial impact to ADP and/or the client . Preference will be given to candidates who have the… more
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