- Raymond James Financial, Inc. (El Paso, TX)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic...With a high level of organization and accuracy, processes client financial transactions and financial … more
- Charles Schwab (Westlake, TX)
- …employees of our corporate clients to achieve their financial goals. Specifically, the SPS Client Services team plays a vital role in the delivery of our ... implementation through to ongoing administration of the plan. The Client Services team is expected to partner...for our corporate clients and their employees. As a ** Client Service manager** in SPS you will… more
- Bank of America (Fort Worth, TX)
- …level of proficiency with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult client ... integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives...industry + 1+ years of experience working in a client service capacity **Skills:** + Attention to… more
- Bank of America (San Antonio, TX)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… 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 ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Kingwood, TX)
- …knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + Connects ... This job is responsible for providing specialized and personalized service offering advice and guidance to financial ... financial advice and guidance that align with client financial goals and needs + Builds… 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 ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Dallas, TX)
- …needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client 's unique priorities + Presents potential ... up to and including termination. **Responsibilities:** + Provides specialized and personalized service offering advice and guidance to financial center clients… more
- Raymond James Financial, Inc. (Austin, TX)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more
- Nuveen Investments (Dallas, TX)
- …+ Physical Requirements: Sedentary Work **Career Level** 5IC Related Skills Client Financial Planning, Client Relationship Management, Consultative ... asset growth, applicable plan advice, referrals, voice of the client surveys and other goals ensuring a good ...world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than… more