- CVS Health (Austin, TX)
- …deliverables ( client invoicing, service warranty) as well as client financial projects, initiatives and other financial matters related ... formed to address a current knowledge gap between the client and rebate/ financial and reporting operations. This...team will position CVS Health as a leader in client satisfaction and service in the PBM… more
- Raymond James Financial, Inc. (The Woodlands, 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...client loyalty. + Provide a high level of client service with a strong focus remaining… more
- Brink's (Austin, TX)
- …business strategy, and experience in negotiations + Experience working in or with financial services companies preferred, including at a retail commercial bank ... cash and valuables management, digital retail solutions, and ATM managed services . Our customers include financial institutions, retailers, government agencies,… more
- Bank of America (Dallas, TX)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- Bank of America (Round Rock, TX)
- …Industry Essentials (SIE) + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Speaks Spanish **Skills:** + ... acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions to help… more
- Bank of America (Mansfield, TX)
- …**Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** * Advisory * Account ... acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions to help… more
- Bank of America (Cross Roads, TX)
- …**Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** * Advisory * Account ... acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions to help… 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 ... service . The Senior Client Service Associate reports directly to the Financial ...business-related field preferred. + 5+ years of experience in financial services , with a solid understanding of… more
- Bank of America (Houston, TX)
- …demanding environment. + A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met ... and managing client relationships to considering a client 's complex financial picture and guiding them...+ Managing a portfolio of clients by providing exceptional client care with industry leading products, services ,… more
- Edward Jones (Dallas, TX)
- …qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products ... Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward… more