- 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
- 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 ... acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions to help… more
- Edward Jones (Pearsall, TX)
- …would make you a successful financial advisor?** + An interest in financial services /markets and how they work + Love of learning and challenges, ... and business practices you need to succeed in our client -first business model. The new financial advisor...is strongly preferred or equivalent work-related experience within the securities/ financial services industry + Financial … more
- Bank of America (El Paso, TX)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations ... in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team,… more
- Thrivent Financial (Brenham, TX)
- …Order of office supplies and keep inventory of stock updated + Execute the Client Service Model (CSM) through appointment scheduling. + Perform other clerical ... Financial Group - an independent practice of Thrivent Financial . We're looking for a licensed, service -driven...a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the… more
- Charles Schwab (Westlake, TX)
- …administration, or related area; bachelor's degree is preferred. + 2+ year of customer service experience, preferably in financial services ; 1+ years of ... on site in the specified location(s)._ As a **International Client Service Associate** , you will ...general account servicing inquiries. We also complete document translation services for internal partners and service clients… more
- ADP (El Paso, TX)
- …with ADP clients and is the direct client contact for retirement plan services . The Client Service Manager is responsible for communicating with clients ... client pricing and profitability. + Responds to internal and external requests for financial , client service , and other reporting requirements. + Is able… more
- Zions Bancorporation (Houston, TX)
- …will play a key part in supporting relationship managers, ensuring exceptional client service , and helping drive business growth through operational excellence ... inquiries promptly and professionally. + Skilled in reviewing, processing, and auditing client documentation and financial information. + Strong analytical and… more
- NTT America, Inc. (Austin, TX)
- …and best practices for securing networks and systems. + Expertise in positioning our service offerings across Managed Services , Support Services , Consulting ... + Significant business acumen with the ability to conduct strategic client conversations involving financial metrics. + Proven problem-solving skills… more
- WTW (Dallas, TX)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... varying client complexity by working across different client profiles and roles, including leading clients' financial... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more