- Bank of America (Austin, TX)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- JPMorgan Chase (Arlington, TX)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer...goals-based planning and advice + A valid and active Series 7 + A valid and active Series… more
- Edward Jones (Dallas, TX)
- …effectively collaborating with key stakeholders, to provide an optimal branch and client experience + Deliver excellent service by proactively anticipating ... center of the center.** Here at Edward Jones the client is our single focus and our relationships with...them are the measure of everything we do. And Service and Operations divisions are at the center of… more
- JPMorgan Chase (Southlake, TX)
- **Short Description** As a Private Client Banker, you are the point of contact for a select group of Chase's clients as well as customers in the Branch. **Posting ... tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main...of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a… more
- Cardinal Health (Lewisville, TX)
- …methods. + Demonstrates appropriate interpersonal skills to manage and deliver exceptional customer service . + Talk clients through a series of actions, either ... **_What IT Client Support contributes to Cardinal Health_** IT ...hardware and software. + Address user tickets within documented service levels + Diagnose and troubleshoot technical issues, including… more
- PNC (San Antonio, TX)
- …on details - Experienced in preparing detailed business plans with focus on client and prospect prioritization and targeting - Responsible for achieving personal and ... * Develops and executes an effective business plan with emphasis on new client development, client retention and increasing overall bond underwriting business… more
- ADP (Dallas, TX)
- …**(can be obtained after being hired into the role)** + 1+ year of Client Service /Customer Service or Finance/Banking experience + Strong and proven ... Services Representative is a licensed Retirement professional responsible for providing exceptional service to the employees of ADP Retirement Service 's clients.… more
- Kestra Financial (Cypress, TX)
- …+ Supports Lead Advisor of a large book of business, including managing client needs regarding service , asset allocation, case design, and financial planning ... wealth planning firm in Cypress, Texas, is seeking an Associate/ Service Wealth Advisor for a great opportunity for the...and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Requirements… more
- Wells Fargo (Austin, TX)
- …based on customers' needs + Analyze tactical business challenges related to full- service banking experience to emerging affluent and high-value customers + Present ... recommendations for resolving inquiries and service requests regarding customers' accounts + Open and ...Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or… more
- Citigroup (San Antonio, TX)
- …+ Exceptional critical thinking / problem solving skills to immediately address escalated client issues + Superior client service proficiency including ... The Wealth Service Escalation Specialist is considered a subject matter...and clients, they handle escalated customer inquiries and ensures client requests/problem resolution is handled promptly and seamlessly. The… more