- Bank of America (San Antonio, TX)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Raymond James Financial, Inc. (Dallas, TX)
- …portfolio losses while preserving client loyalty. + Provide a high level of client service with a strong focus remaining on what's best for their personal ... Become trained and skilled to effectively and efficiently function in the Financial Advisor role: + Develop client pipeline by prospecting, networking, community… more
- NTT America, Inc. (Dallas, TX)
- …responsible for managing the relationships with all leaders within a financial services client . Build relationships, maintain current business, and grow business ... forward-thinking organization, apply now. We are currently seeking a Client Partner/Exec with Financial Services in Dallas...This person develops working relationships with leaders within the client , becomes a trusted advisor , and helps… more
- Principal Financial Group (Houston, TX)
- …integrate with CRM and planning systems. + Guide UI development for seamless client - advisor interactions across chat, video, and co-browsing experiences. + Build ... maintain software solutions that support wealth management platforms and client -facing applications specifically for our advising and servicing platform, enabling… more
- World Insurance Associates, LLC. (Houston, TX)
- …services , and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... World Insurance Associates ("World") is a unique financial services organization with a global network of brokers..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Edward Jones (Dallas, TX)
- …to provide an optimal branch and client experience + Deliver excellent service by proactively anticipating Financial Advisor and client needs and ... them are the measure of everything we do. And Service and Operations divisions are at the center of...by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax… more
- First National Bank of Omaha (Plano, TX)
- …and third-party referrals, growing relationships with new and existing customers. + Client Relationship Management: Serve as a trusted advisor , offering ... wealth preservation and long-term goals. + Solution Identification: Recognize and transform client needs into relevant product and service offerings, expanding … more
- Kelly Services (Georgetown, TX)
- Kelly is hiring internally for a 2nd shift Talent Advisor to work onsite at a premier client in Georgetown, TX! Our Talent Advisor is accountable for: ... Maintain balancing operational efficiency and delivering the highest quality services to meet the customer needs. Essential Skills: Proficient...you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to… more
- First National Bank of Omaha (Frisco, TX)
- …and third-party referrals, growing relationships with new and existing customers. + ** Client Relationship Management:** Serve as a trusted advisor , offering ... preservation and long-term goals. + **Solution Identification:** Recognize and transform client needs into relevant product and service offerings, expanding… more
- NTT America, Inc. (Plano, TX)
- …sales, delivery, and product teams to craft compelling proposals and presentations. + ** Client Engagement:** + Serve as a trusted advisor to C-level ... organization, apply now. We are currently seeking a Tech Sales Solutions Strategic Advisor to join our team in Plano, Texas (US-TX), United States (US). We… more