- Publicis Groupe (Irving, TX)
- …the organization. This role also provides significant exposure to various departments (sales, client services , delivery) and senior leadership, which can lead to ... Make an Impact** This role is for a Senior Advisor , Client Engagement professional who will serve...between clients and Epsilon's teams, ensuring successful product and service delivery! This person will lead a matrixed, cross-functional… more
- Bank of America (The Woodlands, TX)
- …Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP ... Advisor Development Program Client Associate: Greater...WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key… more
- ADP (El Paso, TX)
- …ability to communicate ADP's value proposition within a continuous learning environment; The Advisor Client Service Specialist is responsible for developing ... client related inquiries with a concentration in RS Advisor Services for generalist and prospecting advisors;...the direct service contact for retirement plan services . The Advisor Service Representative… more
- Tiffany & Co. (Fort Worth, TX)
- …experience (ie hospitality, etc.). + Strong communication skills, both verbal and written, Client service skills and the ability to prioritize while balancing ... of embodying the Tiffany brand in each and every Client interaction during the holiday season. Our seasonal Team...with the goal of positively impacting both sales and service . + Assist with engraving station where applicable. +… more
- Regions Bank (Houston, TX)
- …the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships. **Primary Responsibilities** ... + Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors… more
- Regions Bank (Houston, TX)
- …the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships. **Primary Responsibilities** ... + Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors… more
- World Insurance Associates, LLC. (Houston, TX)
- …Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor . + Creates complete carrier submission and submits + ... Overview World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and...and payroll & HR solutions. Position Summary The Senior Client Manager independently serves as the primary service… more
- Bank of America (Dallas, 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
- Bank of America (Dallas, 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. (The Woodlands, 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