- 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
- CIBC (Palisades, TX)
- … portfolio through relationship management, financial services support, and exceptional client service . As a Financial Advisor , you'll deliver on ... **Employment Type** Regular **Weekly Hours** 37.5 **Skills** Business Development, Client Service , Community Connections, Financial Advising, Investments,… more
- ADP (El Paso, TX)
- …connection with clients through service and consultation. Acts as the Retirement Services subject matter expert for the client and provides consultation to ... client satisfaction and retention. Works directly with the client or advisor and internal teams to...and strengthen client relationships. Works with assigned Client Service Manager and/or Relationship Manager to… more
- Truist (Houston, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... report process, prepare routine client correspondence and perform maintenance of client records. 5. Manage the financial advisor 's calendar to maximize the… more
- World Insurance Associates, LLC. (San Antonio, TX)
- …services , and payroll & HR solutions. Insurance Sales Producer - Personal 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
- Oracle (Austin, TX)
- …identify new stakeholders and expansion opportunities. + Act as a strategic advisor , addressing client needs, resolving issues, and identifying opportunities to ... **Commercial, Real-World Evidence (RWE), Clinical, Regulatory, and Safety research services ** within pharmaceutical and biotechnology organizations. This role is… more
- Charles Schwab (Westlake, TX)
- …both their business and client goals through collaborative relationships. The Advisor Services Cost Basis Team supports Schwab advisors with tax, cost ... to work on site in the specified location(s)._ Schwab Advisor Custody and Trading (ACT) provides custodial, operational, and...from Advisors, and internal business partners + Respond to client and service team requests received via… 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
- JPMorgan Chase (Plano, TX)
- …structured revenue-generating optimization efforts. As the ideal candidate, you are a proactive client advisor who can operate effectively in a digital first ... growth agenda. In this virtual role, you will focus on driving client retention, deepening wallet share, and supporting strategic growth objectives. Using data… more