- Bank of America (Tyler, TX)
- …will meet their needs. * Has a minimum six months of client service experience in financial services , retail sales or another results-driven environment. ... Financial Center Client Service ... Financial Center Client Service Rep. (part-time) Tyler, Texas;Tyler,...extended hours as needed. Desired Qualifications: * Experience in financial services and knowledge of financial… more
- Bank of America (Fort Worth, TX)
- Client Service Representative II Deposits - 2nd Shift Fort Worth, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... level of proficiency with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult client … more
- Ethos Veterinary Health (Austin, TX)
- …All employment is decided based on qualifications, competence, merit, and business need. Client Services , Client Service Representative, Receptionist, ... role is accountable for overseeing all operational aspects of Client Services at AVES, ensuring the consistent...+ Leads the planning, rollout, and implementation of innovative client service programs and recognition initiatives, aligning… more
- Black & Veatch (Fort Worth, TX)
- …clients. + **Business and financial literacy,** including a general understanding of client financial and risk drivers and key Black & Veatch metrics for ... to ensure exceptional client satisfaction. Actively participate in our Client Satisfaction Programs to continuously improve service delivery. + **Identify… more
- Bank of America (Plano, TX)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Prosper, TX)
- …knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + Connects ... This job is responsible for providing specialized and personalized service offering advice and guidance to financial ... financial advice and guidance that align with client financial goals and needs + Builds… more
- Bank of America (Temple, TX)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (El Paso, TX)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Raymond James Financial, Inc. (Dallas, TX)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more
- Bank of America (Austin, TX)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more