- Capgemini (Dallas, TX)
- Client Partner - Financial Services Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd like, where ... world. **Locations: Dallas TX / Raleigh NC** **Overview:** Capgemini's Financial Services Global Business Unit is seeking...Services Global Business Unit is seeking a seasoned Client Partner to lead strategic growth and delivery for… more
- Charles Schwab (Westlake, TX)
- …employees of our corporate clients to achieve their financial goals. Specifically, the SPS Client Services team plays a vital role in the delivery of our ... implementation through to ongoing administration of the plan. The Client Services team is expected to partner...for our corporate clients and their employees. As a ** Client Service manager** in SPS you will… more
- Bank of America (Fort Worth, TX)
- …level of proficiency with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult client ... integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives...industry + 1+ years of experience working in a client service capacity **Skills:** + Attention to… more
- Black & Veatch (San Antonio, 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 (San Antonio, 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 (Richardson, 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 (Fort Worth, 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 (Allen, 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. (Houston, 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
- PNC (Fort Worth, TX)
- …Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. ... Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or… more