- 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
- PNC (Mansfield, 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
- Charles Schwab (Westlake, TX)
- …Series 63/65 or 66 required + Bachelor's degree required. + Minimum of 5 years financial services experience in addition to 2 years Financial Planning ... to effectively communicate complex topics to clients. + Strong client services skills and ability to anticipate...and systems in order to proactively identify solutions to client financial needs. + Strong analytical skills… more
- NetApp (Addison, TX)
- …will lead the charge in expanding NetApp's footprint within one of our largest US-based financial services clients. You'll operate as a key member of a dedicated ... **Position Summary** We are seeking a high-performing, results-driven **Sales Client Executive - Financial Industry (Sales Rep... services (SaaS, IaaS, PaaS)** -preferably within the ** financial services or banking sector** . +… more
- WTW (Houston, TX)
- **Description** Do you have a passion for leading large service delivery teams? Do you have significant client and people management experience operating in a ... address any quality concerns. Promote quality standards and processes throughout all client teams. + Financial management: overall budget responsibility for your… more
- Raymond James Financial, Inc. (Dallas, TX)
- …involvement, centers of influence and developing niches. + Manage full scope of client relationship by evaluating client financial needs, investment ... Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client...client loyalty. + Provide a high level of client service with a strong focus remaining… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... service . The Senior Client Service Associate reports directly to the Financial ...business-related field preferred. + 5+ years of experience in financial services , with a solid understanding of… more
- Bank of America (The Woodlands, TX)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations ... in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team,… more
- Bank of America (Galveston, TX)
- …**Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Bi-lingual Spanish speaking ... acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions to help… more