- Bank of America (Mckinney, TX)
- …**Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** * Advisory * Account ... acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions to help… more
- Bank of America (Fort Worth, TX)
- …strategies **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Learns and adapts to ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- CIBC (TX)
- …**Employment Type** Regular **Weekly Hours** 40 **Skills** Bank Products, Call Center, Client Service , Communication, Financial Products, Inbound Calls, Work ... a fast- paced Contact Center where you'll have meaningful client -focused conversations. As a Client Support Specialist,...the right products and solutions that will enable their financial success. You'll educate and assist clients using CIBC… more
- Bank of America (Dallas, TX)
- …demanding environment. + A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met ... and managing client relationships to considering a client 's complex financial picture and guiding them...+ Managing a portfolio of clients by providing exceptional client care with industry leading products, services ,… more
- MUFG (Irving, TX)
- …develops and implements operating policies and procedures across functions such as: client identification and due diligence, customer service and quality control ... actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading ...150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for… more
- Edward Jones (El Paso, TX)
- …qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products ... Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward… more
- Edward Jones (Temple, TX)
- …would make you a successful financial advisor?** + An interest in financial services /markets and how they work + Love of learning and challenges, ... and business practices you need to succeed in our client -first business model. The new financial advisor...is strongly preferred or equivalent work-related experience within the securities/ financial services industry + Financial … more
- WTW (TX)
- …to support client decisions + Partners with Global Delivery Centers and Client Service teams to deliver superior project management + Communicates complex ... Role** + Is an active member on multiple employer client teams providing financial analyses, outputs and...quality deliverables on time and within budget + Strong client service orientation and ability to respond… more
- WTW (Dallas, TX)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... varying client complexity by working across different client profiles and roles, including leading clients' financial... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- Truist (Fort Worth, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and… more
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