- Truist (Houston, 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
- Raymond James Financial, Inc. (Fort Worth, TX)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
- Deloitte (Dallas, TX)
- …government contracts + Familiarity with a matrix organizational structure + Professional services financial experience + Experience working with offshore and ... or similar quantitative subject + 1+ years of relevant financial analysis experience, preferably in a professional services...of experience with SAP Analysis for Office, SAP Business Client and other financial applications + 1+… more
- CIBC (Palisades, TX)
- …and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service . As a Financial ... St. **Employment Type** Regular **Weekly Hours** 37.5 **Skills** Business Development, Client Service , Community Connections, Financial Advising,… more
- WTW (Dallas, TX)
- …benefit programs including medical, dental, life, disability, etc. In partnership with Client Service colleagues, you will communicate FAA concepts, strategies ... varying client complexity by working across different client profiles + Leads clients' financial /actuarial engagements...calculating reserves + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- AON (Houston, TX)
- …and creatively. Position is multi-faceted centered on client services , broking, account management, analytics, QA/QC and financial responsibilities. ... and creatively. Position is multi-faceted centered on client services , broking, account management, analytics, QA/QC and financial responsibilities.… more
- Mass Markets (Dallas, TX)
- …+ Associates Degree or higher is a plus + Relevant experience in banking or financial services is a plus + Experience with data-entry utilizing a computer - ... POSITION OVERVIEW CUSTOMER SERVICE REPRESENTATIVE SUPPORTING COMMERCIAL AND PUBLIC SECTOR CLIENTS...document call resolution in appropriate systems + Strictly follow client process for handling financial issues and… more
- Bank of America (Baytown, TX)
- …needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client 's unique priorities + Presents potential ... up to and including termination. **Responsibilities:** + Provides specialized and personalized service offering advice and guidance to financial center clients… more
- Robert Half Finance & Accounting (Dallas, TX)
- …in Dallas, Texas. In this role, you will assist in delivering comprehensive financial planning services to clients, including tax planning, investment analysis, ... Financial Planner and other team members to ensure seamless client support and accurate financial reporting. Responsibilities: * Prepare and update client … more
- PNC (Dallas, TX)
- …Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. ... our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client 's unique...an investment and insurance book of business. Owns the client experience, efficiently handling sales and service ,… more