- JPMorgan Chase (Plano, TX)
- …capabilities and skills** + 3+ years of experience or equivalent expertise in managing client relationships within a financial services environment, with a ... Step into the role of a Client Service Associate within our Commercial...and skills** + Engage in strategic planning to align client services with organizational goals and … more
- Capgemini (Dallas, TX)
- … relationships and manage complex multi-dimensional engagements. You will lead teams of both client service , as well as others on multidisciplinary teams in a ... with senior executive level clients. You will focus on all aspects of client growth, relationship development, financial integrity and quality delivery and… more
- Bank of America (Houston, TX)
- …(63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...client requests and makes introductions to appropriate internal service providers based on client needs and… more
- Charles Schwab (Westlake, TX)
- …on specific steps to meet financial goals. + Providing exceptional on-going client support by handling day-to-day service requests via phone and email + ... active investing or managing banking and lending needs, Investor Services can help. The Financial Planner works...to effectively communicate complex topics to clients. + Strong client services skills and ability to anticipate… more
- PNC (Mcallen, TX)
- … opportunities by providing ideas and insights based on an understanding of the client 's needs and their financial well-being. Focuses on increasing client ... Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and… more
- Bank of America (Forney, 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 ...and makes referrals to appropriate internal partners based on client needs + Partners with financial center… more
- Edward Jones (Dallas, TX)
- …Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward ... planning and investment consultation group supporting the delivery of financial planning services and implementation through investment...Senior Planner will serve as a conduit between the financial advisor, client and the home office… more
- Truist (Dallas, TX)
- … that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and ... but is not limited to, the delivery of excellent client service behaviors, support of the Truist...a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2.… 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
- 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