- 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
- 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
- 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
- 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
- Truist (Webster, 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
- CVS Health (Austin, TX)
- …and answering questions in a rapidly changing environment. + Experience reading client contracts and interpreting financial terms and schedules. + Ability ... with heart, each and every day. **Position Summary** As a Senior Analyst, Financial Operations - Performance Reporting, you will have responsibility for a full range… more
- Mass Markets (Dallas, TX)
- POSITION OVERVIEW FINANCIAL SERVICES REPRESENTATIVE (PART-TIME) We are hiring customer service representative to support inbound and outbound customer ... service projects for Finacial Services clients. We are seeking qualified professionals who will...document call resolution in appropriate systems + Strictly follow client process for handling financial issues and… more