- Capital One (Plano, TX)
- …through consultative selling by: + Serving as the main point of contact for dealer customer service escalations + Providing high touch concierge service ... Assistant Relationship Manager As a member of the Dealer Sales Pod, the ARM is responsible to...to become the dealers point of contact for all service and execution needs. + Act as a support… more
- USAA (San Antonio, TX)
- …all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.… more
- Kestra Financial (San Antonio, TX)
- …business-related field preferred. + 5+ years of experience in financial services , with a solid understanding of broker- dealer operations and investment ... Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in...delivering exceptional client service . The Senior Client Service Associate reports directly to the Financial … more
- Atria Wealth Solutions (Fort Worth, TX)
- …level of performance and work ethic requiring minimum supervision CUSO Financial Services , LP (CFS) offers credit union members full- service financial ... Join a Winning Team! CUSO Financial Services , LP (CFS), in its...skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment… more
- Truist (Fort Worth, TX)
- …review the following job description:** Develop and manage new and existing Service Finance dealer client relationships in assigned territories. Produce ... Build and maintain strong dealer relationships providing a high level of customer service to consumers and Service Finance Dealer Clients by being… more
- Lincoln Financial (Austin, TX)
- …of 10+ years' experience as an attorney preferably either at a law firm or financial services company + Experience with the tax treatment of life and annuities ... contracts, prospectuses, policies, and proposals - Experience in a financial services /insurance organization is preferred - Demonstrated... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale… more
- Lincoln Financial (Austin, TX)
- …and service to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln ... **Manager, Compliance testing team** role in our Retirement Plan Services business line in our Fort Wayne office or...manage a team and processes for their assigned client service area(s) of responsibility. You will ensure good customer… more
- Lincoln Financial (Austin, TX)
- …and service to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln ... leveraging and applying knowledge to administer the data protection infrastructure and service portfolio. **What you'll be doing** + Responsible for the engineering… more
- Lincoln Financial (Austin, TX)
- …and service to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln ... complex securities research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment operations and… more
- Lincoln Financial (Austin, TX)
- …and service to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln ... bring on an **Account Manager** to our Retirement Plan Services business line to work from home or partially...you will work closely with our Relationship Managers, internal service team and intermediaries to provide first class … more