- Charles Schwab (Austin, TX)
- …relationship by applying a focused client communication strategy, and exceeding client expectations. + **Have a Defined Process:** Demonstrate your ability ... with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab's mass affluent ...difference in the finance industry. We offer a competitive benefits package that takes care of the whole you… more
- UL, LLC (Houston, TX)
- …other member of the sales team. + Lead proposals generation with a clearly defined scope and understanding of client required deliverables and establish a ... expectations. Support the proposal process continuous improvement. + Listen to client needs, introduce capabilities and team, and present solutions to potential… more
- Bank of America (Fort Worth, TX)
- …for servicing corporate-sponsored plans (ie, retirement and benefit plans, defined contribution, defined benefit , non-qualified deferred compensation, ... Financial Services Representative - Retirement and Benefits -Bilingual Spanish Fort Worth, Texas **To proceed with your application, you must be at least 18 years of… more
- TEKsystems (Richardson, TX)
- …Bachelor's degree nice to have * Working knowledge of health and welfare and/or defined benefit pension plans * Experience working in a call center environment ... After 30 days on assignment > pay rate increases Benefit Customer Service Representative - Non Bilingual The Role/Job...you will have the rewarding opportunity to help our client plan participants through the enrollment process and when… more
- WTW (Dallas, TX)
- …5 or more years' of calculation experience in administration of defined benefit plans, preferably gained in a benefits consulting environment; experience in ... exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity...also eligible for an annual short-term incentive bonus. **Company Benefits ** WTW provides a competitive benefit package… more
- TEKsystems (Richardson, TX)
- …Bachelor's degree nice to have + Working knowledge of health and welfare and/or defined benefit pension plans + Experience working in a call center environment ... Benefits Customer Service Representative Options for Remote or...Assignment Length: 3+ Month Contract The Role: As a Benefit Customer Service Representative, you will have the rewarding… more
- Bank of America (Beaumont, TX)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a...the full breadth of resources across the bank to benefit clients or prospects + Develops and grows a… more
- Truist (Fort Worth, TX)
- …on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation ... and work quality by delivering comprehensive, accurate and complete client deliverables consistent with UHNW level complexity and quality....and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site… more
- Truist (Dallas, TX)
- …on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation ... days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (https:// benefits .truist.com/) .… more
- Truist (Dallas, TX)
- …on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation ... days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (https:// benefits .truist.com/) .… more