- Truist (Houston, 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 ... assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL...and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site… more
- Citigroup (Houston, TX)
- The Client Service Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... while maintaining high client satisfaction. + Proactively arrange and participate in client visits and perform service quality check-in calls to clients. +… more
- Bank of America (Houston, TX)
- …a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP ... WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key...success. + **Grow your business knowledge** by using a defined consultative approach to systematically identify client … more
- Truist (Arlington, TX)
- …Specific activities may change from time to time. 1. Deliver care through exceptional client service and create a differentiating client experience while ... and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site...division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units,… more
- UMB Bank (Austin, TX)
- …testing, and industry standards required + Good written/verbal communication, organization and client service skills required + Ability to provide unparallelled ... **RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client...program; an associate emergency fund; and various associate banking benefits . Benefit offerings and eligibility requirements vary.… more
- Grant Thornton (Dallas, TX)
- …that make you, well, you. For an overview of our benefit offerings, please visit: https://www.grantthornton.com/careers/rewards-and- benefits + Benefits ... Grant Thornton is seeking a Client Relationship Executive (Director) to join the team...generating new business opportunities for Grant Thornton across all service lines within a specific geographic market and designated… more
- PNC (Austin, TX)
- …have an opportunity to contribute to the company's success. As a Premier Client Banker Sales Manager within PNC's Wealth Management organization, you will be based ... business results and customer experience goals. May have direct sales and client responsibilities. Oversees the execution of strategy. + Leads and coordinates the… more
- Cengage Group (Houston, TX)
- …responsible for guiding new corporate clients through post-contract onboarding processes and managing client succes and service delivery from end to end through ... their authentic selves to work. We achieve these priorities through inclusive programs, benefits , and initiatives that are integrated into the fabric of how we work… more
- PennyMac (Plano, TX)
- …sponsorships To learn more about our benefits visit: https://pennymacnews.page.link/ benefits For residents with state required benefit information, ... homeownership through the complete mortgage journey. A Typical Day The Senior Client Support Specialist - Third Party Origination provides advanced customer facing… more
- MetLife (Dallas, TX)
- …between the client and internal MetLife teams. * Provides exceptional customer service to support ongoing customer delivery and client satisfaction. * Leads ... world's leading financial services companies, providing insurance, annuities, employee benefits , and asset management to individual and institutional customers.… more
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