- Fiserv (Irving, TX)
- …difference at Fiserv. **Job Title** Client Service Analyst **What does a successful Client Service Advisor do at Fiserv?** As a Client Service Advisor ... Independent Sales Organizations (ISOs) and bank partners. Acting as a trusted advisor , product consultant, and industry expert, your role will be pivotal in… more
- Charles Schwab (Austin, TX)
- …the status quo" and transform the finance industry together. The Advisor Services division supports registered investment advisors (RIAs) with custody, trading, ... over $4 trillion of assets at Schwab. The Digital Advisor Solutions team within Advisor Services leads...role will be responsible for leading tech-enablement initiatives, application support efforts to bolster platform health as well as… more
- Thrivent Financial (Austin, TX)
- The Market Director is a key area leader to help drive growth through advisor teams and future team leaders to serve Thrivent's clients. The Market Director should ... for talent to fit across channels. + Maintain consistent recruiting pipeline to support the market capacity growth and total sales objectives through advisor … more
- Edward Jones (Spring Branch, TX)
- …long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. ... are two or three people, and in a Client Support Team Professional role, you are a critical member...critical member of that team along with the financial advisor . You are the first voice a client hears… more
- Capital One (Plano, TX)
- Manager, Compliance Capital One is looking for a Manager to support the Auto Finance division in Plano serving as a Dealer-Originations Sales Compliance Advisor . ... a seat at the table but a meaningful and welcomed voice. The Manager Compliance Advisor will counsel the business directly on adherence to law in the delivery of… more
- Capital One (Plano, TX)
- Manager, Compliance The Compliance Advisor Manager performs a key risk management role (second line of defense), to help ensure corporate initiatives and lines of ... While working within the Compliance Management Program framework, the Compliance Advisor Manager is responsible for delivering quality results, providing compliance… more
- Edward Jones (Fredericksburg, TX)
- …long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. ... are two or three people, and in a Client Support Team Professional role, you are a critical member...critical member of that team along with the financial advisor . You are the first voice a client hears… more
- Anywhere Real Estate (Spring, TX)
- …sales go smoothly and we retain their business through white glove service . + **Document processor:** Preparing loan documents for signing, including vesting ... to lender after signing and following up on funding conditions. + **Insightful advisor :** Reviewing the real estate purchase contract, making sure it is complete and… more
- JPMorgan Chase (Houston, TX)
- …team! As a Client Service Account Manager, within JP Morgan Payments Client Service , you will support a portfolio of eCommerce and Fintech clients by ... Service organization acts as a central point of resolution to support the client's business operations, identifies product/ service gaps and development… more
- Sharecare (Austin, TX)
- …everyone. To learn more, visit www.sharecare.com. **Job Summary:** The Center Support Services Manager is primarily responsible for maintaining effective internal ... support for contact center teams assigned to Sharecare Health...and using needs assessments + Attend to escalated customer service issues and ensure effective and long-term problem resolution… more