- ManpowerGroup (Dallas, TX)
- …Levels) **Location:** Hybrid - Charlotte, NC **Industry:** Fortune 100 Financial Institution **Contract Duration:** 12-24 Months **Start Date:** ASAP **Openings:** ... and Senior SQL Data Engineers** to support the expansion of a leading financial institution's technology team. This division plays a pivotal role in building and… more
- Bank of America (Dallas, TX)
- …demanding environment. + A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met ... and managing client relationships to considering a client 's complex financial picture and guiding them...+ Managing a portfolio of clients by providing exceptional client care with industry leading products, services ,… more
- Beemac Logistics (Houston, TX)
- …+ As a successful CSM, you will act as a business owner, entrepreneur and customer service specialist determined to build your own book of business by being the ... sales or industry experience will be considered. + Previous sales or customer service experience preferred. + Must possess the qualities of an entrepreneur with… 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, ... Planner and other team members to ensure seamless client support and accurate financial reporting. Responsibilities:... consultation files in collaboration with the Data Input Specialist for annual meetings. * Support the Financial… more
- Regions Bank (Plano, TX)
- …and products to help meet customer goals and offer in-depth guidance through Financial Planning services + Identifies and follow up on all opportunities ... date **Preferences** + Bachelor's degree + Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist + Two (2) years… more
- ADP (El Paso, TX)
- … Manager.** Manages the day to day activities of a 401(K) client services team to ensure delivery of optimal service . Typically manages 4-5 401(k) ... receive accurate, professional and timely responses to inquiries/issues. Ensures seamless client service through regular interfaces with internal business… more
- Truist (Houston, TX)
- …2. 2 years of sales support (analyst, specialist ) or servicing of financial or treasury products and/or services **Preferred Qualifications:** 1. 1 year or ... for consultative sales of Treasury Solutions (TS) products and services to assigned client group (ie, Corporate...more of phone based sales experience in financial or treasury products 2. 1 year or more… more
- Deloitte (Austin, TX)
- …estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently involve asset management, venture capital, ... Busy Season? You've earned your stripes as a tax specialist and tapped into the world of cutting-edge tax...activities, recruiting, and process and technology innovation. + Identify service opportunities, manage client accounts, and advance… more
- Verint Systems, Inc. (Austin, TX)
- …The Services Director ("Director") is responsible for supporting the delivery of services and ensuring the development of new client work for clients within ... with all levels of leadership to create strategies, tools & solutions for Verint's service offerings. + Responsible to sell services on a quarterly and annual… more
- Bank of America (Forney, TX)
- …knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + Connects ... requirement, has previously held the role of: + Home Service Specialist II, Lending Client ...financial alternatives. + Knowledge of banking products and services . + Solid time management skills and the ability… more