- Bank of America (Fort Worth, TX)
- …job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)...variety of products. This role is responsible for phone-based service to relationship role where the representative … more
- ADP (Dallas, TX)
- …**(can be obtained after being hired into the role)** + 1+ year of Client Service /Customer Service or Finance/Banking experience + Strong and proven ... within the organizations Retirement Services supports. As the Retirement Services Representative frequently discusses and educates on investment company products… more
- Bank of America (Fort Worth, TX)
- …contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client ... Financial Services Representative - Retirement and Benefits-Bilingual Spanish Fort Worth,...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- Principal Financial Group (Addison, TX)
- **What You'll Do** We are looking for a **Sales Representative ** in our Group Benefits area. In this role, you'll partner closely with the broker community ... disability, vision, critical illness). We also have an outstanding service team to partner with you and prioritize your...to partner with you and prioritize your brokers' and client 's needs! Here are a few examples of the… more
- Truist (Fort Worth, TX)
- …Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Charles Schwab (Westlake, TX)
- …including overnight and weekend availability. **Preferred qualifications** + Previous customer service experience + Previous client relationship experience + ... status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's...In this role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices.… more
- HUB International (Dallas, TX)
- …File Zilla or some other form of FTP software is a plus. + Interact with client representative or with employees of client as needed. Interaction may include ... broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650… more
- CBRE (Dallas, TX)
- Client Services Coordinator - Marketing Job ID 234235 Posted 18-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, ... Dallas - Texas - United States of America **About the Role:** As a Client Services Coordinator, you will be responsible for general administrative support to an… more
- CBRE (Dallas, TX)
- Client Services Coordinator Job ID 232726 Posted 11-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Marketing, Sales ... each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations… more
- Atria Wealth Solutions (Fort Worth, TX)
- … client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to ... plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative . + Remains visible to the… more
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