- Flourish (Dallas, TX)
- …to preparing reporting to thinking strategically about how we can provide better service , more efficiently. You also love collecting client feedback and sharing ... and act as a key voice in improving the product. About the Role As a client support representative , you'll provide client support via phone, email and chat… more
- Ecruit (Fort Worth, TX)
- …Backgrounds: Sales Executive- Sales Associate-Sales Consultant-Customer Service Representative -Collections Agent-Brand Ambassador-Inside/Outside Sales-Sales ... Advisor-Telecommunications-Business Development Representative Best investment you can make in your future. A company who believes in their agents and… more
- Northwestern Mutual (Rockwall, TX)
- …Yello x WayUp (2022) 5.0+ million clients and growing2 $257 billion retail investment client assets held or managed by Northwestern Mutual3 Forbes' Best ... off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect...to prospect and network to build your business and client base Develop and execute on a business strategy… more
- Northwestern Mutual (Addison, TX)
- …your path to becoming a financial advisor, you start as a financial representative focused on client -building and obtaining licenses. Our award-winning training ... focuses on: Planning Experience *Asset & Income Protection *Education Funding * Investment & Advisory Services *Trust Services *Retirement Solutions *Business Needs… more
- SHELL FEDERAL CREDIT UNION (Pasadena, TX)
- …products. Create client summary letters or emails. May include summarizing investment balances and returns in advance of client meetings; summarizing ... and Responsibilities Consistently meet all Game Changer Commitments and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply with all… more
- Voya Financial Advisors (Dallas, TX)
- …necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and ... This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must… more
- 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
- Raymond James Financial, Inc. (Fort Worth, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… 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 throughout ... 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
