- 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
- 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
- Xylem (Houston, TX)
- …role, the incumbent will drive differentiated customer experiences and utilize service knowledge to address customer's water distribution and asset management needs ... Flexible Time Off (FTO) for salaried positions, health, dental, vision, investment savings plan, and additional miscellaneous benefits. **CORE RESPONSIBILITIES:** To… more
- Charles Schwab (Austin, TX)
- …overnight and weekend availability. **Preferred qualifications ** + Previous customer service experience + Previous client relationship experience + Bachelor's ... 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
- CBRE (Dallas, TX)
- Client Success Manager Job ID 227274 Posted 02-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Property Management Location(s) ... for consistent service delivery. + Supports and monitors compliance with client requirements and CBRE Global Standards + Builds and maintains strong client… 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 Solutions Creative Lead Job ID 221396 Posted 23-May-2025 Service line Advisory Segment Role type Full-time Areas of Interest Property Management, Sales ... States of America **About The Role:** As a CBRE Client Solutions Creative Lead, you will be responsible for...and existing clients. **What You'll Do:** + Support the service line and management in the delivery of a… more
- CBRE (Dallas, TX)
- Client Consulting Sr. Director Job ID 228878 Posted 11-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Consulting Location(s) ... deep, sector-specific expertise, the experience gained through thousands of client engagements and unparalleled intelligence and technology to holistically diagnose… more
- CBRE (Austin, TX)
- Client Consulting Director/Sector Account Lead Job ID 229798 Posted 21-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Consulting, ... US - United States of America **About The Role:** As a CBRE Client Consulting Director/Sector Account Lead, you will lead consulting services to several high-profile… more