- Vanguard (Dallas, TX)
- …all investors, to treat them fairly, and to give them the best chance for investment success." Our Client Service Excellence Center associates fulfill our ... Are you ready to help us redefine what exceptional client service looks like? Join our team...you have a passion for helping others, building your client services skillset, and giving every investor… more
- Oracle (Austin, TX)
- …**Commercial, Real-World Evidence (RWE), Clinical, Regulatory, and Safety research services ** within pharmaceutical and biotechnology organizations. This role is ... for identifying, developing, and closing complex, large-scale engagements by aligning client needs with integrated research, consulting, and data solutions. The… more
- ADP (El Paso, TX)
- …Retirement Services supports. As the Retirement Services Representative frequently discusses and educates on investment company products and ... **Retirement Services Representative (401k)** **Position Summary:** The...being hired into the role)** + 1+ year of Client Service /Customer Service or Finance/Banking… more
- Bank of America (Fort Worth, TX)
- Financial Services Representative - Retirement and Benefits Chandler, Arizona;Fort Worth, Texas; Pennington, New Jersey **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Financial- Services - Representative Retirement-and-Benefits\_25048628-2) **Job Description:** Merrill Wealth Management… more
- Truist (Dallas, TX)
- …Support Specialist; trust, investment , banking or financial planning-related client service experience, or equivalent outside experience. 2. Knowledge ... Provides in-office client and advisor support interfacing with our affluent investment clients and centers of influence. Provide essential investment support… more
- CBRE (Grandfalls, TX)
- Bilingual Customer Service Representative (French/ English) - Remote within Canada Job ID 249975 Posted 19-Dec-2025 Service line GWS Segment Role type ... fast-paced, service -driven environment? As a Bilingual Customer Service Representative , you'll be the first point...part of the global leader in commercial real estate services and investment that helps businesses and… more
- Oracle (Austin, TX)
- …services to strategic Hospitality and Travel customers. As the CSS Sales Representative , you'll be responsible for closing service engagements within a ... located in the West will be given priority consideration. Oracle Customer Success Services helps customers achieve both IT and financial goals by focusing on the… more
- Charles Schwab (Westlake, TX)
- …United States on a full-time basis without employer sponsorship.** **Personal Choice Investment Services ** (PCIS) Participant Services works directly with ... calls, emails, chat, and letters. This position is responsible for answering all client service and trading inquiries, as well as complex transactions and… more
- Oracle (Austin, TX)
- **Job Description** Oracle Customer Success Services (CSS) is an organization of 10,000+ employees that supports over 6,000 companies around the world. We are ... their IT environment and make the most of their investment in Oracle technology. Primary job duty is to...technology. Primary job duty is to sell Customer Success Services offerings to prospective and existing customers. Offerings included… more
- Truist (Houston, TX)
- …job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services to ... suite as well as floating rate and F/X, private wealth, insurance and other services . Senior investment banking professionals are also expected to serve the… more