- Citigroup (Irving, TX)
- …services , including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services , and wealth management. As a ... services , including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services , and wealth management. As a… more
- Marex (Dallas, TX)
- …- Clients are at the heart of our business, with superior execution and superb client service the foundation of the firm. We respect our clients and always ... The Group provides comprehensive breadth and depth of coverage across four core services : Market Making, Clearing, Hedging and Investment Solutions and Agency… more
- Citigroup (Irving, TX)
- …services , including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services , and wealth management. As a ... services , including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services , and wealth management. As a… more
- Truist (College Station, TX)
- …and insurance services . Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions . Following is a ... range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should...but is not limited to, the delivery of excellent client service behaviors, support of the Truist… more
- Bank of America (Fort Worth, TX)
- …and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis … more
- Truist (Houston, TX)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... solutions . Leverage the Truist referral network to generate client acquisition, and exercise an emerging ability to network...specialists and IRM partners who are designated to support client service and business development efforts (eg… more
- Citigroup (Irving, TX)
- …services , including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services , and wealth management. As a ... services , including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services , and wealth management. As a… more
- JPMorgan Chase (Plano, TX)
- …within J. P. Morgan Wealth Management, you will oversee a team of investment Client Service Professionals dedicated to providing exceptional service to ... deliver on the Affluent Service Model. + Lead a passion for our Client First culture, ensuring a flawless best-in-class client experience and helping to… more
- Bank of America (Dallas, TX)
- …in sales practices and broader market and industry conditions as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + ... Services in order to design and deliver financial solutions to clients and prospects + Leads and facilitates...negotiating with a team of bank associates to solve client problems. + Securities Industry Essentials (SIE),… more
- Comerica (Houston, TX)
- … client needs, biases and objectives. Assess opportunities and determine alternatives and solutions to meet client needs. Obtain client commitment and ... navigating internal territory concerns by finding the best solution for the client ; orchestrating the appropriate providers; and addressing service issues where… more