- ADP (El Paso, TX)
- ADP is hiring a **Senior Client Service - Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement opportunities ... to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and...your specific team or role, you will be providing support using phone, email, or chat-based communication. To thrive… more
- Truist (Fort Worth, TX)
- …Plume Road, Fort Worth, Texas. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support ... a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of… more
- Raymond James Financial, Inc. (Dallas, TX)
- …Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a ... dynamic Registered Client Service Associate who is a motivated, detail oriented and...role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients… more
- Raymond James Financial, Inc. (Boerne, TX)
- …Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a ... dynamic Client Service Associate who is a motivated, detail oriented and...role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients… more
- Deloitte (Austin, TX)
- …will end on 6/30/2025. Responsibilities/Here is What You Will Do: Deal Desk Support , Contracting and Negotiations + Assist with deal desk and contract review ... activities. Support our sales team with deal and contract structuring,...legal, finance and delivery to act as a strategic advisor to help manage deal flow and to optimize… more
- Thrivent Financial (Austin, TX)
- The Market Director is a key area leader to help drive growth through advisor teams and future team leaders to serve Thrivent's clients. The Market Director should ... for talent to fit across channels. + Maintain consistent recruiting pipeline to support the market capacity growth and total sales objectives through advisor … more
- Concentrix (Laredo, TX)
- …the Internet depending upon client requirements. This position provides customer service support and resolution of non-routine problems regarding client's ... Job Title: Customer Service Representative (On-Site) Job Description The Advisor...calls and/or via the web. This position provides customer service support and resolution of routine problems… more
- Capital One (Plano, TX)
- Manager, Compliance Capital One is looking for a Manager to support the Auto Finance division in Plano serving as a Dealer-Originations Sales Compliance Advisor . ... a seat at the table but a meaningful and welcomed voice. The Manager Compliance Advisor will counsel the business directly on adherence to law in the delivery of… more
- Capital One (Plano, TX)
- Manager, Compliance The Compliance Advisor Manager performs a key risk management role (second line of defense), to help ensure corporate initiatives and lines of ... While working within the Compliance Management Program framework, the Compliance Advisor Manager is responsible for delivering quality results, providing compliance… more
- Edward Jones (Navasota, TX)
- …long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. ... are two or three people, and in a Client Support Team Professional role, you are a critical member...critical member of that team along with the financial advisor . You are the first voice a client hears… more