- Raymond James Financial, Inc. (Fort Worth, TX)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... **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
- Bank of America (Dallas, TX)
- Registered Wealth Management Client Associate Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/ Registered -Wealth-Management- Client - Associate \_25045505-1) **Job Description:** Merrill Wealth… more
- TIAA (Frisco, TX)
- …coalition of champions. This is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing ... career destinations including sales, learning, talent management and finance. Every TIAA associate receives the benefits they need to achieve the same financial… more
- Veterans Affairs, Veterans Health Administration (Dallas, TX)
- …level quality improvement processes and initiatives. - Provides excellent customer service according to ICARE values. - Executes position responsibilities that ... be tested will be denied employment with VA. Selective Service Registration is required for males born after 12/31/1959....level degree in Nursing may have opportunity to become registered as a nurse with a state licensing board… more
- Vanguard (Dallas, TX)
- …experience to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative. At Vanguard, we believe in supporting our ... supported when they call in to Vanguard. As a Client Service Excellence Representative, you will: +...to continuously build your financial knowledge. + High school, associate degree, or bachelor's degree. + This job requires… more
- TIAA (Frisco, TX)
- …Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under ... advisory team in overall book management strategy. + Provides client service and sales support as a...forms for accuracy. + Performs registered and non- registered activities related to identifying client needs… more
- Huntington National Bank (Dallas, TX)
- …Capstone Partners' Financial Advisory Services (FAS) team is looking for an experienced associate to help clients in a range of situations. As an associate ... + Utilizing Microsoft Excel, PowerPoint, and other business applications to create client deliverables. + Performing research and developing pitch deck support by… more
- Compass Group, North America (Fort Worth, TX)
- Quantum + We are hiring immediately for full time ** SERVICE TECHNICIAN** positions. + **Location** : Quantum - 5005 Blue Mound Road Forth Worth, TX 76110 _Note: ... in 30 states, we offer a collaborative, accountable work environment where innovation and client satisfaction are at the core of everything we do. As a member of… more
- Olsson (Dallas, TX)
- …all team operations including staff management, financial performance, project quality, and client service . This position establishes goals and objectives for ... team, focuses on employee development and mentoring, and oversees client service management. This role presents the...area preferred. In lieu of a bachelor's degree, an associate degree with equivalent experience is required. + Minimum… more
- PNC (Fort Worth, TX)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … more
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