• Client Service Representative…

    Kestra Financial (Bellaire, TX)
    …communication skills * Ability to prioritize tasks and meet deadlines * Strong client service orientation * Outgoing, friendly personality a plus * Familiarity ... . Process distributions, Roth conversions, and other transactions. . Respond to client inquiries. . Scheduling meetings with clients. . Assist clients with website… more
    Kestra Financial (03/11/25)
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  • Paraplanner (Licensed)

    Thrivent Financial (CA)
    …of financial plans, investment research and analysis, and coordination of client service needs with team members. The Paraplanner reports to and is employed ... help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community… more
    Thrivent Financial (04/09/25)
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