- Charles Schwab (Westlake, TX)
- …ourselves in providing superior customer service while being detail-oriented. A successful Advisor Services Cost Basis Specialist loves to learn ... firm and meet their goals. **What you'll do:** The Advisor Services Cost Basis...may include: + Answer in-bound calls from Advisors, AS Service and Alliance representatives + Respond to client and… more
- Charles Schwab (Westlake, TX)
- …needs and supporting both their business and client goals through collaborative relationships. The Advisor Services Cost Basis Team supports Schwab ... to work on site in the specified location(s)._ Schwab Advisor Custody and Trading (ACT) provides custodial, operational, and...advisors with tax, cost basis , and statement inquiries. Daily duties include responding to… more
- Edward Jones (North Richland Hills, TX)
- …reflective of their performance. **What characteristics would make you a successful financial advisor ?** + An interest in financial services /markets and how they ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k… more
- HCA Healthcare (Fort Worth, TX)
- …to be a part of our team. **Job Summary and Qualifications** The Customer Service Advisor handles account inquiries via inbound and outbound calls from patients, ... organization that invests in you as a Patient Customer Advisor ? At Parallon, you come first. HCA Healthcare has...include: + Comprehensive medical coverage that covers many common services at no cost or for a… more
- Edward Jones (Fort Worth, TX)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...administrator to help you run your branch. World-class products, services and support. And the stability of a firm… more
- Truist (Fort Worth, TX)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of...delivery of a broad range of wealth products and services to high net worth individuals. Following is a… more
- Amazon (Fort Worth, TX)
- …change and drive strategic decision-making. Establish yourself as a trusted advisor who balances safety excellence with operational demands. Oversee recordkeeping, ... responsibilities in WHS and/or environmental programs in manufacturing, production, or service operations - 3+ years of increasing responsibilities in people and… more