- CornerStone Staffing (Irving, TX)
- …shift between 7AM - 7PM Location: Irving, TX Job overview: Deliver exceptional client service in a high-volume production environment Manage assigned processes ... Now hiring an Operations Associate to assist with review of Financial Documents!...defined business procedures Adhere to all required company and client driven standards and/or Service Level Agreements… more
- Fidelity TalentSource LLC (Westlake, TX)
- …and acting as a client advocate throughout the Fidelity organization. Client Experience (CE) (Smithfield/ Westlake): provides service and operational support ... will require a bachelor's degreeThe ability to interpret sophisticated client requests and communicate clearlyOutstanding problem-solving ability and analytical… more
- Fidelity TalentSource LLC (Westlake, TX)
- …collaborative, cross-functional team committed to improving the value of our client experience within Fidelity's Institutional Client Experience Division (FI ... transfer of assets. Clients supported by this team include registered representatives/advisors and correspondent broker-dealer home offices. Your responsibilities… more
- Fidelity TalentSource LLC (Westlake, TX)
- …four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and ... learning.\u00A0We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don t need… more
- CornerStone Staffing (Dallas, TX)
- …during benefit investigations Monitor seasonal employee performance to ensure tasks meet client service level requirements Conduct daily monitoring of employee ... are dedicated to the healthcare field and committed to providing outstanding customer service ! If you have experience as a Healthcare Operations Team Lead, APPLY… more
- Morgan Stanley (Fort Worth, TX)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate * ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- Morgan Stanley (Dallas, TX)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Registered Client Service Associate **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Raymond James Financial, Inc. (Frisco, TX)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Truist (Dallas, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Wells Fargo (Dallas, TX)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...review when applicable + Utilize prior experience in the Registered Client Associate role to… more
- Bank of America (Frisco, TX)
- Registered Wealth Management Client Associate Frisco, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Veterans Affairs, Veterans Health Administration (Dallas, TX)
- Summary The primary purpose of the dedicated charge registered nurse is to function as a frontline leader within Veterans Affairs North Texas Health Care System ... staff performance, and collaborating with other health care and service providers to deliver safe and effective patient-centered care....level degree in Nursing may have opportunity to become registered as a nurse with a state licensing board… more
- Veterans Affairs, Veterans Health Administration (Dallas, TX)
- Summary The VA North Texas Health Care System is seeking a Registered Nurse to serve in the role of Nurse Manager (NM) for the Operating Room in Dallas, TX. The NM ... and/or holidays as patient care and needs of the service require. Should operational needs dictate, candidates must be...level degree in Nursing may have opportunity to become registered as a nurse with a state licensing board… more
- Wells Fargo (Fort Worth, TX)
- …is seeking a Senior Fiduciary Coordinator (Senior Trust Oil, Gas and Mineral Associate ) as part of Wealth and Investment Management. Learn more about the career ... Strategists and Fiduciary Specialists in the development and delivery of advice, client acquisition and relationship management + Provide services to clients by… more
- Bank of America (Dallas, TX)
- …ranch, timberland, oil & gas, private businesses. Partners closely with Private Bank relationship/ client managers in proactive client service and sales ... Oil and Gas Title Analyst - SAM Associate II Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives… more
- Wolters Kluwer (Dallas, TX)
- …within an assigned territory that currently do not have CT Corporation as their registered agent. You will report to the Associate Director, Sales - Financial ... by identifying organizations within assigned territory using competitors as registered agents; engage the client account at...services are initiated and delivered; ensure that the assigned Service Team is informed early in the sales cycle;… more
- Veterans Affairs, Veterans Health Administration (Dallas, TX)
- …/ procedures and ability to teach and enforce. May serve on the Nursing Service Policy and Procedure committee. Collaborate with the employee and Nurse Manager in ... and/or holidays as patient care and needs of the service require. Should operational needs dictate, candidates must be...level degree in Nursing may have opportunity to become registered as a nurse with a state licensing board… more
- PeopleReady (Dallas, TX)
- The CRR - AEC is responsible for providing support to the Associate Engagement Centers. By assisting with daily operations, this position advocates for the customer ... and associate experience. This position assists new associates with the...management and meet customer requests. * On occasion, complete client check-in for large projects and events. * Distribute… more
- Ross Stores, Inc. (Dallas, TX)
- …expectations\. Responsible for conducting Store Visits focused on people, customer service , store contribution, and adherence to shrink reduction initiatives\. This ... that district sales and profit goals are achieved while meeting Customer Service goals\. Responsible for recruiting, training and developing store management teams\.… more
- Ross Stores, Inc. (Dallas, TX)
- …investigations; partner with store/district leadership and Human Resources to address associate behavior and take corrective actions\. + Drive an impactful and ... including to engage in in\-person team interaction, meetings and collaboration, client support, mentoring, coaching, and/or feedback\. However, this role can perform… more
