- Bank of America (Houston, TX)
- Private Client Advisor Houston, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of… more
- JPMorgan Chase (Friendswood, TX)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial… more
- Gap Inc. (Houston, TX)
- …the BR journey as we create what's next. **About the Role** As a Banana Republic Client Advisor , you will create aspirational and on trend looks that enhance the ... understanding of designers, brands, and seasonal trends. As a Client Advisor , you will provide a superior...Advisor , you will provide a superior level of service through an inclusive environment that inspires brand loyalty… more
- Vaco (Houston, TX)
- …at all levels to preserve a culture of freedom and empowerment. **Find Your Freedom: Client Services Advisor ** + You will become a Consultative Advisor ... Interim CFOs, Controllers, Audit Managers, Tax and Sr. Accountants + Shared Services Integration + Acquisitions, Mergers, and Due Diligence + Software Implementation… more
- The Cigna Group (Houston, TX)
- **Summary** The Client & Health Plan Trend Analytics Product organization within the Sales & Provider Analytics is entrusted with key business relationships and ... in an iterative fashion + Experience in a healthcare client sales environment is preferred + Experience with Jira...obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps… more
- Truist (Houston, TX)
- …staff in support of establishing an extraordinarily high level of professionalism, client service and responsiveness. 9. Work within the existing audit, ... in support of establishing an extraordinarily high level of professionalism, client service and responsiveness. Preferred Qualifications: 1. Master's degree… more
- Bank of America (Houston, TX)
- …and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) ... Merrill Financial Solutions Advisor : Houston Galleria Market Houston, Texas;Houston, Texas; Galveston, Texas; Sugar Land, Texas; Lake Jackson, Texas **Job… more
- Bank of America (Houston, TX)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Truist (Houston, TX)
- …13. Submit and process certain operational requests as instructed by the financial advisor and/or client . These may include: funds distributions, deposits of ... business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Truist (Houston, TX)
- …1st shift (United States of America) **Please review the following job description:** Provides client and advisor support to a team of Wealth, Legal Specialty or ... with clients. The teammate will support workload management, and triage and delegate client and advisor operational requests to a virtual team. ESSENTIAL DUTIES… more
- Wells Fargo (Houston, TX)
- …and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related...review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- Raymond James Financial, Inc. (Houston, TX)
- …portfolio losses while preserving client loyalty. * Provide a high level of client service with a strong focus remaining on what's best for their personal ... present financial plans to clients, use of technology solutions designed for advisor efficiency, and building client portfolios. Wealth Management Associate… more
- Publicis Groupe (Houston, TX)
- …mindset and align with C level executives as a Strategic Trusted Advisor . + Understand the client 's culture, capabilities, team structure, decision-making ... obsession to accelerate our clients' businesses through designing the products and services their customers truly value. **Job Description** Publicis Sapient (PS), a… more
- Kestra Financial (Cypress, TX)
- An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/ Service Wealth Advisor for a great opportunity for the right person. ... and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor... of a large book of business, including managing client needs regarding service , asset allocation, case… more
- Bank of America (Pearland, TX)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate-Consumer Investments-Pearland Parkway, TX Pearland, Texas...* Managing a portfolio of clients by providing exceptional client care with industry leading products, services ,… more
- Indorama Ventures (Houston, TX)
- **Job Description** : Indorama Ventures- Indovinya is looking for a Senior Customer Service Advisor to join our team in The Woodlands, TX. The Senior Customer ... Service Advisor is responsible for delivering exceptional service ...client needs on Indorama's family of products and services . + Proactively communicate with planning, logistics, manufacturing, credit,… more
- Raymond James Financial, Inc. (Houston, TX)
- …goals for assets under management and required production. * Provides a high level of client service . * Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more
- Edward Jones (Cypress, TX)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... reflective of their performance. **What characteristics would make you a successful financial advisor ?** + An interest in financial services /markets and how they… more
- Truist (Houston, TX)
- …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering ... tolerance to determine which financial strategies and solutions best meet the client 's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- Ensono (Houston, TX)
- …Mainframe teams + Knowledge of DR planning and execution + Experience with client facing and Service Delivery communication acumen. + Experience with on-boarding ... Mainframe Technical AdvisorRemote - United StatesJR010619 As a Technical Advisor you will be the Mainframe point of contact and lead technical resource for the … more