- Truist (Dallas, TX)
- …(United States of America) **Please review the following job description:** Provides in-office client and advisor support interfacing with our affluent ... Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience. 2. Knowledge… more
- Bank of America (Dallas, TX)
- Private Client Advisor II Dallas, Texas **To...of Private Bank and Bank of America capabilities and services , to meet specific client needs. Retention ... external network to achieve business development goals. The Private Client Advisor leads the client ...of Private Bank and Bank of America capabilities and services , to meet specific client needs. Retention… more
- S&P Global (Dallas, TX)
- …for this role. Automotive OEM experience is preferred. + Position as a Client Advisor , leveraging automotive data to provide actionable insights and drive ... to sales, marketing and the aftermarket. **The Team** The Client Advisor Team at S&P Global Mobility...Global solutions. **Responsibilities and Impact** + Serve as primary client point-person to promote and support S&P… more
- JPMorgan Chase (Plano, TX)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you...offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support… more
- JPMorgan Chase (Fort Worth, TX)
- …leading wealth managers by delivering private market solutions. As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity ... team member investors through financial intermediaries. You will promote financial advisor engagement across various channels and promote the firm's investment… more
- UMB Bank (Dallas, TX)
- **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer ... on the development of a participant education program to support the client 's objectives. Facilitate or deliver...industry standards required + Good written/verbal communication, organization and client service skills required + Ability to… more
- Charles Schwab (Westlake, TX)
- …in providing superior customer service while being detail-oriented. A successful Advisor Services Cost Basis Specialist loves to learn and excels in ... firm and meet their goals. **What you'll do:** The Advisor Services Cost Basis Team services...may include: + Answer in-bound calls from Advisors, AS Service and Alliance representatives + Respond to client… more
- Tiffany & Co. (Dallas, TX)
- …the critical position of supporting Tiffany clients who choose to contact the team for support and advice. The Client Advisor is responsible for delivering ... to deliver the Tiffany Experience to each and every client and Tiffany is committed to creating an organization...creating an organization that recognizes and rewards excellence in service of this promise. For us, it is a… more
- Charles Schwab (Westlake, TX)
- …work to define, develop and launch new initiatives and enhance existing offers in support of Advisor Services ' strategic objectives. The Investment Product ... with a focus on the three distinct experiences: TAMP, advisor and client . This role will involve...cross-enterprise. Key partners include those across Advisor Services , including Sales, Business Development, Service , Strategy,… more
- Tiffany & Co. (Dallas, TX)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to… more
- Charles Schwab (Westlake, TX)
- …the United States on a** **full-time basis without employer sponsorship.** Schwab Advisor Services , the industry leader of custodial, operational, trading, ... All while observing strong judgment in negotiations. + Schwab Advisor Services has set out to challenge...+ Drive - you demonstrate ability to deliver excellent client service and sales results + Initiative… more
- Charles Schwab (Westlake, TX)
- …the United States on a full-time basis without employer sponsorship.** Schwab Advisor Services , the industry leader of custodial, operational, trading, product, ... for identifying new assets and revenue opportunities. + Schwab Advisor Services has set out to challenge...self-starter; and have a shown ability to deliver excellent client service with the ability to anticipate… more
- Edward Jones (Carrollton, 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
- Bank of America (Mckinney, 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 - Greater DFW Area Cross...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Bank of America (Grand Prairie, 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 - Fortworth Area Arlington, Texas;Mansfield,...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Optiv (Fort Worth, TX)
- …elevate client satisfaction and operational efficiency._ _The_ _Cyber Operations Advisor believes and lives the Cyber Operations guiding principles:_ + Deliver ... contracts, and service descriptions to ensure accuracy and alignment with client needs + Recognize and recommend cross-sell and up-sell opportunitiesacross AFC … more
- Broadcom (Plano, TX)
- …the benefits of Broadcom's solutions and specifically how our solutions will support the client 's technical and functional requirements. + Provide technical ... are seeking a highly skilled and experienced mainframe Solution Advisor to join our team, specifically focused on our...we are dedicated to providing our clients with top-notch service and expertise. In this role, you will play… more
- Bank of America (Carrollton, TX)
- …previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, ... borrowing and banking to recommend alternative or additional financial services that best align with the client 's...service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** You will be a part of Schwab Advisor Services ' Business Consulting and Educations (BCE) team. The BCE team creates and delivers ... Their needs are unique, and we offer individual guidance, support , and tools for advisors at every stage of...as well as defining their desired firm and end client experience. You will share insights, ideas and best… more
- Kelly Services (Irving, TX)
- …Talent Advisor /Recruiter** **is accountable for:** + Providing onsite, front line support to both the employees and the client , ensuring excellence in ... a global reach. + Managing and executing strategies to drive employee and client engagement, acting as the guardian of the customer's processes and contracts while… more