- Always Best Care Senior Services (Dallas, TX)
- …in home care industry who has a record of success with staff management and customer service . The Client Services Director must have recent management in the ... Client Services Director Description Always Best...federal, state, and local regulations and the agency's quality service standards. 2. Manages case load development ,… more
- Capital One (Plano, TX)
- …Director, Learning & Development - Line of Business Learning (Commercial & Financial Services ) **Overview:** At Capital One, guided by our shared values, we ... values the strategic learning partnership. The Director, Learning & Development : Commercial & Financial Services ...design + At least 5 years of experience in client consulting + At least 5 years of experience… more
- Morgan Stanley (Fort Worth, TX)
- *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated ... in developing a business plan and delivering against a client service model * Support the team's...Goal oriented, self-motivated and results driven * Knowledge of financial services products, including but not limited… more
- Raymond James Financial, Inc. (Frisco, TX)
- …60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client ... James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic...With a high level of organization and accuracy, processes client financial transactions and financial … more
- Capital One (Plano, TX)
- Plano 7 (31067), United States of America, Plano, Texas Client Development Manager **General Responsibilities:** As a Manager- Client Development at ... role, you will:** + Use strategic and analytical skills on project and product development in order to successfully bring new digital tools and products to the… more
- Mass Markets (Dallas, TX)
- …+ Associates Degree or higher is a plus + Relevant experience in banking or financial services is a plus + Experience with data-entry utilizing a computer - ... details + Accurately document call resolution in appropriate systems + Strictly follow client process for handling financial issues and inquiries + Comply with… more
- Sevan Multi-Site Solutions Inc (Fort Worth, TX)
- …results of the following: client satisfaction, team effectiveness, employee development , financial goals, quality and schedule. + Evaluate monthly program ... Project Executive, Construction Services Department:Construction Services Location:Fort Worth, TX...Manage program and project resourcing and staffing. + Managing client program to forecasted client profit targets.… more
- Truist (Dallas, TX)
- … development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and… more
- Guidehouse (Lewisville, TX)
- …of Operations and/or the Account Executive (AE), the **Delivery Executive, Hospital Patient Financial Services (PFS) Operations** , serves as the primary liaison ... a leadership role (preferably Director) in Revenue Cycle Management or Patient Financial Services + Experience leading, engaging global workforce resources +… more
- Bankers Life (Mckinney, TX)
- Financial Services Professional - Hybrid Experience Location: McKinney, TX, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job ... Life(R), one of the most respected companies in the Financial Services industry, is seeking ambitious individuals...backgrounds including, but not limited to, sales, athletics, military, client services , or client -facing roles.… more
- Sevan Multi-Site Solutions Inc (Dallas, TX)
- …and results of the following: client satisfaction, team effectiveness, employee development , financial goals, quality and schedule. + Development of ... Operations Director, Construction Services Department:Construction Services Location:Dallas, TX Sevan...to help develop new opportunities. + Evaluate monthly program financial performance. + Encourage employee growth by mentoring and… more
- CBRE (Dallas, TX)
- …within the defense sector. The selected candidate will lead the sales strategy, client cultivation and relationship, solution and proposal development for the ... and national levels and use this knowledge to identify upcoming opportunities for CBRE client solutions and services . + Ensure that CBRE receives all applicable… more
- Bank of America (Forney, TX)
- …demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met ... Advisor Development Program - Financial Solutions Advisor...and managing client relationships to considering a client 's complex financial picture and guiding them… more
- TIAA (Frisco, TX)
- …Series 7 + Series 65 & 63 (or 66) Related Skills Business Development , Client Service , Collaboration, Consultative Communication, Continuous Improvement ... Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under… more
- Capgemini (Dallas, TX)
- **Sales Executive - Financial Services Market (BPO)** **Scope of the role:** Leads the development of Sales strategies, solution proposal and deal closing ... practical application and experience selling in the US - Financial Services Markets o Track record of...Services Markets o Track record of success in client pursuits pivoted on analytics, automation and AI o… more
- Advatix, Inc. (Dallas, TX)
- Vice President, Client Solutions (Business Development ) Centralized Global Services / BPO Role Summary The Vice President of Client Solutions (Business ... leading our company growth by ensuring we solve high financial value problems for clients and enhancing client...contributor to business growth as a member of the Client Solutions (Business Development ) team, fostering close… more
- American Heart Association (Dallas, TX)
- …your career. The American Heart Association has an excellent opportunity for a ** Client Services Manager** for our **Corporate Relations** Operations. **This is ... year. + **Tuition Assistance** - We support the career development of all employees. This program provides financial... development of all employees. This program provides financial assistance to employees who wish to further their… more
- Deloitte (Dallas, TX)
- Deloitte Government & Public Services Risk & Financial Advisory Solution Analyst - US Delivery Center - Analytics Ready for an exciting, fast-paced career? Have ... and developing recommendations? As a Solution Analyst in Deloitte Risk & Financial Advisory, you'll have the opportunity to gain valuable hands-on experience working… more
- Mass Markets (Dallas, TX)
- POSITION OVERVIEW FINANCIAL SERVICES REPRESENTATIVE (FULL-TIME) We are hiring customer service representative to support inbound and outbound customer ... service projects for Finacial Services clients. We are seeking qualified professionals who will...document call resolution in appropriate systems + Strictly follow client process for handling financial issues and… more
- Allied Universal (Irving, TX)
- …or exceed operational goals by providing high-quality, professional, competent and committed service and an outstanding client and employee experience. To ... and guidance. **RESPONSIBILITIES:** + Set the direction, tone, and client -specific plan for achieving agreed-upon service levels...service image or brand + In-depth understanding of financial performance + Ability to work in a team-oriented… more