- Fidelity TalentSource LLC (Westlake, TX)
- …digital engagement experiences? Are you ready to develop cutting edge, best-in-class digital client and advisor experiences crucial to the success of PI's ... Product Area. We support a unified vision of a seamless associate and client experience where service needs are seamlessly automated, integrated, and managed.… more
- Fidelity TalentSource LLC (Westlake, TX)
- …three phases within the program: Licensing, training, and supporting financial advisor investment product inquiriesPro-active client engagement to initiate new ... part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high...prepare and expose you to many facets of financial services and investment products. If you love working with… more
- Fidelity TalentSource LLC (Westlake, TX)
- …located across the United States who own the contractual framework for client trust and recordkeeping service agreements with large/select plan sponsors. ... while managing a team of professionals that negotiate diverse types of service and transactional documents with our employee benefit prospects and clients. You… more
- Fidelity TalentSource LLC (The Woodlands, TX)
- …tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can ... Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless… more
- Highwire Public Relations (Dallas, TX)
- …advisor .Own and drive a cornerstone in the agency (excellent careers, superb client service , strong financials, improved operations and tools aka smooth ... - 2M in account revenue as most senior, strategic client counsel.Consistently produce a coherent strategy for clients and...to expand the scope of work or bring new services to clients.Identify and lead pitch to bring in… more
- Fidelity TalentSource LLC (Westlake, TX)
- …of established investment policies and guidelines.Support new and existing advisor and donor relationships though consultative and solution-oriented discussions with ... with management to identify and implement opportunities to improve service quality and operating efficiency, optimize costs, and mitigate operational… more
- MultiPlan (Irving, TX)
- …we strive to bend the cost curve in healthcare for all. Our dedication to service excellence extends to all of our stakeholders - internal and external - driving us ... for executing and maturing the program. JOB RESPONSIBILITIES:1. Serve as a trusted advisor and subject matter expert, providing IT risk management services to… more
- Bank of America (Dallas, TX)
- Private Client Advisor II Dallas, Texas **Job...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
- 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
- Bank of America (Austin, TX)
- Private Client Advisor II Austin, Texas **Job...array of Private Bank and the bank's capabilities and services to meet specific client needs. Job ... **Job Description:** This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve… more
- JPMorgan Chase (Dallas, 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
- The Hartford (Houston, TX)
- Client Advisor Priority Business - SA08DE...the Customer Solutions Center (CSC) and delegate follow-up to Client or Service Consultants ( service ... Life & Health Insurance License prior to being assigned BOB and maintain Client Advisor Role. Additional information: The Hartford offers paid training. *Must… 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
- World Insurance Associates, LLC. (Plano, TX)
- …World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local ... insurance lines, surety and bonding, employee benefits, financial and retirement services , and human capital management solutions. Our rapid growth and market… more
- Hendrick Automotive Company (Austin, TX)
- …o 3-5 years o 5+ years Education/Experience: Prior sales and/or customer service experience desired. Certificates and Licenses: √ Valid Driver's License o Automobile ... Salesperson License Computer Skills: Intermediate knowledge of Microsoft Office products. Intermediate ability to learn web applications for customer management. Communication Skills: Ability to understand and follow instructions. Ability to communicate… 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
- Regions Bank (Tyler, TX)
- …the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships. **Primary Responsibilities** ... + Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors… more
- Truist (Arlington, TX)
- …empowerment to approve transactions up to $10,000. 2. Deliver care through exceptional client service and distinctive client experiences while providing ... unexpressed client needs. 5. Educate and inform clients about self- service options available through various technologies to enhance their personal banking… more
- ADP (El Paso, TX)
- ADP is hiring an Advisor Service Representative + _Do you thrive in a fast-paced environment?_ + _Are you a natural at building strong relationships with your ... an essential component to the success of ADPRS. The Advisor Service Representative role serves as the...SUCCEED IN THIS ROLE:** _Requirements_ + 2+ years of Client Service and/or Financial/Banking/401K/Benefits experience. + Exceptional… more
