- Fidelity TalentSource LLC (Westlake, TX)
- …face of Fidelity in client negotiations, providing an outstanding customer experience for existing and prospective clients. As manager of the Large/Select ... and handling of pre-sale, competitive negotiations in support of sales and client experience goalsKeen knowledge of retirement and health plan products,… more
- The Hartford (Houston, TX)
- Client Advisor Priority Business - SA08DE...services. + Project support as directed by the assigned Manager Customer Experience (MCE). + Attends and ... Minimum 2 years of Disability and Life Group Benefit experience is preferred. + Strong knowledge of Group Insurance...Insurance License prior to being assigned BOB and maintain Client Advisor Role. Additional information: The Hartford… more
- Neuberger Berman (Dallas, TX)
- …NB Alternative products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives platform Provide clients, ... drive utilization and education of those solutions and satisfy client needs and objectives Travel frequently to various domestic...Candidate must have 10 + years of capital markets experience in either a sales, investment, or investor relations… more
- ADP (El Paso, TX)
- …service experience encouraging growth and promoting retention of valuable Advisor and Plan relationships. In addition to servicing issues and inquiries advisors ... responsibilities and service experiences throughout your day. As a result, your advisor and client satisfaction scores and productivity metrics are consistently… more
- Charles Schwab (Westlake, TX)
- …as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience . SWA's advice philosophy will empower you to use a vast ... and transform the finance industry together. As a Sr. Manager , Wealth Advisor within Schwab Wealth Advisory...of employment) + Five or more years of advisory experience **Preferred** **Qualifications** **:** + Five or more years… more
- Raymond James Financial, Inc. (The Woodlands, TX)
- …policies, mission, strategies, and compliance guidelines. **Skill in:** * Operating client relationship manager system and other required software applications ... learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next… more
- Ensono (Houston, TX)
- …knowledge across multiple Mainframe teams + Knowledge of DR planning and execution + Experience with client facing and Service Delivery communication acumen. + ... Mainframe Technical AdvisorRemote - United StatesJR010619 As a Technical Advisor you will be the Mainframe point of contact and lead technical resource for the … more
- Ensono (Houston, TX)
- …knowledge across multiple Mainframe teams + Knowledge of DR planning and execution + Experience with client facing and Service Delivery communication acumen. + ... Mainframe Technical AdvisorRemote - United StatesJR009910 As a Technical Advisor you will be the Mainframe point of contact and lead technical resource for the … more
- Comerica (Houston, TX)
- … you will be part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit, trust and ... the business development function. * Be viewed as an advisor by serving as a resource speaker for related... commitment and collect assets. * Effectively transition the client relationship to the relationship manager by… more
- Deloitte (Houston, TX)
- …participation in one or more practice initiatives + Connect with your support network ( Manager , Coach and On Boarding Advisor ) on a monthly basis The Ideal ... Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing...and financial processes, both to individual projects and to client accounts. Recruiting for this role ends on October… more
- Vanguard (Dallas, TX)
- …up for investors across the world. What it takes: + Minimum of five+ years advisory experience in a client facing role + Extensive client service ... that starts with you. As a Senior CFP Financial Advisor , you'll develop tailored strategies that will help our...experience ; managing an ongoing book of business + Client Relationship Management mastery + Be a positive, resilient… more
- Indorama Ventures (Houston, TX)
- …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 and support...consideration Quality, Legality and Food Safety (if applicable) and client needs on Indorama's family of products and services.… more
- HCA Healthcare (Corpus Christi, TX)
- …in a customer service, healthcare office, hospitality, retail sales or client manager role + Previous call center experience preferably in a healthcare ... from 6pm-9pm EST** Are you passionate about the patient experience ? At HCA Healthcare, we are committed to caring...like family! Jump-start your career as a Patient Services Advisor today with Parallon. **Benefits** Parallon, offers a total… more
- HCA Healthcare (Houston, TX)
- …in a customer service, healthcare office, hospitality, retail sales or client manager role** + **Previous call center experience preferably in a healthcare ... hours volunteering in our communities. As a Customer Service Advisor with Parallon you can be a part of...nature of the issue** + **Create a positive patient experience through actively listening, understanding, ensuring timely resolution or… more
- Atria Wealth Solutions (Plano, TX)
- …(CFS) , in its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the ... member until the account is closed. As a Financial Advisor your responsibilities include, but are not limited to,...investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager… more
- Atria Wealth Solutions (Fort Worth, TX)
- …(CFS) , in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort ... as an organization over the years. As a Financial Advisor your responsibilities include, but are not limited to,...investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager… more
- Atria Wealth Solutions (Houston, TX)
- CUSO Financial Services, LP (CFS) is seeking a Financial Advisor ideally located in the Houston, TX area to work remotely and provide investment services for members ... more than 75,000 members and assets exceeding $1 Billion. As a Financial Advisor your responsibilities include, but are not limited to, the following: + Identifies… more
- PNC (Houston, TX)
- …Grows and retains an investment and insurance book of business. Owns the client experience , efficiently handling sales and service, identifying sales and/or ... to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based in... loyalty and share of wallet through an exceptional client experience . Applies product and procedural knowledge… more
- Acosta Group (Austin, TX)
- …and innovative technology that helps improve their lives. **Position Overview** Our Beauty Advisor will represent our client , Dyson, and their premium line of ... **Beauty Advisor - Dyson** Location**TX - AUSTIN-NORTH** **Are you...be a part of our winning sales team to experience Dyson, where style meets engineering excellence!** We are… more
- Livingston International (TX)
- Regulatory Advisor Join Livingston and grow your career in the constantly changing world of international trade. Livingston is a market leader offering customs ... Time Location: REMOTE - USA JOB SUMMARY The Regulatory Advisor is responsible for managing internal compliance with focus...clients with their inquiries or requests; troubleshoot and resolve client 's issues in a timely manner and escalate complex… more
