- Aaron's Inc (Garland, TX)
- ** Customer Accounts Advisor ** **Hiring Range...customers are 100% satisfied with the product. As a Customer Account Advisor , you will build ... also eligible for incentive pay based on performance._** Aaron's Customer Account Advisors serve as coaches to...life. **The Work** + Attainment and upkeep of customers' accounts including maintaining updated customer information in… more
- Infinite Electronics International, Inc (Lewisville, TX)
- …that will deliver solutions for the world. We are seeking a results-driven, Key Account Advisor to help accelerate sales growth across a defined portfolio of ... existing customer accounts . You will execute structured, proactive...central to our goal of expanding share-of-wallet within key customer segments - driving both account performance… more
- Hartford Steam Boiler Inspection and Insurance Company (Dallas, TX)
- Advisor Senior, Refining **Company** HSB Solomon **Location** Dallas , United States Solomon Associates, a subsidiary of Hartford Steam Boiler and MunichRe, is ... seeking candidates for a Senior Refining Advisor position to work in a dynamic, fast-paced business...Partner** + Serves as Client Partner for assigned client accounts and is the client relationship manager and trusted… more
- Bank of America (Dallas, TX)
- …one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus ... Financial Solutions Advisor Registration Candidate- Stage I-Consumer Investments- Greater DFW...make an impact. Join us! As a **Financial Solutions Advisor Stage I (FSA I)** , your journey begins… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …process and procedures and FINRA, NASAA, SEC regulations + Conduct review of accounts to communicate account status, explain activities and inform clients of ... services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or… more
- Enterprise Mobility (Dallas, TX)
- …Enterprise Mobility is excited to announce the opening of an Automotive Service Advisor ! The Service Advisor will primarily be responsible applying their ... reviewing orders for scheduled as well as unscheduled repairs. The Service Advisor recommends proper maintenance intervals, repair procedures, and pricing to ensure… more
- First National Bank of Omaha (Plano, TX)
- …to change based on business needs. **Summary of the Job:** The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of ... customers. + Client Relationship Management: Serve as a trusted advisor , offering personalized investment guidance and comprehensive financial planning solutions.… more
- James Perse Los Angeles (Dallas, TX)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR HIGHLAND PARK LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... sales. They will set the example in areas of customer service excellence, adherence to visual merchandising standards, and...In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the… more
- Fiserv (Frisco, TX)
- …on a global scale, come make a difference at Fiserv. **Job Title** Product Management - Advisor l **What does a successful Product Management - Advisor I do at ... Fiserv?** A successful Product Management - Advisor I at Fiserv provides vital support and technical...data-driven solutions, all while maintaining a keen understanding of customer requirements and the competitive landscape. **What you will… more
- Comerica (Dallas, TX)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of ... acumen and peer relationships, negotiate, have innovative management, are customer focused, and drive for results.Position Responsibilities:Sales Management Achieve… more
- First National Bank of Omaha (Plano, TX)
- …customers. + **Client Relationship Management:** Serve as a trusted advisor , offering personalized investment guidance and comprehensive financial planning ... for clients' needs. + **Team Collaboration:** Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency. + **Community… more
- Raymond James Financial, Inc. (Frisco, TX)
- …identify investment opportunities and solutions for clients. * Opens, transfers, and closes customer accounts . * Maintains appropriate account records while ... Responsibilities:** Become trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as a team candidate, the team will… more
- Adecco US, Inc. (Dallas, TX)
- **Financial Aid Advisor :** Are you a mission-driven professional with experience in higher education financial aid? Are you passionate about helping students change ... their lives through education? We are seeking a **Financial Aid Advisor ** to join our dynamic team! We are celebrating **35 years** of helping students launch… more
- PNC (Dallas, TX)
- …and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments, you may be based in Austin, Dallas, Fort Worth, Houston, ... and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer … more
- Atria Wealth Solutions (Fort Worth, TX)
- …LP (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 ... as an organization over the years. As a Financial Advisor your responsibilities include, but are not limited to,...not limited to, the following: + Identifies and evaluates customer needs for financial services, assess the objectives and… more
- PNC (Dallas, TX)
- …and have an opportunity to contribute to the company's success. As a Product Advisor within PNC's Small Business Banking organization, you will be based in either ... through data gathering, which includes interviews and research. + Provides the customer perspective in the design, development and management of new or existing… more
- PNC (Dallas, TX)
- …to contribute to the company's success. As a Business Experience and Administration Advisor Senior within PNC's Data and Automation organization, you will be based ... and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer … more
- TEKsystems (Dallas, TX)
- …ACTIVE Health Insurance License Description The Licensed Virtual Benefit Advisor 's responsibilities include selling and enrolling retirees into appropriate insurance ... and assisting the retirees in selecting an appropriate plan for their needs. Customer service assistance is also offered within or outside of the sales process.… more
- Sedgwick (Dallas, TX)
- …Fortune Best Workplaces in Financial Services & Insurance IT Software Development Advisor **PRIMARY PURPOSE OF THE ROLE:** To develop, maintain, test and debug ... collaborative environment, who are driven to deliver great work, are customer -oriented and are naturally empathetic. **ESSENTIAL RESPONSIBLITIES MAY INCLUDE** +… more