- Fun Town RV (Waller, TX)
- …all parts orders required to complete repairs, orders and installs. + Communicate with internal staff. + Ability to focus and follow through on internal customer ... diploma or equivalent. + Strong computer skills. + Excellent customer service skills. + Excellent organizational/sequencing skills. + Excellent communication and… more
- Kestra Financial (Cypress, TX)
- An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/ Service Wealth Advisor for a great opportunity for the right person. ... This person will report to the Lead Advisor and be the primary contact for customer relationship...large book of business, including managing client needs regarding service , asset allocation, case design, and financial planning +… more
- Bank of America (Sugar Land, TX)
- …an advisor + Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The ... Merrill Financial Solutions Advisor : Houston Galleria Market Houston, Texas;Houston, Texas; Galveston,...licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were… more
- Bank of America (Katy, TX)
- …financial goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + ... Financial Solutions Advisor - Consumer Investments - West Houston Area...at least one year experience working in the financial service industry and/or a sales environment where goals were… more
- Edward Jones (Sugar Land, TX)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...**Can you see yourself ** + Delivering exceptional personalized service to ensure clients feel understood and informed +… more
- Wells Fargo (Sugar Land, TX)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Inframark, LLC (Katy, TX)
- …non-Netsuite entities to Adaptive as needed; roll forward NMC results deck and internal monthly financial review deck; share results slides with BU leaders and ... functions daily on FP&A-related work and act as an advisor as needed. **CapEx:** Prepare presentations for all CapEx...+ Strong preference for experience in a large, multi-market, multi- service company. + Strong verbal and written skills and… more