- Aaron's Inc (Hurst, TX)
- …is also eligible for incentive pay based on performance.** ** Customer Accounts Advisor ** Aaron's Customer Account Advisors serve as coaches to our ... customers are 100% satisfied with the product. As a Customer Account Advisor , you will...life. **The Work** + Attainment and upkeep of customers' accounts including maintaining updated customer information in… more
- Valvoline (Saginaw, TX)
- **What You'll Do:** As a Customer Service Advisor , you are often the first and last face our customers see. You will create lasting impressions and build loyal ... online university + Medical and prescription drug coverage - with Health Savings Account contributions + Dental, vision, and 401(k) retirement savings plans - 100%… more
- Fannie Mae (Plano, TX)
- …* Review and provide advice on customer relationships across business units and/or customer accounts , and strive to do what's right for our customers. * ... IMPACT YOU WILL MAKE* The Multifamily Customer Engagement - Customer and Partner Management - Advisor role will offer you the flexibility to make each day… 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
- NTT DATA North America (Plano, TX)
- …adaptable, and forward-thinking organization, apply now. We are currently seeking an ** Advisor Relations, Senior Director** to join our Client Growth team. This role ... actions. **Job Responsibilities Include** : + Develop and execute a regional advisor influence program that effectively positions NTT DATA capabilities with the… 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
- SAP (Allen, TX)
- …benefit options for you to choose from. **What you'll do** : As the Solution Advisor (SA), you will be the go-to person for any solution or product questions within ... sales cycle, from identifying target customers and opportunities to post-sale customer support. Additionally, you will assist customers in expanding their current… 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
- First National Bank of Omaha (Frisco, 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
- Fiserv (Frisco, TX)
- …**Job Title** Product Management Analyst **What does a successful Product Management - Advisor I do at Fiserv?** A successful Product Management - Advisor ... and derive data-driven solutions, all while maintaining a keen understanding of customer requirements and the competitive landscape. **What you will do:** + Ensure… more
- PNC (Fort Worth, 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
- Sedgwick (Fort Worth, 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
- DriveTime (Fort Worth, TX)
- …Monitor and ensure regular follow up on all loan repayment agreements and analyze all customer accounts , Oversee all overdue accounts with help of automate ... to make needed payments. + Effectively navigate multiple systems to review account information, process payments and accurately notate accounts regarding… more
- Bank of America (Denton, TX)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... Financial Solutions Advisor - Consumer Investments - Mid-Cities DFW Area Fort Worth, Texas;Irving, Texas; Irving, Texas; Irving, Texas; Flower Mound, Texas; Fort… more
- Sedgwick (Fort Worth, TX)
- …to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Professional Liability (A&E, D&O, EPL) Will focus on miscellaneous professional ... and to manage the total claim costs while providing high levels of customer service. **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Analyzes and processes complex or… more
- Aaron's Inc (Hurst, TX)
- …a great career journey. Here's one possible path with us: **Delivery Driver** **>** ** Customer Accounts Advisor ** **>** **Sales Manager** **>** ** Customer ... Accounts Manager** **>** **General Manager** **The Details** **What You Need:** * Solid communication skills * Working knowledge of electronics * Desire to help customers **What You'll Do:** + Load, secure and protect merchandise + Offload, install and… more
- MongoDB (Dallas, TX)
- …to leadership on key signals within MongoDB Atlas that indicate healthy or unhealthy customer accounts ; as our product evolves, we'll need to be constantly ... will have** + 9+ years experience working in a Customer Success, Account Management, Client Services or...this role you will:** + Work as a strategic advisor to your customer providing them with… more
- Palo Alto Networks (Plano, TX)
- …customers achieve operational excellence by fully adopting and optimizing new features. ** Customer Impact:** + Be a strategic advisor , influencing key ... you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees,...to name a few! **Your Career** As a Senior Customer Success Engineer (Sr. CSE) at Palo Alto Networks,… more