- Aaron's Inc (Denton, 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
- 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
- Republic Services (Grand Prairie, TX)
- **POSITION SUMMARY:** The Senior Employee Relations Advisor is responsible for implementing proactive programs and procedures to maintain a positive work ... Acting as a trusted partner, the Senior Employee Relations Advisor helps minimize liability by providing expert advice on...vision coverage. * Health care and dependent care spending accounts . * Short- and long-term disability. * Life insurance… 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
- 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
- PNC (Dallas, TX)
- …contribute to the company's success. As a Business Experience Planning & Administration Advisor within PNC's SA Program Management organization, you will be based in ... and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer … 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
- 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
- Bank of America (Flower Mound, 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
- Aaron's Inc (Denton, 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
- Caterpillar, Inc. (Irving, TX)
- …solutions to complex customer accounts problems.* Collaborates with the customer on large account activities and monitors customer satisfaction. + ... into financial business planning (ABP/RBM) process. + Manage corporate account contracts with assigned accounts , including loyalty...Trains others on the many aspects of managing existing customer accounts .* Teaches others how to use… 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
- Pegasystems (Fort Worth, TX)
- …a client can maximize license to drive business benefits + Penetrate new organizations/ accounts and radiate new business within existing customer base in ... Account Executive - Healthcare Job Category: Sales Location:...them to become more efficient, smarter, and most importantly customer centric. **Picture Yourself at Pega:** You will be… more
- Citigroup (Irving, TX)
- **Citi:** Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi ... technology groups on issues, and recommend solutions, install, and support customer exposure systems + Serve as advisor or coach to new or lower level analysts +… more
- Charles Schwab (Westlake, TX)
- …subject matter expertise on the following banking products and services: deposit accounts , online account management and bill pay, money movement, mobile ... you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You… more
- Kestra Financial (Fort Worth, TX)
- …to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong ... is critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities * Supports Lead Advisor of a large… more
- First Horizon Bank (Fort Worth, TX)
- …of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning, ... at location listed in job posting **Summary** Develops new customer prospects and business with commercial clients, with the...maximize portfolio revenue growth and asset quality. Manages complex accounts or has an assigned market region of a… more
- Black & Veatch (Fort Worth, TX)
- …relationships with Clients and Ecosystem Alliance Partners + Operate as the trusted advisor and thought partner to Client Account Managers (CAMs) to help ... needs and planned growth areas **Market Strategy** + Collaborate with Client Account Managers (CAMs), Client Segment Leaders, and Enterprise Evolution on Strategic … more