- SHI (Houston, TX)
- **Job Summary** The Client Advisor will focus on developing new business with existing customers and acquiring new customers across a focused Named Account List, ... composed of Fortune 1000 businesses. As a Client Advisor , you will primarily focus on driving conversations with technology C-levels in digital… more
- JPMorgan Chase (Houston, TX)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial… more
- Vaco (Houston, TX)
- …at all levels to preserve a culture of freedom and empowerment. **Find Your Freedom: Client Services Advisor ** + You will become a Consultative Advisor ... Interim CFOs, Controllers, Audit Managers, Tax and Sr. Accountants + Shared Services Integration + Acquisitions, Mergers, and Due Diligence + Software Implementation… more
- Ascensus (Houston, TX)
- …enable individuals with disabilities to perform these essential functions_ . + Provides client support and customer service on day-to-day issues with clients by ... May participate in final Sales presentations as well as prepare and facilitate client / advisor meetings when needed + Performs under pressure with minimal… more
- Bank of America (Houston, TX)
- …a difference. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Truist (Houston, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... report process, prepare routine client correspondence and perform maintenance of client records. 5. Manage the financial advisor 's calendar to maximize the… more
- HealthFitness (Houston, TX)
- …we invite you to explore this career opportunity. We are seeking a talented Ergonomic Advisor at our client site in Houston, TX! This key individual provides ... consultative services and strategies to assess and address employee health...business unit management and tie that back to the client 's overall objectives around injury prevention and ergonomics. This… more
- Truist (Houston, TX)
- …13. Submit and process certain operational requests as instructed by the financial advisor and/or client . These may include: funds distributions, deposits of ... business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- IBM (Houston, TX)
- …Technical and Professional Expertise + Storage market knowledge to be a trusted client advisor . + Deep Expertise of Storage Market required. + Bachelor's ... the most innovative and extensive portfolios of products and services to bring best in breed solutions to IBM's...Expertise + Storage market knowledge to be a trusted client advisor in addition to competitive market… more
- Navy Federal Credit Union (Houston, TX)
- …of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal Financial ... Overview To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst… more
- Acosta Group (Houston, 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 - Part Time** Location**TX - HOUSTON** **Are...primary care & Virtual urgent care + Discounted medical services (Diagnostics, lab, chiropractic, prescriptions) + Dental and Vision… more
- Raymond James Financial, Inc. (Houston, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic...With a high level of organization and accuracy, processes client financial transactions and financial advisor and… more
- City National Bank (Houston, TX)
- …to obtain + Think and act like a PM; stand in as the PM - team, client , and advisor facing; mindset of serving clients and advisors + Well-versed on CNR's ... the company's Wealth Management group, you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth… more
- Publicis Groupe (Houston, TX)
- …Skills & Experiences** + 5+ years of experience within energy and/or professional services + Experience working within client delivery engagements + Strong ... mindset and align with C level executives as a Strategic Trusted Advisor . + Understand the client 's culture, capabilities, team structure, decision-making… more
- Edward Jones (Houston, TX)
- …where you live. **SET** **What characteristics would make you a successful financial advisor ?** * An interest in financial services /markets and how they work ... the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client… more
- Edward Jones (Conroe, TX)
- …Support 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 ... them coming a mile away. You and your financial advisor are essential in working together to help your...Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences,… more
- Deloitte (Houston, TX)
- …Lifecycle Management Implementation - Senior Consultant - Lead Service Delivery Advisor Deloitte Discovery's Legal Business Services (LBS) teams provide a ... management consulting, information governance, contract lifecycle management, and technology-enabled services to our clients. Our professionals bring domain knowledge,… more
- Edward Jones (Houston, TX)
- …reflective of their performance. **What characteristics would make you a successful financial advisor ?** + An interest in financial services /markets and how they ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate… more
- Truist (Houston, TX)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...investment, trust and fiduciary services , and insurance services ) in a manner that promotes client … more
- Thrivent Financial (Houston, TX)
- Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor… more