- 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
- Valvoline (Lewisville, 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
- Amazon (Dallas, TX)
- …new solutions. Travel up to 30% may be possible. Key job responsibilities - Customer Advisor - Implement, and deploy state of the art machine learning solutions ... are technologists with expert level domain-specific knowledge. They can solve our customer 's most complex problems and scale their knowledge throughout our global… 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
- 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
- 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
- Travelers Insurance Company (Richardson, TX)
- …- $66,100.00 **Target Openings** 10 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor ... to make recommendations on additional products that best suit the customer 's needs, when appropriate. We value a consultative, relationship-focused approach and… 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 (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
- Santander US (Dallas, TX)
- EDD Risk & Reporting - Senior Advisor Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the financial ... AML investigations, SAR filing, enhanced due diligence processes, high-risk customer surveillance, special investigations, and OFAC compliance. The incumbent will… more
- PNC (Fort Worth, TX)
- …and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Hulen & Bellaire, Fort Worth, ... 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
- Bank of America (Plano, TX)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus ... Financial Solutions Advisor - Consumer Investments - East Dallas Tyler, Texas;Rowlett, Texas; Garland, Texas; Allen, Texas; Dallas, Texas; Rockwall, Texas; Tyler,… 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 (Fort Worth, 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 ... candidate will have** + 7+ years experience working in Customer Success, Account Management, Client Services or...this role you will:** + Work as a strategic advisor to your customer providing them with… more