- Neuberger Berman (Dallas, TX)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with ... the service , maintenance, and growth of the team's high-net-worth client...customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis… more
- Kestra Financial (Fort Worth, TX)
- …modeling, case design, scenario building, and plan and presentation development. Summary The Associate / Service Advisor reports to the Lead Advisor ... including investment processing as well as planning assistance. The associate will need high attention to detail as they...planning software * Learn the technical aspects of the advisor position and prepare to service clients… more
- Travelers Insurance Company (Richardson, TX)
- …customers to sell new business accounts on behalf of our valued agency partners. As an Associate Sales Advisor , you will become a trusted advisor for our ... do and where you do it. **Job Category** Customer Service , Operations, Sales **Compensation Overview** The annual base salary...products, and the sales culture to become a trusted advisor . + Build and maintain strong working relationships with… more
- Acosta Group (Lewisville, TX)
- **DESCRIPTION** The ** Associate Experience Advisor ** is a critical role in help shaping the associate experience at the Acosta Group. You will provide ... exceptional high-volume associate support while applying superior associate -focus, communication...associate first mindset with dedication to internal customer service and company culture + Strong verbal and written… more
- H&R Block (Fort Worth, TX)
- …and play, our door is always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office during tax season to consistently ... Execute and hold all tax office associates accountable to Service Standards execution and client service experience,...accountable to Service Standards execution and client service experience, with escalation to the Multi-Unit Team Leader… more
- The Estee Lauder Companies (Dallas, TX)
- …to demonstrate the ability to provide inspirational, authentic and personalized customer service ⁃ Ability to work retail hours including days, nights, weekends and ... expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical… more
- Lincoln Technical Institute (Grand Prairie, TX)
- …their education and achieve their career goals! Key Requirements for Financial Aid Advisor -- Continuing Students + Associate 's degree or equivalent combination ... Financial Aid Advisor /Continuing Students - Lincoln Tech - On-Site -...financial aid packaging and award creation + Excellent customer service and communication skills + Strong organizational and analytical… more
- Bank of America (Carrollton, TX)
- …In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate , Lending Client Support Manager, Lending ... Credit Solutions Advisor - Carrollton Carrollton, Texas **To proceed with...This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients… more
- UMB Bank (Dallas, TX)
- **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... standards required + Good written/verbal communication, organization and client service skills required + Ability to provide unparallelled customer experience… more
- The Goodyear Tire & Rubber Company (Frisco, TX)
- …#autojobs #automotivecareers #womentrades #diversityintech #skilledtrades #futureofwork Sales Associate , Customer Service Representative, Sales Representative, ... connect with a recruiter!** Just Tires is an automotive service provider that has a high focus on customer... innovation leader! **General Description:** As a Customer Sales Advisor , you will gain hands-on experience in one of… more
- Walmart (Keller, TX)
- …a Techie Leverages digital tools to plan for and drive sales improve the service experience and elevate associate engagement utilizing hand held technology and ... Be a Team Member Collaborates with team members to fulfil sales and service requests educating other associates on tools tasks resources and mentor new technicians… more
- Sedgwick (Fort Worth, TX)
- …to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor | Professional Liability | Remote This person will analyze professional ... case management within company standards, industry best practices and specific client service requirements; and to manage the total claim costs while providing high… more
- Columbia Bank (Addison, TX)
- Customer Care Advisor Wealth Management Addison, Texas **Description** **About Us:** At Columbia, we create a great place to work by offering a unique brand of ... for business. Together for better. **About the Role:** Provides outstanding customer service to individuals contacting the Bank, by phone,chator online, by resolving… more
- PNC (Fort Worth, TX)
- …of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or executing opportunities and making referrals to internal ... among branch staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve investment results. Shows… more
- H&R Block (Flower Mound, TX)
- …concisely via phone, email and chat + Experience utilizing effective customer service techniques + Analytical and problem-solving skills + Successful completion of ... well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being programs including mental health support and coaching + 401k… more
- Raymond James Financial, Inc. (Dallas, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting,...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Zurich NA (Addison, TX)
- …of service repair, auto technology, parts department, machinist, powersports technician, service management or service advisor + Strong communication and ... Service Contract Associate 128257 Zurich North America is hiring multiple Service Contract Associate 's to join our Vehicle Service Contract team! We… more
- IBM (Coppell, TX)
- **Introduction** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect to join our team and lead the practice in ... and responsibilities** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect...and IBM communities, establishing our firm as a trusted advisor in the SAP AI-driven testing space. * Incentive… more
- Capital One (Plano, TX)
- Sr. Manager, Associate Treasury Management Consultant Team Lead This role is a leadership opportunity with a dual mandate of driving associate development and ... Lead your role is to develop a group of Associate Treasury Management Consultants (ATMC) into our future Treasury...needs for key prospects and clients. As a trusted advisor and team leader, you will be instrumental in… more
- BlackRock (Dallas, TX)
- …preferred Client Management + 2+ years of experience in client management/ service as a financial consultant, auditor, investment advisor , or other ... **About this role** **Role Overview:** As a **FAIR Associate ** within the FAIR team, you will be...and manage multiple projects/ clients while maintaining excellent client service and on-time delivery For Dallas, TX Only the… more
