- James Perse Los Angeles (Dallas, TX)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR HIGHLAND PARK LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... and operational standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the store and staff,… more
- JPMorgan Chase (Grand Prairie, TX)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Tiffany & Co. (Fort Worth, TX)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- Truist (Dallas, TX)
- …3. More than 5 years of credit experience 4. Successful experience as a client advisor with proven results **General Description of Available Benefits for ... practices through the development and retention of long term, profitable client relationships. Typically manages a portfolio of medical physicans or attorneys… more
- Hartford Steam Boiler Inspection and Insurance Company (Dallas, TX)
- …Solutions Delivery team focused on Solomon's global advisory business. The Senior Advisor will be responsible for client engagement, project management, ... collaboration with other team members. In this role, the candidate will work as a client -facing advisor , an advisor to other client teams, and as a… more
- Bank of America (Fort Worth, TX)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill… more
- Cognizant (Dallas, TX)
- …right team and lead account planning across the account team. . Serve as a trusted client advisor . . Create a solid business network within the client and ... Cognizant Technology Solutions is currently seeking a Client Relationship Manager who will contribute toward building trusted advisor relationships, commercial… more
- First Horizon Bank (Dallas, TX)
- …then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships ... to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients,… more
- Raymond James Financial, Inc. (Dallas, TX)
- …Become trained and skilled to effectively and efficiently function in the Financial Advisor role: + Develop client pipeline by prospecting, networking, community ... and support to prepare trainees for a successful career as a Financial Advisor . Raymond James advisors provide sound financial advice and counsel consistent with our… more
- Truist (Fort Worth, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... routine client correspondence and perform maintenance of client records. 5. Manage the financial advisor 's...of client records. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing… more
- First National Bank of Omaha (Plano, TX)
- …and third-party referrals, growing relationships with new and existing customers. + Client Relationship Management: Serve as a trusted advisor , offering ... solutions for clients' needs. + Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency. +… more
- First National Bank of Omaha (Plano, TX)
- …and third-party referrals, growing relationships with new and existing customers. + ** Client Relationship Management:** Serve as a trusted advisor , offering ... solutions for clients' needs. + **Team Collaboration:** Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency. +… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal ... to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business...needs and complexity + Provide investment industry expertise to client investment consultations and servicing of life insurance and… more
- IBM (Dallas, TX)
- …technical and professional expertise** * Serve as a technical leader and client advisor on Salesforce strategy, architecture, and implementation projects. * ... This individual will serve as a senior leader and client -facing expert who drives the successful delivery of large-scale...This individual will serve as a senior leader and client -facing expert who drives the successful delivery of large-scale… more
- Bank of America (Dallas, TX)
- …business partners and clients. The Credit Manager (CM) is aligned with the Private Client Advisor (PCA) in their goal of developing new custom lending ... and debate issues and deliver accurate and consistent data *Create a client -centric culture with in-depth knowledge of clients, timely renewals and issue resolution,… more
- JPMorgan Chase (Plano, TX)
- …to managers and executive updates to business leaders; present program updates, advisor trends, and client outcomes to senior leadership. **Required ... Wealth Management team and play a crucial role in the Executive Office of Client Transfers. You'll lead the delivery, execution, and analysis of our client … more
- Bank of America (Dallas, TX)
- …internal money movement from banking deposit accounts as requested by the client 's financial advisor . Selects and executes moderately complex transaction ... established written guidelines and procedures + Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality… more
- SAP (Plano, TX)
- …Financial Accounting and Managerial Accounting solutions to act as a trusted client advisor ; Understand high-level business requirements and translate them into ... Position does require up to 60% domestic travel to various, unanticipated client sites nationwide to implement customer procured solutions. This position is eligible… more
- Truist (Dallas, TX)
- …market, and products 6. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives 7. Advanced analytical and ... America) **Please review the following job description:** Responsible for providing client coverage to institutional capital clients (private equity and family… more
- Charles Schwab (Westlake, TX)
- …large, complex, nationwide advisors over $10 Billion in assets under management. Premium Client Service Delivery: + Advisor and Donor onboarding support and ... distribution. + Developing and maintaining business partnerships across Schwab Advisor Services by providing charitable-specific training, reports out on growth… more