- Unknown (Dallas, TX)
- …fee-based RIA with an advisor -centric, fully remote culture. They offer a full- service W-2 support model and have a strong investment team that enhances ... for two key areas: Mergers & Acquisitions (M&A) and Advisor Team Recruitment. In the M&A capacity, the role...of contact to introduce the firm's culture, platform, and support model. The ideal candidate for this role at… more
- Unknown (Dallas, TX)
- …in their business or community. This role is central to expanding their client services , working directly with organizations to assess workforce needs, navigate ... experience at a reputable firm * 7+ years of experience leading client service -oriented projects, including direct engagement with executive-level stakeholders *… more
- Unknown (Dallas, TX)
- …in IT, management & creative solutions Industry Information Technology and Services Type Public Company Founded 1997 Employees 5001-10,000 Categories Consulting & ... Professional Services Information Technology & Services Computer System...The successful candidate will be responsible for leading high-value client engagements, defining and evolving the company's AI vision… more
- Charles Schwab (Westlake, TX)
- …location.** At Schwab, we believe in earning trust through every interaction. As a Client Support Associate, you'll be the first point of contact for clients ... account setup, process money movement, guide the submission of account-specific forms and support a variety of other service -related needs. You'll gain the… more
- Bank of America (Fort Worth, TX)
- …full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA ... Advisor Development Program Client Associate: Fort Worth,...WMCA - ADP. This job is responsible for providing client service support to multiple FAs.… more
- Bank of America (Dallas, TX)
- Private Client Advisor II Dallas, Texas **To...of Private Bank and Bank of America capabilities and services , to meet specific client needs. Retention ... external network to achieve business development goals. The Private Client Advisor leads the client ...of Private Bank and Bank of America capabilities and services , to meet specific client needs. Retention… more
- JPMorgan Chase (Plano, TX)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you...offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support… more
- JPMorgan Chase (Fort Worth, TX)
- …leading wealth managers by delivering private market solutions. As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity ... team member investors through financial intermediaries. You will promote financial advisor engagement across various channels and promote the firm's investment… more
- Charles Schwab (Westlake, TX)
- …work to define, develop and launch new initiatives and enhance existing offers in support of Advisor Services ' strategic objectives. The Investment Product ... with a focus on the three distinct experiences: TAMP, advisor and client . This role will involve...cross-enterprise. Key partners include those across Advisor Services , including Sales, Business Development, Service , Strategy,… more
- UMB Bank (Dallas, TX)
- **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer ... on the development of a participant education program to support the client 's objectives. Facilitate or deliver...industry standards required + Good written/verbal communication, organization and client service skills required + Ability to… more
- Tiffany & Co. (Dallas, TX)
- …the critical position of supporting Tiffany clients who choose to contact the team for support and advice. The Client Advisor is responsible for delivering ... to deliver the Tiffany Experience to each and every client and Tiffany is committed to creating an organization...creating an organization that recognizes and rewards excellence in service of this promise. For us, it is a… more
- Tiffany & Co. (Dallas, 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...creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to… more
- Bank of America (Frisco, TX)
- …of clients by providing exceptional client care with industry leading products, services , and education. + Robust marketing support to reach wider audiences ... your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a… more
- Edward Jones (Allen, TX)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... reflective of their performance. **What characteristics would make you a successful financial advisor ?** + An interest in financial services /markets and how they… more
- Bank of America (Frisco, TX)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate - Greater DFW Market Frisco,...degree and/or a minimum of one year of financial services industry or sales experience **Skills:** + Client… more
- Bank of America (Mckinney, TX)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate - Greater DFW Area Cross...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Broadcom (Plano, TX)
- …the benefits of Broadcom's solutions and specifically how our solutions will support the client 's technical and functional requirements. + Provide technical ... are seeking a highly skilled and experienced mainframe Solution Advisor to join our team, specifically focused on our...we are dedicated to providing our clients with top-notch service and expertise. In this role, you will play… more
- Edward Jones (Colleyville, TX)
- ** Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a ... licensed branch associates are highly visible members of the client team, working under the leadership of a financial... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… more
- Kelly Services (Irving, TX)
- …Talent Advisor /Recruiter** **is accountable for:** + Providing onsite, front line support to both the employees and the client , ensuring excellence in ... a global reach. + Managing and executing strategies to drive employee and client engagement, acting as the guardian of the customer's processes and contracts while… more
- Bank of America (Carrollton, TX)
- …previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, ... borrowing and banking to recommend alternative or additional financial services that best align with the client 's...service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written… more
