All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or . None
San Antonio, TX30+ days ago
p>Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
- High school diploma or general education degree (GED) required, bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience.
San Antonio, TX30+ days ago
p>The Senior Client Service Associate reports directly to the Financial Planner and manages the firm’s client service operations, overseeing support staff and enhancing the client experience through proactive service, problem resolution, and operational excellence. 5+ years of experience in financial services, with a solid understanding of broker-dealer operations and investment products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts).
p>What can you expect in a Financial Customer Service Representative role with TaskUs: In an Inbound Call Center setting, the Financial Customer Service Representative will create exceptional member service experiences by maintaining a professional demeanor and troubleshooting, decision-making support, and ensuring quick and accurate resolutions for members and prospective members regarding their financial well-being. Leveraging a cloud-based infrastructure, TaskUs serves clients in the fastest-growing sectors, including social media, e-commerce, gaming, streaming media, food delivery, ride-sharing, HiTech, FinTech, and HealthTech.
p/>What can you expect in a Financial Customer Service Representative role with TaskUs:
In an Inbound Call Center setting, the Financial Customer Service Representative will create exceptional member service experiences by maintaining a professional demeanor and troubleshooting, decision-making support, and ensuring quick and accurate resolutions for members and prospective members regarding their financial well-being.
We invite you to explore all TaskUs career opportunities and apply through the provided URL https://www.taskus.com/careers/.
San Antonio, Texas30+ days ago
For information about SBM's benefits, please visit SBM's website at: www.sbmmanagement.com/careers Careers – SBM.
Education and/ or Experience: No specific education requirement, 3-6 months training or experience preferred; or equivalent combination of education and experience.
Compensation: We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Key Responsibilities: Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking introductions, and referrals, social media, and speaking engagements.
San Antonio, TX30+ days ago
li>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.