- Bank of America (Fort Worth, TX)
- …existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately ... usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests… more
- Bank of America (Addison, TX)
- …via numerous channels to support operational efficiency and quality client service + Reviews and approves required account documentation + Identifies risk ... static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service , new accounts, client valuations, document processing… more
- NCR VOYIX (Austin, TX)
- …process through the order booking, transferring account ownership to the Account Executive for project management and implementation services . Key Areas of ... stores and restaurant systems with comprehensive, platform-led SaaS and services capabilities. NCR Voyix is headquartered in Atlanta, Georgia,...as you will be in the field on daily client visits) We are NCR Voyix, a global tech… more
- Wolters Kluwer (Austin, TX)
- …and marketing information. + Work with other sales personnel and Division Sales Manager to address account /channel conflicts. + Develop an Annual Business Plan ... for driving profitable sales growth within an assigned established account base of CPA firms. You will report to...in-person presentations to prospective clients to explain products and services and their correlation with our client 's… more
- PNC (San Antonio, TX)
- …a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for deliverables. + Held ... expand his/her external network for business development. + Manages risk through appropriate client selection and ensures that our service delivery is consistent… more
- PNC (El Paso, TX)
- …field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. Commercial Banking provides financial services , both in and ... and have an opportunity to contribute to the company's success. As a(n) Relationship Manager I - C&IB within PNC's Commercial Banking organization, you will be based… more
- PNC (Dallas, TX)
- …a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for deliverables. + ... basis. Some responsibilities may be performed remotely, at the manager 's discretion. PNC will not provide sponsorship for employment...Manages risk through appropriate client selection and ensures that our service … more
- SHI (Austin, TX)
- …a client -facing subject matter expert. This role involves identifying client needs, recommending suitable services , and building long-lasting relationships ... in client meetings, engaging internal support resources, defining solution sets/ services and driving sales process via our alignment proposals. + Expert… more
- WTW (Houston, TX)
- …variety of different business, cultural, language and regulatory environments. Our Global Services and Solutions line of business helps these companies navigate the ... complexity based on context knowledge of trends and innovative multi- client solutions. In particular, we help multinational companies develop global/cross-border… more
- Comerica (Dallas, TX)
- … needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the ... navigating internal territory concerns by finding the best solution for the client ; orchestrating the appropriate providers; and addressing service issues where… more