- UL, LLC (Austin, TX)
- … by providing input on customer needs, pain points, trends, etc. to product / service manager . + Maintain ongoing plan to prioritize portfolio of accounts and ... highly technical knowledge. + Serve as main point of client contact for specialty Software products / services...to support sales opportunities of assigned specialty products / services . + Provide input to account owner… more
- ADP (El Paso, TX)
- …ineligibility as a result of missing data or unresolved issues. Review and confirm account setup with client to ensure understanding and client satisfaction. ... driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, - Social… more
- Raymond James Financial, Inc. (San Antonio, TX)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more
- Huntington National Bank (Addison, TX)
- …Portfolio Managers and other internal colleagues to support current and prospective client relationship growth. The Relationship Manager requires a proven track ... Description The Relationship Manager II/Associate Director - Corporate Mortgage Finance ,...+ Proven ability to generate revenue growth through new client acquisition and cross-selling other banking services … more
- PNC (Fort Worth, TX)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … more
- PNC (TX)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … more
- PNC (Dallas, TX)
- …client experience. Focuses on bringing the full range of PNC's products and services to the client . Leverages reporting and sales tools to proactively ... needed to be successful in this position. **Preferred Skills** Account Management, Client Prospecting, Competitive Advantages, Customer Relationships,… more
- Terracon (Tyler, TX)
- …of Compass to enhance the Client Experience. + Works directly with Terracon Client Service Managers and/or Client Service Specialists to incorporate ... delivery, quality, as well as maintain and update key client contacts associated with the account . +...is due to our talented employee-owners exceeding expectations in client service and growing their careers with… more
- Bank of America (San Antonio, TX)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience… more
- IQVIA (Dallas, TX)
- …in pricing discussions across customer account . + Serve as Project Manager for single service DM projects, including financial tracking, revenue recognition, ... **Job Overview** + Independently manage end-to-end delivery of data management services for single/multi- service projects, ensuring quality deliverables on time… more