- Bank of America (Fort Worth, TX)
- …Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client ... products, financial markets, policies, procedures, and processes to the client 's investment needs. Job expectations include owning the management, research,… 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 ... business and being accountable for the success of the client relationship. What we can offer you Comerica Funded...advisors; and setting the stage for follow-up sales opportunities. Account Management Oversee the preparation of new account… more
- The Cigna Group (Houston, TX)
- **Role Summary:** The New Business Sales Manager will be responsible for the execution of a local market sales strategy for our Under 500 Buyer Group consistent with ... Cigna's overall value proposition that achieves improved client and customer retention, improved competitive positioning and increased membership and earnings growth… more
- PNC (Dallas, TX)
- …needed to be successful in this position. **Preferred Skills** Account Management, Client Prospecting, Competitive Advantages, Customer Relationships, ... key service partners, they will provide their team with support , and coaching, as they focus on the customers'...and customer experience goals. May have direct sales and client responsibilities. Oversees the execution of strategy. + Leads… more
- WTW (Houston, TX)
- …Commitment** + Minimum of 50% of time, energy and focus will be spent on project support + Current client responsibilities and client team role to be ... expertise in retirement, actuarial, compliance and administration consulting to support global organizations worldwide in designing, managing, administering, and… 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. ... In your efforts to achieve, learn and grow, we support you all the way. If success motivates you,...The Implementation Consultant acts as a consultant and project manager to new small business clients as they transition… more
- CBRE (Austin, TX)
- …establish programs for CBRE's compliance in third party systems in line with client requirements, and for contractors of CBRE in CBRE's established systems. This ... will report to the Global Governance and Assurance Sr. Manager and a part of the Global HSE Platform...Responsible for developing an annual compliance plan for all client prequalification platforms that includes variances and proactive engagement… more
- Black & Veatch (Houston, TX)
- …Water Solutions Portfolio Leader, they will aid in guiding winning strategies including client /market plans and identification and support of key pursuits. They ... Communities Water Solutions Portfolio. They will be responsible for collaboration with client -facing teams to plan and execute sales and pursuits strategies to drive… more
- Raymond James Financial, Inc. (San Antonio, TX)
- …policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications ... fully position new Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial Advisor Trainee will learn… more
- Bank of America (Austin, TX)
- …as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action for the bank and its ... teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of... Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding +… more