- PNC (Mcallen, TX)
- …financial wellness advice and solutions to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and uncover ... expanding our client base. Bilingual Spanish Preferred **Job Description** + Handles relationship management activities with new and/or existing clients in a book of… more
- Bank of America (San Antonio, TX)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... PRIVATE WEALTH MANAGEMENT ONLY.This **Elite Growth Practice (EGP) Private Wealth Relationship Manager** supports the Financial Advisor team to further develop and… more
- Comerica (Houston, TX)
- …book of business and being accountable for the success of the client relationship . What we can offer you Comerica Funded Retirement Plan and 401(K) Matching ... needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the… more
- Allied Universal (Fort Worth, TX)
- …The Site Manager is accountable for day-to-day operations of an assigned account , including hiring, training, disciplining and terminating staff. Build, improve and ... coordinate needed support services and solve problems to effectively run the account . Meet or exceed financial & operational goals; provide quality customer service.… more
- Medtronic (TX)
- …improvement. Provide a consistent approach for Performance Improvement Plans to those Account Managers that are not meeting performance or behavior expectations. + ... leadership experience + Practical knowledge of sales techniques, strategies & relationship building + Demonstrated ability to work independently & drive results… more
- ABM Industries (Houston, TX)
- **Overview** **As an Account Project Manager, you will be at the intersection of project delivery and client success-leading strategic initiatives that drive value ... contributions and match are immediately vested. **Key Responsibilities** **Project & Account Management** + Lead the planning, execution, and delivery of projects… more
- JPMorgan Chase (Dallas, TX)
- …with ability to apply that knowledge to client specific planning exercises and account administration + Work with Tax Officers and trust counsel to resolve tax ... issues + Knowledge of internal procedures involving distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and… more
- Motion Recruitment Partners (Austin, TX)
- …advisor for assigned client programs. This role blends program management, account management, and consultative sales to ensure operational delivery aligns with ... identifying opportunities to improve and expand our services. **Responsibilities:** **Client Relationship & Program Oversight** + Act as the day-to-day interface… more
- Edward Jones (Rusk, TX)
- **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we ... Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account , and flexible spending account . Edward Jones observes ten paid… more
- AbbVie (Austin, TX)
- …Manager (IPDM) has general responsibilities for all aspects of customer relationship management within a designated geographical area. Responsible for product and ... program education, planning, organizing, and implementing strategies for account growth through business development activities related to the sale and distribution… more