- The Cigna Group (Houston, TX)
- …alignment, build trust, and ensure clients receive tailored, strategic solutions. + Client Experience: Oversee client service requests, ensuring seamless ... market, this role demands adaptability, strategic thinking, and a deep understanding of client needs. You'll be a trusted advisor , helping clients and brokers… more
- Concentrix (Austin, TX)
- …Builds and demonstrates a strong understanding and knowledge of BPO and Technical Services associated with their target client 's industry sector. - Develops and ... Our vision is to be the greatest customer engagement services company in the world, rich in diversity and...client relationships of trust and become a trusted advisor . - Excellent problem-solving and conflict-resolution abilities. - Ability… more
- IBM (Irving, TX)
- …address critical business challenges. * Travel up to 75% as required to support client engagements and business development activities. "Hybrid: Your work ... the distribution sector. This individual will serve as a trusted advisor to C-suite executives, helping organizations navigate the complex cybersecurity landscape… more
- Edward Jones (Dallas, TX)
- …our clients need. The Senior Planner will serve as a conduit between the financial advisor , client and the home office stakeholders and is required to achieve ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes… more
- Deloitte (Houston, TX)
- …presenting at conferences. A summary of the expectations is provided below: + Client Service : Advise client on leading practices and technology/industry ... platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends on...pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal… more
- Insight Global (Fort Worth, TX)
- …related FinTech - Coordinate with other home office teams as needed to resolve advisor support requests We are a company committed to creating inclusive ... Job Description The Financial Planning Support Specialist will report directly to the Director...- Bachelor's Degree - 2+ years of relevant financial services industry experience - Knowledge of financial planning tools,… more
- CBRE (Frisco, TX)
- …and emerging technologies to inform strategic decision-making and identify new value-added services for our clients. ** Client Experience & Collaboration:** + ... located globally, you are never far away from our services . Working from 229 offices in 75 countries, we...seamless collaboration and knowledge sharing to ensure alignment on client engagements and consistent service delivery across… more
- USAA (San Antonio, TX)
- …to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the ... where our core values - honesty, integrity, loyalty and service - define how we treat each other and...us special and impactful. **The Opportunity** As a trusted advisor , executive coach and strategic partner to senior executive… more
- Wells Fargo (Fort Worth, TX)
- …Advisors and internal stakeholders to deliver tailored lending solutions, optimize client outcomes, and ensure compliance with regulatory standards. The Lending ... with Centers of Excellence and internal partners to identify, pursue, and support lending opportunities across the territory. + Lead strategic campaigns and product… more
- Publicis Groupe (Irving, TX)
- …development** : Support account growth and new business development. + ** Client interface** : Part of this role will involve presenting and selling ideas ... to improve customer and business outcomes for Fortune 500 client engagements. You will need to strong understanding of...**Strategic consultation** : Be seen as a trusted strategic advisor to internal teams and clients alike by providing… more
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