- TEKsystems (Austin, TX)
- …of service offerings, presales & go-to market collateral such as case studies, account profiling, client presentation design, etc. * Turnover from Sales to ... and own pre-sales activities, including solution design, proposal development, and client presentations * Understand business requirements and other inputs such as… more
- Bank of America (Pharr, 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 ... and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions… 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 ... and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions… more
- ADP (El Paso, TX)
- …/ materials from enrollment-related internal and external sources (eg, brokers, carrier account mangers, client leadership, etc.) to support the configuration of ... **POSITION SUMMARY:** Ensures platform configuration and readiness to support a client through their annual enrollment processes. This includes all project… more
- Citigroup (Houston, TX)
- …with transactions, + Adhere to A&T/Citibank policies and procedures as regards client onboarding, deal implementation, account opening and deal maintenance + ... products covering Structured Finance and Structured Credit. Must possess strong client service and problem solving skills, ability to independently manage portfolio… more
- Bank of America (Allen, TX)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Mckinney, TX)
- …of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and… more
- Bank of America (Dallas, TX)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Houston, TX)
- …Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (College Station, TX)
- …industry or sales experience + Bi-lingual Spanish speaking **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and… more