- Publicis Groupe (Irving, TX)
- …working in a service organization. + Has contributed to or authored client deliverables. + Has maintained project/ account documentation. + Has experience ... The Business Systems Analyst will contribute to, produce and manage client deliverables relative to our multi-channel marketing engagements, serving as a… more
- World Insurance Associates, LLC. (Houston, TX)
- …offices throughout the region. Position Summary + This position supports the Account Executive with responsibilities related to client management and retention ... ensuring all required tasks are completed accurately and on-time + Growing client loyalty by building positive relationships and providing high levels of advocacy,… more
- Millennium (Haslet, TX)
- …Let your journey begin with Millennium, a company that values its employees and client relationships. In this role, you'll be a part of a transformative mission to ... + Demonstrated ability to cultivate, sustain, and grow long-term client partnerships beyond transactional interactions Why partner with Millennium? Our… more
- Principal Financial Group (Houston, TX)
- …you looking for a unique opportunity to make a significant impact as a ** Client Relationship Consultant** in Group Benefits? If you are a highly motivated and ... and providing world-class solutions to our clients. As a Client Relationship Consultant, you will play a critical role...equivalent plus 4+ years related experience (group benefits and/or account management experience preferred). + Must be able to… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a **International Client Service Associate** , you will service international (non-US residents) and domestic clients with all a full range ... trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a **International Client Service Specialist** , you will service international (non-US residents) and domestic clients with all a full range ... trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal… more
- Cushman & Wakefield (Frisco, TX)
- …receivable receipt entry). **Job Description** Essential Job Duties: + Generate and mail account payable checks that are processed in Client software programs + ... **Job Title** Client Accounting Coordinator **Job Description Summary** Responsible for...+ Organizational Skills + Time Management/ Priority Setting + Customer/ Client Focus + Good Typing Skills Cushman & Wakefield… more
- Highmark Health (Austin, TX)
- …SUMMARY** This job implements and administers strategic activities related to client retention, growth, and profitability of existing accounts within the assigned ... actions that balance risk and profitability to achieve team profitability and client satisfaction. + Continuously monitor and maintain knowledge of the market and… more
- Kestra Financial (Bellaire, TX)
- …. Maintain ongoing relationships with existing clients . Process new account paperwork. . Process distributions, Roth conversions, and other transactions. . ... Respond to client inquiries. . Scheduling meetings with clients. . Assist...resets, etc. . Prepare for and follow up on client meetings. . Responsible for meeting compliance requirements. .… more
- Bank of America (Cypress, TX)
- …Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more