- City National Bank (Houston, TX)
- …Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * ... in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of… more
- Leap (Houston, TX)
- …candidate's experience, skills, competencies, and qualifications. Interpersonal Skills: + Client -Centric & Hospitality-Driven- seeks to create genuine and authentic ... deep product knowledge and delivers accurate, valuable insights to enhance the client experience. + Adaptable: Thrives in a dynamic, matrixed environment by staying… more
- Leap (Dallas, TX)
- …+ Experience: A background in retail, luxury retail, or high-touch client -facing roles, demonstrating expertise in premium customer service, brand representation, ... Professional & Reliable: Consistently punctual and dependable, adept at handling client inquiries, complaints, and requests with empathy and professionalism. + Brand… more
- Mass Markets (TX)
- …+ Wireless connections, including encrypted ones, are not allowed for accessing the client 's Work at Home systems. + You must provide your own headset. Specific ... MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce,… more
- Grant Thornton (Dallas, TX)
- … to make recommendations on business and process improvement and serve as a business advisor to client + Other duties as assigned You have the following ... and resources to thrive in your role to meet client needs and help you achieve more, confidently. Your...day-to-day may include: + Manage, direct, and monitor multiple client services teams on client engagements; plan,… more
- Raymond James Financial, Inc. (Austin, TX)
- …competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify ... the return on investment. Typically works without supervision and may provide technical guidance. + Works with full competence to envision and document the future state of processes and products by identifying the solution scope, potential value of the future… more
- TTEC (Austin, TX)
- …and maximize the value delivered by TTEC's services + Act as a trusted advisor to client prospects by demonstrating a deep understanding of their business ... deals. The Sales Executive will lead new logo pursuits and nurture client relationships by leveraging expertise in the modern customer experience outsourcing… more
- Advatix, Inc. (Dallas, TX)
- …2. Client & Stakeholder Management * Serve as a trusted advisor to client executives, leveraging data-backed insights to guide strategic decision-making. ... Strategy & Operations will be responsible for managing and executing high-impact client engagements. This role requires a highly analytical thinker with a… more
- Comerica (Dallas, TX)
- …Responsibilities: Business Unit Support + Partner with and be a balanced, trusted advisor to client leadership to support business, financial and growth ... HR policies and practices. Explain decision rationale to help client understand recommendations. + Proactively identify business and HR objectives/expectations… more
- Advatix, Inc. (Dallas, TX)
- …3. Client & Stakeholder Management * Serve as a trusted advisor to client executives, leveraging data-backed insights to guide strategic decision-making. ... Strategy & Solutions will be responsible for managing and executing high-impact client and internal value creation projects through its Strategy & Operations… more