- Edward Jones (Brenham, TX)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... them coming a mile away. You and your financial advisor are essential in working together to help your...clients. Our BOAs are a valued part of the client support team, and we credit much of our… more
- Edward Jones (Bee Cave, TX)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... them coming a mile away. You and your financial advisor are essential in working together to help your...clients. Our BOAs are a valued part of the client support team, and we credit much of our… more
- JPMorgan Chase (Dallas, TX)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial Advisor (s) ... ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships...Act as the primary point of contact for assigned client relationships, deepen client relationships through getting… more
- Kestra Financial (Fort Worth, TX)
- …the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and ... building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and... of a large book of business including managing client needs regarding service, asset allocation, case design and… more
- Bank of America (San Antonio, TX)
- …the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Thrivent Financial (Dallas, TX)
- …This includes development and execution of community events and partnerships with the advisor as well as connections to other regional engagement events to grow and ... deepen client and community relationships. The EL builds relationships with...integrated strategic plans tailored to growth markets and individual advisor growth priorities. + Develop centers of influence relationships… more
- JPMorgan Chase (Plano, TX)
- …rather than just analyses; respond to questions clearly while fostering trusted advisor relationships with key client stakeholders. + Develop team members ... skills to address complex operational issues along with strong client management and executive-level communication skills. + Demonstrated proficiency in… more
- Robert Half Finance & Accounting (Southlake, TX)
- …initiatives and ensure seamless service delivery. * Develop and maintain strong client relationships, acting as a trusted advisor on tax-related matters. ... * Excellent communication and interpersonal abilities to build and maintain client relationships. * CPA certification or equivalent qualification is required. *… more
- CBRE (Houston, TX)
- …The Global Alliance Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract value. ... manage the fulfilment of our commitment to this Global client . Through the development and execution of an Account...* Manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship… more
- IBM (Houston, TX)
- …delivering Azure cloud solutions. The ideal individual should be able to understand client challenges, offer strategic guidance, and act as a trusted advisor . ... demand generation ~3x of signing targets. Be a trusted advisor to our clients, LAP to drive Azure or...within budget and timeline with defined outcomes to drive client success. Manage contracts, pricing and resources for the… more