- Houston Methodist (Houston, TX)
- …stakeholder(s) expectations. + Serves as an effective liaison between multiple client groups and stakeholders across various levels of management. + Actively ... assist in driving decision-making and aids in clearly identifies next steps. ** SERVICE ESSENTIAL FUNCTIONS** + Effectively implements and manages project needs with… more
- Bank of America (Fort Worth, TX)
- …is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral ... desire for point of call resolution - Focus on client satisfaction **Desired Qualifications:** - Call center ...Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management… more
- Qualus (Midland, TX)
- **Position Overview** **Power your future with Qualus** as a Field Service Team Lead. As a Field Service Team Lead you are responsible for providing field ... service oversight, support and consultation in the areas of...proper process and adherence to all company, industry, and client safety protocol and standards as it relates to… more
- Bank of America (Plano, TX)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer… more
- Bank of America (Temple, TX)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client … more
- Bank of America (El Paso, TX)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral...Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience… more
- Thrivent Financial (Dallas, TX)
- …is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll have an impact on the lives of the ... book of business. With access to a large existing client base and supported by Thrivent's unique focus on.... We'll support your goal of joining a financial advisory team in your area or leading your own… more
- Bank of America (Trophy Club, TX)
- … client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care. ... open for the entire market and the specific Financial Center location will be based on business needs.** **If...Account Management * Client Experience Branding * Client Management * Client Solutions Advisory… more
- Charles Schwab (Westlake, TX)
- …Services is a diverse and multi-faceted organization. We are the international center of excellence for the firm across Investor Services, Advisor Services, Stock ... Financial Consultants are expected to manage a large group of assigned client households while simultaneously developing new and existing relationships within their… more
- Bank of America (Forney, TX)
- …**Job Description:** This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through ... and makes referrals to appropriate internal partners based on client needs + Partners with financial center ...requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending… more