- Zions Bancorporation (Austin, TX)
- …and centers of influence. + Serve as a trusted advisor, recommending tailored financial solutions to meet client objectives. + Achieve revenue goals for ... and product suite. + Develop deep knowledge of each client 's business and personal financial needs through in-depth profiles and relationship plans. + Conduct… more
- Burns & McDonnell (Austin, TX)
- …and presentations summarizing results of analysis. + Support preparation of client presentations, engineering reviews, financial analysis, and contract ... and benchmarking evaluations, site assessments, investment planning, condition assessments, financial cost/benefit evaluations, and renewable development. + Analyzes, interprets,… more
- First Horizon Bank (Houston, TX)
- …bank associates + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout ... to deteriorating portfolio conditions + Ensure receipt of all financial and covenant requirements of client relationships,...of all financial and covenant requirements of client relationships, managing exceptions as dictated by policy. +… more
- Compass Group, North America (Houston, TX)
- …programs to support the organization's goals of operational excellence, customer/ client satisfaction, financial performance, market leadership, and preferred ... employer. + Responsible for developing and on-going maintenance of the Food Safety Plan. Must be able to identify deficiencies and implement new strategies. + Ensures all HACCP, GMP's, sanitation preventive controls, supply chain preventive controls and all… more
- Amazon (Dallas, TX)
- …communication, presentation, and negotiation skills - Ability to build and maintain C-level client relationships - Financial acumen with the ability to analyze ... and report on key performance metrics - Technical proficiency to understand and articulate AWS services and solutions - Strategic thinking and problem-solving skills - Excellent storytelling and active listening abilities Amazon is an equal opportunity… more
- Bank of America (Frisco, TX)
- …The Divisional Managed Investment Consultant provides advice and guidance to Financial Advisors, Client Associates, and Advisory Leadership to help ... are guided by a common purpose to help make financial lives better through the power of every connection....Investment Analysis + Coaching + Collaboration + Customer and Client Focus + Influence + Process Simplification **Shift:** 1st… more
- ARAMARK (Mansfield, TX)
- …and lead contracted services with multi-million dollar revenue to meet operating and financial goals, client objectives, and guest needs. Services include food ... is salaried, plus bonus eligible, contingent on achieving certain financial and performance goals. **Job Responsibilities** + Full P&L...in regard to food and beverage + Manage the client relationship at the location, while providing hands on… more
- Nuveen Investments (Dallas, TX)
- **Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on ... helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people...to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. * Deeply curious with… more
- Kestra Financial (Cypress, TX)
- …individual financial and investment objectives; deliver advice and participate in client reviews + Manage data in financial planning software-Emoney + ... servicing. This position requires a strong understanding of the financial services industry and products and is critical in...and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Requirements… more
- JPMorgan Chase (Houston, TX)
- …you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients. As a Client Service Account Manager within the ... (X) team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and… more