- City National Bank (Houston, TX)
- …one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors and CPAs who are in the business of providing ... financial investment advice to high net worth clients. Introduce...FA. They will understand investment methodologies, operational processes and client services that CNR provides. WHAT WILL YOU DO?… more
- CBRE (Dallas, TX)
- …or Orlando, FL. Travel is required.** **What you'll do** + Responsible for financial performance of market, program, and client accounts including budgeting, ... and performance. Our account management model is at the heart of our client -centric approach to delivering integrated real estate solutions. Each client is… more
- Cushman & Wakefield (Austin, TX)
- …Account Director is a key role in C&W with responsibility to manage the client relationship while providing exceptional client service and delivering on all ... **L FUNCTIONS** **A** **ND** **RESPONSIBILITIES** **Obtain a thorough understanding of the client 's business goals and strategies to align real estate services with… more
- JPMorgan Chase (Plano, TX)
- …part of a team that defines and configures complex solutions for key client relationships and prospect opportunities in partnership sales. You are responsible for ... management officer. In addition you will be prospecting clients, preparing client presentations, and facilitating onboarding documentation for some of our largest… more
- Broadridge Financial Solutions (Houston, TX)
- …and capabilities to transform our industry and product offering. Delivering superior client service and experience while maintaining high client retention and ... Full P&L responsibility, working closely with Finance to deliver the financial goals for the business Directly managing product management, implementations and… more
- APTIM (TX)
- …marketplace. Our energy experts deliver highly innovative projects and complex client solutions providing the full breadth of solutions including energy efficiency, ... and be the main point of contact to the client . He/she will lead a team to proactively collaborate...the program team as appropriate. + Analyse contractual and financial performance and direct activities to improve performance. +… more
- Cherry Bekaert (Austin, TX)
- …focused on providing leading practice solutions to Cherry Bekaert's middle market client base, across multiple industries + Work collaboratively with our existing ... and tax practice leaders to drive business development opportunities both within our existing client base and with net new clients + Articulate and build a clear… more
- Truist (Dallas, TX)
- …initiatives and dispositioning referrals within expected timeframes. 8. Perform routine client outreach efforts to drive client satisfaction and drive ... client connectivity. 9. Work with the Client Advisory Center (CAC) to ensure smooth client...from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture… more
- Valet Living (Houston, TX)
- …results? Do you thrive in a fast-paced environment where operations, sales, and client relationships all come together? If so, MultiPro Property Solutions wants you ... relationships with our clients' property teams to achieve high customer satisfaction, client retention, and branch revenue and profit goals. The ideal candidate is… more
- JPMorgan Chase (Plano, TX)
- …Team, you will be responsible for managing counterparty credit exposure to a client base consisting of hedge funds and other alternative managers employing a diverse ... creditworthiness of these clients and manage counterparty credit exposure associated with client trading, clearing, prime brokerage and custody activity. Our team is… more