- Kestra Financial (Cypress, TX)
- …financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Requirements Essential ... to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the… 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 ... Symonds Wealth Management , a comprehensive financial planning and investment firm...Advisor of a large book of business including managing client needs regarding service, asset allocation, case design and… more
- JPMorgan Chase (Plano, TX)
- …and relationship management skills to ensure an exceptional level of client satisfaction. You will embody "The JP Morgan way" of intent-driven Client ... be an important partner for Sponsor Payments Executives, Commercial Bankers, Treasury Management Officers, Client Service Professionals and other JPMC Leaders,… more
- Xerox (Dallas, TX)
- …work. Learn more about us at www.xerox.com . **Purpose:** Responsible for the management of client relationship and contract delivery of outsourcing/facilities ... plan; receives guidance and oversight from manager **Primary Responsibilities:** + Client Relationship Management : + Communications, Relationship building and… more
- AECOM (Dallas, TX)
- … relations, market analysis, strategy development, positioning, capture and management of client contracts/opportunities worldwide. This includes developing ... (restoration, planning/NEPA, compliance); Energy Performance Services, Consulting Services, Construction Management and Construction Quality Assurance. The **VP, Client… more
- Fiserv (Stafford, TX)
- …Client 360. + Compile and provide detailed reports and activity logs for both management and client reviews. + Stay well-versed in Fiserv's print products and ... work or military experience. + 2+ years of experience in client support or key account management . + 2+ years of experience in problem-solving client … more
- Fujitsu (Richardson, TX)
- …& People Management * Lead and develop a team of Client Executives, nurturing personal and professional growth. * Foster a collaborative, inclusive team ... and contractual obligations. Qualifications * Proven track record as Client Executive or Key Account Management with...record as Client Executive or Key Account Management with Tier 1 Communications Service Providers * Deep… more
- WTW (Dallas, TX)
- …direction and focuses on financial statement preparation and review, regulatory compliance, and client relationship management . The position plays a key part in ... structure, etc.) + Ability to monitor quality control + Client relationship skills + Project Management skills...control + Client relationship skills + Project Management skills + Board meeting presentation skills + Working… more
- ADP (El Paso, TX)
- … client and support center documentation are maintained. + Deliver effective client communications and ticket management /resolution via CRM. + Ensure that ... services. + Liaise with Service Delivery Coordinators / Account Management . + Attend client facing meetings as required. + Apply specialist knowledge in… more
- JPMorgan Chase (Houston, TX)
- …to clients' specific needs. The Client Service Administrator works with the Client Associates, Wealth Advisors, management and Middle office to create a ... administrative duties such as time and expense, scheduling of client / internal meetings, team calendar management ,...of client / internal meetings, team calendar management , sending mail + Follow up on internal document… more