- Wells Fargo (Irving, TX)
- …for operational and product questions. Duties may include proactively handling client account and/or product issues, monitoring account overdrafts, confirming source ... with internal teams to resolve office management on ad-hoc client inquiries tasks (ie customer onboarding, due diligence, proactive...role, you will:** + Be accountable for a complex portfolio of customers + Share leadership role with managers… more
- NBC Universal (Mcallen, TX)
- …entertainment companies. We create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to life through our ... selling skills to be able to best develop solutions to meet client needs. New business, revenue closure, account relationship building, customer satisfaction, and… more
- Truist (Houston, TX)
- …management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development ... and retention of long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial...2. 5-7 years or more of banking experience in portfolio -oriented roles 3. FINRA: Series 7, Series 66, Life,… more
- WTW (Dallas, TX)
- …specialized group, the Account Executive is responsible for managing a portfolio of captive insurance companies by providing strategic, operational, and financial ... oversight tailored to each client 's unique risk profile. Reporting to senior leadership and...Monitoring of exposures and risk transfer pricing within assigned portfolio . + Oversee regulatory approval for changes to the… more
- NTT America, Inc. (Plano, TX)
- …to increase customer satisfaction, account revenue, and profitability, and ensures the portfolio meets KPIs. They must actively initiate and support sales efforts in ... of Salesforce services. **Job Responsibilities:** + Collaborate across functions-Sales, Client Executives, Solution Architects, Delivery, and Operations-to ensure solutions… more
- Kestra Financial (Fort Worth, TX)
- …planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The ... Portfolio Trader will serve in multiple roles including investment...and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential… more
- AON (Houston, TX)
- …clients succeed. What the day will look like + Manage and grow a portfolio of surety clients by delivering tailored advisory services and strategic guidance. + ... Evaluate client needs and recommend optimal surety program structures. +...day will look like + Manage and grow a portfolio of surety clients by delivering tailored advisory services… more
- Raymond James Financial, Inc. (Houston, TX)
- …capital. * Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. * ... and required production. * Provides a high level of client service. * Manages the full scope of a...* Maintains appropriate account records while monitoring the customer's portfolio . * Makes recommendations consistent with changes in economic… more
- Cognizant (Plano, TX)
- …position Cybersecurity solutions and services, create compelling solutions to secure client estate and pursue Cybersecurity deals with innovative technical and ... more of Palo Alto Networks Cybersecurity solutions & services. Supporting Cognizant's client account teams in vertical markets and their account expansion plans into… more
- JPMorgan Chase (Plano, TX)
- …Manager within Merchant Services, you will be primarily responsible for a select portfolio of Middle Market clients. You will partner closely with the firm-wide bank ... strong relationships with key decision-makers and influencers within those assigned client relationships. You will meet JP Morgan Merchant Services' profitability… more