- Otis Elevator Company (Irving, TX)
- …required scope of the project + Proactively communicate with multiple client representatives including general contractors, owners, building managers, architects and ... you will need to be successful:** + 3+ years related project management and/or construction experience desired + Familiarity with cost estimating, scheduling, and… more
- Bank OZK (Round Rock, TX)
- …accounts, including complex business accounts. + Originate a consumer loan portfolio . + Conduct outbound business development and community involvement activities. + ... and reduce fraud. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner,...job functions, duties, skills, and standards may be added. Management reserves the right to add or change the… more
- Paycom Online (Grapevine, TX)
- …You Win, We Win** As a Client Success Manager (internally known as a Paycom Specialist ), you will be the driving force behind client success and client ... clients, ensuring maximum value and ROI from Paycom tools through strategic account management and proactive client outreach. + Serve as a configuration expert… more
- Deloitte (Westlake, TX)
- …and functions. Work you'll do Executive Accelerators is searching for a Senior Specialist to join the Executive and Team Experiences team. This is an exciting ... for someone with executive presence and attention to detail. Project Management : Managing logistics and providing both operational support and underlying project… more
- Charles Schwab (Westlake, TX)
- …their clients; (ii) client product solutions and market expertise; (iii) portfolio advisory services and research; (iv) asset management functions; (v) ... Management enterprise team is seeking a Senior Auditor (Senior Specialist ). The Broker-Dealer/Asset Management team provides internal audit coverage of… more
- Truist (College Station, TX)
- …services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio . Serve as an advocate for clients with the IRM ... Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor… more
- Capgemini (Dallas, TX)
- …HRSD, CSM, GRC). Familiarity with Common Services Data Model and Strategic Portfolio Management . Ability to work independently and manage multiple priorities. ... **Job Title:** Service Management Consultant - ServiceNow Business Analyst **Location: Chicago, IL; Atlanta, GA; NY, NY; Dallas, TX; Houston, TX; Bridgewater, NJ**… more
- Truist (Houston, TX)
- …more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients * ... licenses * 5 or more years of sales and client management experience in Wealth Management...Management and a demonstrated ability to manage a portfolio of affluent and high net worth clients *… more
- City National Bank (Austin, TX)
- …recommendation regarding accounts to be further developed or eliminated. Prepares reports for management . * Monitors portfolio for quality, risk and adherence to ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more
- Truist (Houston, TX)
- …to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio . 2. Fosters relationships with bankers and product partners ... Community Bank, Business Banking, Small Business Banking, and Wealth Management ) via a cash flow management /working capital...to collaborate on opportunities and engage in strategic client planning. 3. Independently manages a portfolio … more