- MUFG (Irving, TX)
- …crime risk to the Bank, including the possible decision of management to exit a client relationship , if warranted. * Evaluate client situations and determine ... the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building… more
- DXC Technology (Austin, TX)
- … client expectations and balances the needs of the company and the client to ensure satisfaction for both ( Relationship Management). + Influences decisions ... experienced product consultants in setups, integration best practices and client interviewing strategies; reviews deliverables for quality assurance purposes; helps… more
- ADP (San Antonio, TX)
- …safety awareness training using WebEx tools + Documents the results of all client interactions using Client Relationship Management tools in accordance ... prospects. + Interface with internal associates including the General Manager , VP of Client Services, Client... Retention Executive, Finance Executive, Director of Marketing, and Client Relationship Executives to assist with specific… more
- Bank of America (The Woodlands, TX)
- …and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business ... in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and… more
- Grant Thornton (Dallas, TX)
- …in evaluating new opportunities (audit or other) or existing relationships for a client (or prospect) or an affiliate of one that is subject to independence ... the applicable independence standard (eg, AICPA, SEC). + Advise teams with Relationship Checking activities (eg, guidance or processing assisting on relationship … more
- SCI Shared Resources, LLC (San Antonio, TX)
- … client families in order to generate sales leads. Input prospective client contact information in Customer Relationship Management (CRM) system. + Take ... / insurance options, services as well as use of Customer Relationship Management software and proprietary contracting software. Throughout the training program,… more
- ADP (El Paso, TX)
- …accurately as per project schedule. **Project Planning/Management Activities** + Liaise with client 's Project Manager or Global Project team (or designated team) ... and configuration documentation. + Escalate project issues to Project Manager including scope variations, task slippages and risks that...members of the (project) team and works in close relationship with other relevant client stakeholders. +… more
- Bank of America (San Antonio, TX)
- …in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and ... guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- TIAA (Frisco, TX)
- …Physical Requirements: Sedentary Work **Career Level** 10PL Related Skills Client Relationship Management, Commercial Mindset, Consultative Communication, ... **Trust Administration Manager ** The Trust Administration Manager manages...as, but not limited to, asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment… more
- WTW (Houston, TX)
- …As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the client ... generate business by participating in new business activities and expanding existing client engagements. You will have the opportunity to position yourself to grow… more