• Pension Outsourcing Benefits Lead Associate

    WTW (Dallas, TX)
    …hoc client support services. You will serve as the day-to-day project manager for specific work streams, contributing to client management and special ... as primary, daily contact to clients on delivery of service and raise issues as appropriate + You will...appropriate + You will serve as the day-to-day project manager , contributing to client management and moderately… more
    WTW (08/08/25)
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  • Financial Wellness Consultant

    PNC (Mcallen, TX)
    …a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. PNC Organizational Financial Wellness is a collaborative business segment ... wellness advice and solutions to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and uncover collaborative… more
    PNC (08/01/25)
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  • Investment Consultant II - Merrill Premium

    Bank of America (Fort Worth, TX)
    …existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately ... Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client more
    Bank of America (07/16/25)
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  • Payroll Specialist

    ADP (El Paso, TX)
    …knowledge bases. This person also works closely with the Comprehensive Services Relationship Manager to address Client requests for guidance and best practices. ... inquiries regarding payroll practices and tax considerations, taking into account the differences across states and localities. Due to...other service areas and collaboration with other service areas + **External:** ADP Client Contact… more
    ADP (07/29/25)
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  • Wealth Advisor

    Comerica (Houston, TX)
    … needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the ... navigating internal territory concerns by finding the best solution for the client ; orchestrating the appropriate providers; and addressing service issues where… more
    Comerica (05/20/25)
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  • Bilingual Patient Customer Advisor

    HCA Healthcare (San Antonio, TX)
    …required in a customer service , healthcare office, hospitality, retail sales or client manager role** + **Previous call center experience preferably in a ... for acceptable performance** + **Bilingual Spanish** Parallon (https://parallon.com/) provides full- service revenue cycle management, or total patient account more
    HCA Healthcare (08/09/25)
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  • Distributed Networks Pursuit Lead Job Details…

    Black & Veatch (Houston, TX)
    …models and project risk profiles. Professionals in this role interface directly with Client Account Manager , Project Director and Project Manager ... when requested by Proposal Leaders. * Collaborate with the client account manager and project...Effective communication - Excellent communications/human relations skills (written, verbal, client service ) and able to interface with… more
    Black & Veatch (06/29/25)
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  • Market Leader - PNC Private Bank

    PNC (Austin, TX)
    …needed to be successful in this position. **Preferred Skills** Account Management, Client Prospecting, Competitive Advantages, Customer Relationships, ... and customer experience goals. May have direct sales and client responsibilities and may manage both individual contributors and...strategies and tactics. Develops and oversees the execution of account and sales plans. May have direct sales and… more
    PNC (07/12/25)
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  • Financial Advisor Trainee

    Raymond James Financial, Inc. (Dallas, TX)
    …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more
    Raymond James Financial, Inc. (08/08/25)
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  • Senior Banker - Paradise Park Financial Center…

    Bank of America (Pharr, TX)
    client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care. ... as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action for the bank and its… more
    Bank of America (07/29/25)
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