• Financial Solutions Advisor - East Dallas

    Bank of America (Rowlett, TX)
    …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... at least one year experience working in the financial service industry and/or a sales environment where goals were...* Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding *… more
    Bank of America (08/12/25)
    - Related Jobs
  • Financial Solutions Advisor - Northwest Houston…

    Bank of America (Cypress, TX)
    …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... at least one year experience working in the financial service industry and/or a sales environment where goals were...Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience… more
    Bank of America (08/08/25)
    - Related Jobs
  • Financial Solutions Advisor- Uptown

    Bank of America (Dallas, TX)
    …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... at least one year experience working in the financial service industry and/or a sales environment where goals were...* Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding *… more
    Bank of America (08/02/25)
    - Related Jobs
  • (Senior) Data Team Lead

    IQVIA (Dallas, TX)
    …in pricing discussions across customer account . + Serve as Project Manager for single service DM projects, including financial tracking, revenue recognition, ... + Implement proactive quality management plans across multiple projects/programs/customer account . Manage service performance and provide leadership to… more
    IQVIA (08/01/25)
    - Related Jobs
  • Commercial Surety Underwriter

    Zurich NA (Dallas, TX)
    …mindset to write profitable business. This role will be filled at either the Account Executive or Senior level. The hiring manager will determine the appropriate ... authority levels on highly complex assignments ensuring a high-level service to customers. In this role, you will partner...+ Update required systems with details of broker / client visits and account status within specified… more
    Zurich NA (07/16/25)
    - Related Jobs
  • Merrill Financial Solutions Advisor: Houston Texas…

    Bank of America (Beaumont, TX)
    …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were...Counselor (CRPC) + Obtained insurance licenses ​ **Skills:** + Account Management + Client Investments Management +… more
    Bank of America (07/19/25)
    - Related Jobs
  • Associate Director, Health & Benefits

    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 ... for clients. Responsibilities include: + Serving as lead project manager for clients; materially contributing to project plan creation...Proactively advising clients and ensuring the delivery of superior client service + Playing a key role… more
    WTW (08/08/25)
    - Related Jobs
  • Health and Benefits- Associate Director

    WTW (Dallas, 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 ... for clients. Responsibilities include: + Serving as lead project manager for clients; materially contributing to project plan creation...Proactively advising clients and ensuring the delivery of superior client service + Playing a key role… more
    WTW (08/08/25)
    - Related Jobs
  • Sr. Architect Supply Chain/ Manufacturing…

    Fujitsu (Longview, TX)
    …levels of management, influencing and directing decisions that result in optimal client success and adoption of Fujitsu SCM solutions, fit-gap analysis of customers ... To-Be business process and data/system flow about planning process. Successful Client Engagements + Facilitate discovery and requirement session with customer to… more
    Fujitsu (07/25/25)
    - Related Jobs
  • Financial Services Representative - Retirement…

    Bank of America (Fort Worth, TX)
    …contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client ... Navigates multiple systems to migrate clients to on-line and self- service delivery channels that enable 24/7 account ...shifts which may include a weekend day** **Skills:** + Account Management + Customer and Client Focus… more
    Bank of America (08/02/25)
    - Related Jobs