- Bank of America (El Paso, 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
- 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
- PNC (Houston, TX)
- …on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. PNC will not provide sponsorship for employment visas or participate ... for this position. **Job Description** + The Virtual Treasury Manager is a regional sales position working within multiple...complexity of needs. This role is responsible for new client acquisition as well as growing share of wallet… more
- Bank of America (Dallas, TX)
- …fiduciary expertise to Private Bank client teams, focused on differentiating client service and expanding client relationships. Key responsibilities ... expertise and ensures assigned accounts are fulfilled to achieve client service standards + Prepares complex federal...Acts as a tax technical resource for Private Bank client teams **Skills** **:** + Account Management… more
- 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 (Austin, 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
- Comerica (Dallas, TX)
- …client concerns, liaise with the KYC management to ensure end to end client onboarding alignment, cover for Specialty Accounts Manager where applicable in ... of success including documenting procedures and execution guides, KYC account reviews and approvals, monthly/quarterly/annual regulatory and other audit… more
- PNC (Farmers Branch, TX)
- …an opportunity to contribute to the company's success. As a Senior Business Technology Manager within PNC Site Reliability organization, you will be based in one of ... a degree, a comparable combination of education and experience (including military service ) may be considered. * Experienced leader of large technical groups… more
- Capgemini (Dallas, TX)
- …outcome-based deals through consultative/value sales methodologies + Experience in a senior client partner/ account executive role managing an account ... integral role in the growth of the company's global service lines in North America. This role is highly...maintaining strong customer satisfaction and being seen by the client as a trusted advisor + Develop positive relationships… more
- SHI (Austin, TX)
- …Cybersecurity Solutions Architect has a primary responsibility of aligning SHI client needs with security architecture, consulting, professional and managed services ... providing expert architectural advice and competitive analysis while acting as a client -facing subject matter expert. This role involves identifying client … more
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