- 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 ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...at least one year experience working in the financial service industry and/or a sales environment where… more
- HUB International (Irving, TX)
- …sheets, brochures, and digital marketing campaigns. + Design and create product and service support forms and materials. + Assist with divisional website design ... + Attends industry related continuing education training and courses. ** Sales Team Support :** + Act as the...holiday gifts and planning activities. + Work with President, Sales Team, and other leaders in coordinating client… more
- Valet Living (Houston, TX)
- …and driving results? Do you thrive in a fast-paced environment where operations, sales , and client relationships all come together? If so, MultiPro Property ... all projects. + Collaborate Across Departments: Partner with internal teams including sales , operations, finance, HR, and marketing to support branch success.… more
- City National Bank (Houston, TX)
- …in areas of interest to UHNW clients. * Submit for peer review all client -facing custom designed output. * Support the Wealth Strategy team by developing ... to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in...Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and… more
- JPMorgan Chase (Plano, TX)
- …growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction + Execute sales / support strategies in ... firm-wide bank coverage team and JPMorgan Payments Treasury Services to ensure seamless service and support . As an associate Relationship Manager, you will be… more
- Verdantas (Houston, TX)
- …is built around a shift from a primarily seller-doer model to a holistic client organization strategy with support of local seller-doers in the business. ... Service Options, Technology Applications, and other creative service options to meet client objectives +...preferred + 6+ years of experience with data analysis, client services, account management, and sales in… more
- Palo Alto Networks (Dallas, TX)
- …influence both internal and external stakeholders. You will collaborate cross-functionally with sales , product, marketing, and service innovation teams to scale ... (eg, Cortex Cloud, Prisma Access, NGFW, Cortex XDR) into service delivery to maximize client value and...to shape cloud security messaging, scope new opportunities, and support business development through executive-level engagement + Lead or… more
- Principal Financial Group (Addison, TX)
- …and maintain electronic client files. + Communicate new account statuses, resolve client service issues, and support financial professional- client ... years of related work experience in life insurance/broker-dealer or RIA operations: client service , account opening, account management, or operations. +… more
- SHI (Austin, TX)
- …teams to stay informed about the latest technology features and updates. + Mentor and support sales teams in understanding the value of ACM services. + Provide ... end-user adoption, behavioral change, and business transformation. As a client -facing architect, you will partner with sales ,...customer success managers, to ensure a unified approach to service delivery and client engagement + Work… more
- Cognizant (Irving, TX)
- …The Account Executive will work with a client partner and team that will support all Sales pursuits. An offshore team will support a targeted marketing ... location but may include marquee accounts throughout the US Service offerings will include Application Development & Maintenance, Business... client where there is thin coverage of Client Partner support + Scale accounts at… more