- Truist (Houston, TX)
- … client firms. 2. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients ... practices through the development and retention of long term, profitable client relationships. Typically manages a portfolio of medical physicans or attorneys… more
- Comerica (Dallas, TX)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of ... and prospects. Position Responsibilities: Meet revenue growth, profitability and client retention goals by acquiring new clients through business...years developing and executing sales and marketing plans + Series 7 + Series 66 + State… more
- Truist (Dallas, TX)
- …process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use ... Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking,...4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in… more
- PNC (Austin, TX)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … more
- 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 ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu… more
- Equitable (Fort Worth, TX)
- …demonstrating how these solutions can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and organize client data, ... balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within...experience + **Licensing** : State Life & Health, SIE, Series 7, Series 66 + **Personal Attributes**… more
- Vanguard (Dallas, TX)
- …and retention, and driving growth. We are seeking a highly motivated sales and/or client service leader, coach, and strategic problem solver to join the Wealth ... The Wealth Management Select Client Manager (CM) is a critical role leading...experience. Graduate degree preferred. + This job requires FINRA Series 7, 24, 63, 65, 66 or ability to… more
- Citigroup (Dallas, TX)
- **Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market,… more
- JPMorgan Chase (Dallas, TX)
- …**Responsibilities:** + Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details ... milestones are appropriately recognized. + Create and implement a proactive service model, ensure central engagement through proper communications, documentation and… more
- Charles Schwab (Austin, TX)
- …investment advisory solution, providing clients with a personal relationship, specialized service , and ongoing advice built on Schwab's approach to investing. You ... dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to...have** **Required Qualifications:** + Bachelor's degree + Active FINRA Series 7 license + _(May be obtained with a… more