- Raymond James Financial, Inc. (Austin, TX)
- …business strategy and plans. + Act as first-line supervisor of a team providing customer service support, and play a key role in helping to achieve targets in areas ... competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify… more
- NTT DATA North America (Dallas, TX)
- …procedures. **Key Responsibilities:** + Ensures that the assigned infrastructure at the client site is configured, installed, tested and operational. + Ensures that ... that is part of the solution is installed and configured according to client requirements. + Proactively identifies problems and errors as they occur and logs… more
- Charles Schwab (Austin, TX)
- …accessible and understandable to all. Driven by our purpose to champion every client 's goals with passion and integrity, we're committed to providing an environment ... that Schwab continuously improves on being a premier financial service provider through best in class service ,...or equivalent experience in a Financial Services role + Series 7 & 66 licenses required and additional professional… more
- Insight Global (Dallas, TX)
- …/ Fort worth, Texas area. This role involves a dynamic mix of financial analysis, client service , and strategic planning. On a daily basis, the person will ... detailed reports and agendas for quarterly meetings, respond to client inquiries via email, and assist with opening new...big 4 accounting firms ( Deloitte, PWC, KPMG, EY) Series 65 - they will need to be willing… more
- First Horizon Bank (Houston, TX)
- …of the office. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Collects key client /prospect data, analysis statements and assembles sales marketing collateral to aids ... in the sales process and identify cross sell opportunities. + Prepares TM Service agreements, implementation and maintenance documentation as directed by the TMSO. +… more
- PNC (TX)
- …Decision Making - Extensive Experience Managing Multiple Priorities - Expertise Client Relationship Management - Working Experience Selling - Extensive Experience ... 50-75% within a day driving range **Job Description** + Drives new client acquisition in new and existing markets. Identifies external pipeline of prospective… more
- Atria Wealth Solutions (Fort Worth, TX)
- …and leverage cross-sell opportunities. + Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update ... client needs ensuring investment objectives and goals are progressing...Education planning, Retirement planning, etc.) Required Qualifications: + Active Series 7, 63/65 (or 66) licenses along with Life,… more
- Texas A&M University System (College Station, TX)
- …turnaround times. Maintains precise and accurate records of tested cases. Client Communication: Provides excellent customer service to laboratory clients. ... including budgetary matters, routine and regulatory testing, test development, client communications, quality assurance, safety, and employee well-being. Also… more
- Texas A&M University System (College Station, TX)
- …turnaround time, of the completed report prior to delivery to the client . Client Communication: Responsible for responding in a timely fashion ... to client calls...to 16 hours per week after 6 months of service . + This position may be required to work...earned. + This position requires a pre-exposure rabies vaccination series ; TVMDL will cover all costs. + All veterinarians… more
- Veterans Affairs, Veterans Health Administration (San Antonio, TX)
- …leadership, experience, and creative approaches to management of complex client care. You will execute position responsibilities that demonstrate leadership, ... Responsible for the documented outcomes at the program or service level. Program or service level outcomes...- All persons currently employed in VHA in 0610 series and performing the duties as described in the… more