- Comerica (Dallas, TX)
- … needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the ... navigating internal territory concerns by finding the best solution for the client ; orchestrating the appropriate providers; and addressing service issues where… more
- Citigroup (San Antonio, TX)
- …transparency **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) ... The Registered National Investor Center Support Associate is a Client Service and Sales support position, fully...clients. Position is responsible for providing best in class service on Investment account requests and maintenance,… more
- Raymond James Financial, Inc. (Dallas, TX)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… 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
- PNC (Dallas, TX)
- …client experience. Focuses on bringing the full range of PNC's products and services to the client . Leverages reporting and sales tools to proactively ... needed to be successful in this position. **Preferred Skills** Account Management, Client Prospecting, Competitive Advantages, Customer Relationships,… more
- Bank of America (Fort Worth, TX)
- …expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and ... + Data Collection and Entry + Problem Solving + Account Management + Analytical Thinking + Client ...with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult… more
- Bank of America (Boerne, TX)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action for the bank and its… more
- Bank of America (Austin, TX)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action for the bank and its… more
- IQVIA (Dallas, TX)
- …in pricing discussions across customer account . + Serve as Project Manager for single service DM projects, including financial tracking, revenue recognition, ... **Job Overview** + Independently manage end-to-end delivery of data management services for single/multi- service projects, ensuring quality deliverables on time… more
- PNC (Austin, TX)
- …or market. Leads the team to bring the full range of PNC's products and services to the client . Assists other team members in developing their network. Leverages ... has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected...needed to be successful in this position. **Preferred Skills** Account Management, Client Prospecting, Competitive Advantages, Customer… more