- City National Bank (Houston, TX)
- …from the sales process to portfolio management is smooth and accurate. * Handle advisor and client communication. Serve as the central point of the relationship. ... WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients'… more
- Charles Schwab (Austin, TX)
- …empowers RIAs to focus on clients while benefiting from secure, comprehensive, client -centric solutions. Schwab Advisor Services delivers these offerings ... candidate for this role to work on site in the specified location(s). Schwab Advisor Services is the industry's leading provider of custody, trading, and support… more
- dss+ (Houston, TX)
- …consulting business assessment and implementation engagements. + Act as a trusted advisor to client management and front-line personnel, maintaining and ... firm offering a range of advisory and implementation transformational services in Operational Risk, Operational Excellence, Sustainability enabled by Learning… more
- Oracle (Austin, TX)
- …requirements into elegant, scalable OIPA solutions. + Be the trusted advisor to client stakeholders-guiding decision-making, driving adoption, and ensuring ... for medium to large-scale implementations across insurance and financial services clients. + Collaborate cross-functionally with business, architecture, and… more
- Fiserv (Dallas, TX)
- …strategic and consultative management for a portfolio of existing clients. As the strategic advisor to the client , this individual is required to have an ... in-depth understanding of the client 's business, goals, strategies, and industry trends and directions. This role is focused on helping clients grow their business,… more
- World Wide Technology (Dallas, TX)
- **Why should you join Global Enterprise Sales?** As a Client Services Executive you will lead WWT Services sales efforts with regional Fortune 500/Enterprise ... doing?** Always curious and with outcomes in mind, the Client Services Executive will grow WWT's ...of awarded engagements from the sales phase to the service delivery phase. WWT's Services business consists… more
- Deloitte (San Antonio, TX)
- …and technical issues. + Serve as a trusted advisor by managing client relationships, delivering consultative services , and consistently exceeding client ... Come join the world's leading professional services firm where you will have the opportunity...and monitoring industry trends. + Prepare clear and compelling client reports, participate in internal and external presentations, and… more
- Raymond James Financial, Inc. (Dallas, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic...the financial advisors and branch office. * Opens new client accounts, researches client and security information… more
- ADP (El Paso, TX)
- …with ADP clients and is the direct client contact for retirement plan services . The Client Service Manager is responsible for communicating with clients ... **ADP is hiring a Client Service Manager II.** In this...Responsibility.** **RESPONSIBILITIES:** + Proactively discuss and/or support products and services , and plan design with plan sponsors. Assist clients… more
- ADP (El Paso, TX)
- …with ADP clients and is the direct client contact for retirement plan services . The Client Service Manager is responsible for communicating with clients ... **ADP is hiring a Client Service Manager I.** In this...Responsibility.** **RESPONSIBILITIES:** + Proactively discuss and/or support products and services , and plan design with plan sponsors. Assist clients… more