- Wells Fargo (Dallas, TX)
- …other Wells Fargo team members to build strong relationships, provide superior service and advice, and enhance other opportunities **In this role, you will:** + ... or functional area, including sharing relevant information with coverage team partners + Lead modifications, renewals, and refinancings of...levels across the enterprise and serve as an expert advisor to leadership to resolve client issues… more
- City National Bank (Austin, TX)
- …strong leadership in driving team performance, maintaining high standards of client service , and aligning efforts with overall business objectives. * ... geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Manages...clients to discuss and promote all Bank products and services in order to establish a total client… more
- PNC (Houston, TX)
- …PNC Private Bank takes a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment ... Advisors in PNC Private Bank are responsible for developing client solutions and strategies, including lending, investment management, estate/retirement planning… more
- City National Bank (Houston, TX)
- …high quality. * Participate and/or lead client meetings and work within a team environment to deliver integrated planning services to clients. * Keep abreast ... team in the development of HNW and UHNW client facing materials in the areas of Estates and...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… more
- Truist (Fort Worth, TX)
- …of client service to retain clients. This includes: Anticipating client and advisor needs through proactive behavior, taking of initiative and keeping ... service , processes, and systems. Will assist the wealth team members on the most complex financial, tax, legacy...workflow. Communicating current and ongoing status of work to team and client as well as results… more
- NTT America, Inc. (Austin, TX)
- …The purpose is to primarily pursue, and land qualified leads identified by the Client Management team and other respective teams. The Senior Data Center Sales ... partner configurations, cost structures, and revenue models to the client that meet their needs. We are seeking a...Center Sales Specialist to join our Data Center Solutions team at a leading Global Systems Integrator. This quota-carrying… more
- Deloitte (Houston, TX)
- …desirable + Extensive track record of success in Delivery Excellence/Risk and/or in client service delivery + Demonstrated track record of developing creative ... i) as a key member of a specialized pursuit team , supporting Operate pursuits and engagements in the lead...Core Risk Managers on foundational Operate plays (eg, AMS+, Deloitte-as-a- Service , Hybrid Services , and Sticky Deal Constructs),… more
- NTT America, Inc. (Austin, TX)
- …based on client and project needs*_** **Duties and Responsibilities:** **A. Services Sales/Presales support** + 1st call credibility + Support of sales/presales ... support** + Ability to manage expectations with the project team and client + Flexibility to support...of follow up and documentation of results + Trusted advisor to the project team (NTT Data… more
- Ensono (Houston, TX)
- …supervises groups of projects, focusing on long-term business objectives + Managing the client relationship and gaining trusted advisor status + Working closely ... demonstrate the ability to work independently and multi-task while supporting multiple client relationships. Candidate should be a team player. Technical acumen… more
- REEDS Jewelers (Corpus Christi, TX)
- …Excellence + Create memorable, one-on-one client experiences by delivering personalized, high-touch service + Act as a trusted advisor by understanding each ... prestigious names in fine jewelry and timepieces. Here, exceptional client service is an art form -...using clienteling systems and CRM tools + Collaborate with team members to ensure every client interaction… more