- Bank of America (Grand Prairie, TX)
- …applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + ... service skills with ability to manage the full client end-to-end experience and problem resolution. + Has a...+ A working knowledge of small business products and services . + Bilingual skills. **Skills:** + Client … more
- Bank of America (Mckinney, TX)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...at least one year experience working in the financial service industry and/or a sales environment where goals were… more
- Bank of America (Dallas, TX)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...at least one year experience working in the financial service industry and/or a sales environment where goals were… more
- Atria Wealth Solutions (Fort Worth, TX)
- …completing required continuing education and keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if ... Work with Financial Center Managers to identify and leverage cross-sell opportunities. + Services and performs periodic reviews of existing client accounts and… more
- AECOM (Austin, TX)
- …a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and ... Practice Leader to join our Texas team.** This high-impact, client -facing role offers the opportunity to shape the future...working with the West Region Dams & Hydropower Division Manager , Growth Leads, and Global Dams & Hydropower Lead.… more
- Banfield Pet Hospital (Pearland, TX)
- …Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the ... Practice Manager or Chief of Staff in guiding the team...when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity.… more
- Bank of America (Dallas, TX)
- …include supporting all activities from sale through implementation and coordinating the Client Management process by focusing on client acquisition and deepening ... In addition, these individuals will partner with product specialists and service partners by making recommendations and creating customized treasury solutions that… more
- Bank of America (Houston, TX)
- …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- IBM (Carrollton, TX)
- …architecting complex transformation solutions comprising a broad set of technologies and services to meet client requirements. * Strong knowledge of HR ... **Introduction** IBM, a global leader in technology and business services , is currently seeking a dynamic Solution Architect to join our Business Operations (BoP)… more
- Jacobs (Dallas, TX)
- … relationships. As such, you'll partner with Client Account Managers (CAM) and Client Service Leads (CSL) to help maintain strong account health within your ... While the CAM or CSL is ultimately responsible for client service , you'll facilitate and often lead...Requests for Qualifications/Proposals (RFQ/RFP), you'll debrief the assigned proposal manager on MG intelligence and the opportunity win plan… more