- Bank of America (Plano, 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 (El Paso, 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
- AECOM (Austin, TX)
- …work options, well-being resources, employee assistance program, business travel insurance, service recognition awards, retirement savings plan, and employee ... be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to...Practice Leader to join our Texas team.** This high-impact, client -facing role offers the opportunity to shape the future… more
- WTW (Austin, TX)
- …and absence management benefits for clients. Responsibilities include: + Partnering with client service team leader to deliver superior project management + ... Proactively advising clients and providing superior client service in response to day to...of client deliverables to ensure alignment to client objectives, leverage of optimal WTW services … more
- Comerica (Dallas, TX)
- …to existing customers. Works closely with TM Sales Officer and Relationship Manager to understand the client 's business environment, strategies and industry ... in this role requires the ability to provide a high level of customer service and satisfaction. Critical attributes in this role includes having high attention to… more
- WSP USA (Dallas, TX)
- …quality control plans, and adequacy of risk management plans. + Provide construction services as requested by the client , including construction site visits. ... signed Service Agreement where WSP has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited resumes, including… more
- Bank of America (San Antonio, TX)
- …development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- BMO Financial Group (Dallas, TX)
- …in compliance with bank policies and procedures while maintaining an exceptional client service environment. + Performs financial analysis and calculations, ... exceeded. Escalates issues when needed. + Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. +… more
- PNC (Mansfield, TX)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating… more
- US Bank (Houston, TX)
- …due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon a client 's unique situation + Refer and ... to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership...partner with other financial services within other US Bank channels, as appropriate Discover… more