- Atria Wealth Solutions (Fort Worth, TX)
- …Work with Financial Center Managers to identify and leverage cross-sell opportunities. + Services and performs periodic reviews of existing client accounts and ... plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative . + Remains visible to the… more
- Fiserv (Austin, TX)
- …client operational escalations to resolution and monitor escalated support tickets, client enhancement requests, and major Professional Services projects. + ... need to have:** + 2+ years of experience in client relationship management, service delivery, and/or sales...steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email… more
- Truist (Dallas, TX)
- …description:** Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group (ie, Higher Education and Government) ... and new client acquisition opportunities 5. Responsible for providing client working capital services and solutions, including receivables, payables,… more
- Texas A&M University System (Gonzales, TX)
- … Services and Marketing to actively promote new or modified tests, TVMDL services or other client -education topics by writing and/or editing copy, speaking at ... laboratory operations, including budgetary matters, routine testing, test development, client communications, quality assurance, safety, and employee well-being. The… more
- First Horizon Bank (TX)
- …resolution of suspicious or unusual ACH activity, coordinating with Fraud, Compliance, and Client Services teams as needed. 7. Support periodic ACH risk ... monitoring, and mitigating risks associated with the Automated Clearing House (ACH) client portfolio at First Horizon Bank. This role supports compliance with… more
- Fiserv (Frisco, TX)
- …met or exceeded. + Develop operational relationships with clients, contributing to client satisfaction with service delivery through regular contact and ... + Participate in implementations to ensure on-time delivery of services that meet client requirements by coordinating...changes in procedures and scope of delivery to improve service . **What you will need to have:** + 6+… more
- CBRE (Dallas, TX)
- …part of the Client Consulting function. They are responsible for Advisory services in relation to real estate operations and investments. **What You'll Do:** + ... knowledge of the field of change management theory and practical application + Strong client - service oriented work ethic driven by a desire to act + Passion… more
- Truist (Houston, TX)
- …**Please review the following job description:** Identify, solicit, develop, manage, service , retain and grow long-term profitable middle market relationships in ... range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual… more
- Fiserv (Dallas, TX)
- …as lead client -facing delivery liaison and engagement manager between the client and the various product, service and solution teams involved throughout ... are responsible for overseeing and managing the business partnership with assigned client (s) including all levels of client stakeholders including executives… more
- SCI Shared Resources, LLC (Houston, TX)
- …prospective client through the pre-planning process and selection of services and property that most appropriately meet their needs. Shows property and ... sales trainee, learn the industry, products, product finance / insurance options, services as well as use of Customer Relationship Management software and… more