- Zones LLC (Dallas, TX)
- Client Solution Architect Professional Services Dallas, Texas.... What You'll Do as a Client Solutions Architect: As the Trusted Advisor , help new ... - First Choice for IT.TM Zones is a Global Solution Provider of end-to-end IT solutions with...with disabilities to perform the essential functions. As a Client Solutions Architect (CSA), you'll be working… more
- IBM (Coppell, TX)
- …* Cloud Knowledge: Expertise in the Cloud market to quickly become a trusted client advisor (training on IBM's Cloud offerings will be provided). * Understanding ... embed IBM's technology portfolio into Partner's reference architectures, practices, and solutions versus competition. As a deeply technical seller, you'll increase… more
- Thrivent Financial (Houston, TX)
- …in the area. + Connect matrixed partners within the area to grow diverse advisor and client segment. + Attract and launch talent through market leaders ... accountability so market leaders deliver on advice adoption and solution sales and advisor capacity growth in...into practices in key areas or markets. + Ensures client facing talent is given the advice, solutions… more
- Raymond James Financial, Inc. (Boerne, TX)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented...-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing… more
- City National Bank (Houston, TX)
- …to obtain * Think and act like a PM; stand in as the PM - team, client , and advisor facing; mindset of serving clients and advisors * Well-versed on CNR's ... for trades and allocation changes for existing clients. * Client calls and inquiries: be able to discuss both...and the firm's investment thesis - Specific strategies and solutions : business description and reasons we own - Tie… more
- JPMorgan Chase (Plano, TX)
- …of Client Transfers, you'll play a crucial role in managing client transitions across different channels and solutions . Your responsibilities will include ... to managers and executive updates to business leaders; present program updates, advisor trends, and client outcomes to senior leadership **Required… more
- JPMorgan Chase (Plano, TX)
- …to managers and executive updates to business leaders; present program updates, advisor trends, and client outcomes to senior leadership. **Required ... play a crucial role in the Executive Office of Client Transfers. You'll lead the delivery, execution, and analysis...field managers and Advisors to arrange, organize, and troubleshoot solutions on important Advisor programs including Teaming,… more
- Edward Jones (Dallas, TX)
- …matter expert on the most advanced and ever evolving topics including tools or client solutions to our branches through the various channels available within the ... Consultation is an area within Wealth Management Advice and Solutions (WMAS) that serves as the planning and investment...Planner will serve as a conduit between the financial advisor , client and the home office stakeholders… more
- JPMorgan Chase (Houston, TX)
- … growth and efficiency opportunities. **Job Responsibilities:** + Act as a key advisor to the client , providing advice/consultation on decision making. + Act ... If you're a self-starter with good collaboration skills and a passion for client service, then you've found the right team! As a Client Service Account Manager,… more
- Bank of America (Sugar Land, TX)
- Financial Solutions Advisor I - Registration Candidate - Consumer Investments - West Houston Area Sugar Land, Texas **Job Description:** Please note this ... role and throughout your career journey. As a **Financial Solutions Advisor Stage I (FSA I)** ,...be taught the foundational skills needed to be an advisor - from acquiring, building and managing client… more
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