- Edward Jones (Dallas, TX)
- …tax planning strategies for clients. Setting expectations with tax planning/legal service provider, client , financial advisor , and High Net Worth team to deliver ... client -facing professional team required + Understanding of Financial Advisor and Branch Team Support Member(s) processes including the...guidance to support the branch in creating a tailored solution for each client . + Proficiency using… more
- SAP (Houston, TX)
- …growth, great benefits, and a team that wants you to grow and succeed. As the Solution Advisor Expert (SA), you will be the go-to person for any solution ... for key customers + Provide both standard and customized/personalized solution demonstrations that bring SAP solutions to...industry leaders and competitive differentiators + Viewed as a solution expert and trusted advisor with a… more
- NTT America, Inc. (Plano, TX)
- …adaptable, and forward-thinking organization, apply now. We are currently seeking a Digital Solution Architect Lead Advisor to join our team, 100% Remote in ... dynamics, continuously seeking opportunities to learn from market responses and pivot solution assets to meet evolving client needs. **Core Responsibilities**… more
- World Insurance Associates, LLC. (Houston, TX)
- …is going to enjoy an incredible run with us. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We ... / Revenue Producer - Greater Chicago Metro Area Our Client Advisors bring risk management solutions to both businesses and individuals. Your primary focus will… more
- Netsync Network Solutions (San Antonio, TX)
- … to fix a diverse range of business problems for large variety of client verticals, using the best technology solutions to meet specific business needs. ... enablement training to localized sales teams. + Become the client 's trusted technical advisor on major projects...core technology services and design of the most complex solutions across a broad range of client … more
- Teleperformance USA (TX)
- …pinnacle of the company? At TP, the sky is the limit!** **Purpose** **The Client Solutions Account Manager will oversee the execution and implementation of ... level KPI performance.** **You will serve as a trusted advisor to the client and bring a...etc.) to resolve client issues and complete client requests.** + **Lead solution development efforts… more
- JPMorgan Chase (Dallas, TX)
- …to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage ... Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues… more
- IBM (Dallas, TX)
- …Cloud Market Knowledge: Ability to develop cloud market knowledge to become a trusted client advisor (training on IBM's Hybrid Cloud offerings will be provided). ... account managers, and delivery leadership to ensure successful execution of client engagements. Responsibilities * Lead and coordinate multiple project teams,… more
- Raymond James Financial, Inc. (Fort Worth, 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
- IBM (Coppell, TX)
- …team. A Practice Director will work with project teams to assist with client advisory, scoping of implementations, solution design and overall engagement ... Director and Sales Team, design and propose realistic, implementable solutions that incorporate client requirements, software capability...practices and share with team. * Act as senior client -facing advisor on designs and best practices.… more