- Bank of America (Houston, TX)
- …full spectrum of borrowing and banking offerings at each stage of the client 's life plan. Key responsibilities include acquiring new and deepening existing client ... expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. **Responsibilities:** +… more
- Paycom Online (Austin, TX)
- …leads the Paycom implementation by partnering with Outside Sales Reps, Client Relations Representatives (CRR), Paycom Specialists (PSD), and New Client ... project objectives and timelines + Provides technical and functional support to all internal and external parties with a...Paycom Project Plan to collect outstanding data for each client (s) and ensure all deadlines are met + Works… more
- Bank of America (Allen, TX)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... * Recommends banking and investments strategies that align with client financial goals and needs * Triages client...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- PNC (San Antonio, TX)
- …the manager 's discretion. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the ... management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Has a book of business that typically consists of the… more
- Bank of America (Cypress, TX)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... + Recommends banking and investments strategies that align with client financial goals and needs + Triages client...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- IQVIA (Austin, TX)
- …expertise, this team is relied on to provide disease and treatment expertise in support of our clients for their platform (OAP), LAAD and APLD data purchases. ... consulting projects or components of larger, complex projects. + Reviews and analyzes client requirements or problems and assists in the development of proposals of… more
- Bank of America (Fort Worth, TX)
- …impact. Join us! **Job Description:** This job is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center ... toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by… more
- Comerica (Houston, TX)
- … needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the ... high performing book of business and being accountable for the success of the client relationship. What we can offer you Comerica Funded Retirement Plan and 401(K)… more
- Truist (Arlington, TX)
- …needs, ensure operational excellence. Directly manages and supports the development of client servicing and support capacity teammates. Utilizes a variety of ... cover as needed. Foster an environment to deliver care through exceptional client service by providing day-to-day leadership and motivation to drive performance of… more
- ReSource Pro (Austin, TX)
- …Equip sales teams with effective materials (pitch decks, use cases, briefs) to support client engagement. + Mentor junior team members, foster cross-functional ... platforms and the broader insurance technology ecosystem. + Partner with sales and client executives to drive and refine the opportunity pipeline. + Lead client… more