- Raymond James Financial, Inc. (Dallas, TX)
- …policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with… more
- Bank of America (Dallas, TX)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... loan mortgage originations must register with the federal registry system and remain in good standing. Since this position...* Recommends banking and investments strategies that align with client financial goals and needs * Triages client… more
- HUB International (Fort Worth, TX)
- …customer service with employees committed to adding value to every client activity. **Primary Role:** The Employee Benefits Account Manager works collaboratively ... and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier… more
- Prime Therapeutics (Austin, TX)
- …**Job Description** The Director Stars and Quality is responsible for the client consultation strategy and execution for Prime's Star Rating and Quality program. ... Prime's Center of Excellence as the voice of the client to inform enterprise strategic planning as well as...work experience in Pharmacy Benefits Management (PBM), integrated health system or health plan experience. **Physical Demands** + Ability… more
- HNTB (Austin, TX)
- …foster effective collaboration. This role serves as a liaison between the client , local agencies, and other relevant parties, ensuring smooth communication and ... project plans for regulatory compliance and scrutinizing consultant contracts to safeguard client interests. The ideal candidate will have a deep understanding of … more
- HNTB (Austin, TX)
- …performance: delivery of quality work, on time, on budget and to the client 's satisfaction on every project. This position proactively manages the budget, schedule, ... technical requirements, contractual obligations, and client communications in support of the project's objectives. Provides...task order with no or few subconsultants. + Using system tools to manage, monitor, and deliver smaller projects… more
- Bank of America (Beaumont, TX)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book… more
- Dodge Construction Network (Austin, TX)
- …this role, your primary objectives are to retain and grow client revenue by delivering exceptional value through Dodge's solutions. Success in ... is40-50%for this role. **_Essential Functions_** + Drive revenue expansion and client retention: + Actively grow revenue within assigned accounts through upsell… more
- HNTB (Plano, TX)
- …performance: delivery of quality work, on time, on budget and to the client 's satisfaction on every project. This position proactively manages the budget, schedule, ... technical requirements, contractual obligations, and client communications in support of the project's objectives. Provides...inside and outside of HNTB using sub-consultants. + Using system tools to manage, monitor, and deliver complex projects.… more
- ADP (Dallas, TX)
- …meets client expectations and confirms to the prototype's product specifications and system constraints. + Work with the client and internal ADP groups on ... . In this position you will be the key client owner and single point of contact responsible for...the point of sale through the transition to on-going Client Services. At **ADP** we are driven by your… more