- Bank of America (Plano, TX)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes… more
- Bank of America (Dallas, TX)
- …include supporting all activities from sale through implementation and coordinating the Client Management process by focusing on client acquisition and deepening ... by making recommendations and creating customized treasury solutions that meet client needs. + Treasury Sales Associates are responsible for supporting Treasury… more
- BMO Financial Group (Irving, TX)
- …reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll ... operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring… more
- ADP (El Paso, TX)
- …service training . Acts as a Liaison between the service center, relationship manager , and the client to explain benefits related processes. + Proactively ... **POSITION SUMMARY:** Ensures platform configuration and readiness to support a client through their annual enrollment processes. This includes all project… more
- SitusAMC (Austin, TX)
- SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a ... team for execution + Owns the process of prioritizing and troubleshooting client questions, including communicating status clearly and proactively keeping the … more
- WTW (Dallas, TX)
- …full spectrum of health and benefit programs. You will support the project manager on select projects, interface with vendors and key clients internally and ... externally, create client deliverables, and ensure quality standards are met. You...CEBS designation, or health and welfare actuarial / underwriting training encouraged **Company Benefits** WTW provides a competitive benefit… more
- SAS Retail Services (Austin, TX)
- …The Retail Supervisor is responsible for achieving and maintaining all client and customer standards by overseeing and directing activities of associates ... Benefits (Medical, Dental, Vision, Life)- 401(k) with company match- Paid Training and Skills Development workshops- Generous Paid Time-Off What You'll Do:-… more
- Bank of America (El Paso, TX)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes… more
- Bank of America (Houston, TX)
- …impact. Join us! **Job Description** The Credit Executive (CE) is a client -facing role responsible for developing new custom credit relationships with strategic ... leadership, Advisors, and clients, while building credibility * Creates a client -centric culture by applying in-depth knowledge of clients, timely renewals, and… more
- Patriot Group International, Inc (San Antonio, TX)
- …as assigned by the Site Manager + Complete and maintain pre-assignment, client , State, and PGI sustainment training as directed. + Position has ongoing ... area, where we provide data center security solutions that protect client applications and data from increasingly sophisticated threats and global attacks.… more