- Raymond James Financial, Inc. (Fort Worth, TX)
- …markets, products and industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management ( CRM ) software, or similar contact ... Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative...Handle stressful situations and provide a high level of customer service in a calm and professional manner. +… more
- Otsuka America Pharmaceutical Inc. (Austin, TX)
- **Position Summary:** The Associate Director of Global Medical Affairs Omnichannel will be responsible for developing and leading the omnichannel strategy for Global ... and deployment of scientific content across multiple channels, ensuring alignment with customer journeys and preferred formats. + Help guide internal teams on… more
- Mercedes Benz of Sugar Land (Sugar Land, TX)
- …Automotive retail sales + Previous experience utilizing and maintaining a CRM + Professionalism, Organization and Customer Relationship building skills ... States | MB Sales | Full Time | After 60 Days Pre-Owned Sales Associate Mercedes-Benz of Sugar Land is seeking creative, goal oriented, experienced Pre-Owned Sales… more
- JPMorgan Chase (Plano, TX)
- …skills and capabilities:** + 2+ years of experience in a sales, client management , relationship management or related field + Strong organizational ... a dynamic, global environment. As a Payments Sales Support Associate in the Global Payments Corporate Sales organization, you...Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM software + Ability to analyze data and generate… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX. Job Title: Operations Associate Job Type: ... 2512 Horne Street, Suite 100, Fort Worth, TX 76107 Reports To: Operations Manager Job Overview Operations associates are responsible for handling a myriad of… more
- Xylem (Lubbock, TX)
- …building skills with strong verbal and written communication skills. + Experience with a Customer Relationship Management ( CRM ), Configure Price Quote ... We invite passionate individuals to join our team, dedicated to exceeding customer expectations through innovative and sustainable solutions. **THE ROLE** : The… more
- Erickson Living (Dallas, TX)
- …appointments attended by prospective residents. + Manage the integrity of our Customer Relationship Management database information and reports. ... Join our Sales and Marketing team as a Sales Associate , where you'll play a key role both independently...tactics, talking points, events, etc. + Develop and sustain customer relationships that result in revenue generation. + Conduct… more
- Resideo (Houston, TX)
- …with an ability to negotiate and understanding of marketing skills + Knowledge of Customer Relationship Management Tools + Candidates who thrive in a ... and reach a minimum number of calls every day to present leads. **Build Customer Relationship ** + Promote positive relationships within the ADI organization to… more
- Kestra Financial (Cypress, TX)
- …This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a ... wealth planning firm in Cypress, Texas, is seeking an Associate /Service Wealth Advisor for a great opportunity for the...products and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Requirements Essential… more
- Principal Financial Group (Austin, TX)
- …+ Design, develop, and maintain software solutions that support wealth management platforms and client-facing applications including Salesforce CRM and ... experience) + 8+ years of experience in software engineering, with experience in customer engagement, AI chatbots, CRM , or advisor platforms is required. +… more