- Raymond James Financial, Inc. (San Antonio, TX)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... accounts and researches client and security information using internal...client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing… more
- Raymond James Financial, Inc. (Dallas, TX)
- …summary reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, securities ... support to the financial advisors and branch office. * Opens new client accounts , researches client and security information and tracks daily contacts for team using… more
- Concentrix (Austin, TX)
- …for our staff and our clients. Concentrix is a global leader in customer experience solutions and technology, improving business performance for some of the world's ... clients worldwide. Our vision is to be the greatest customer engagement services company in the world, rich in...practices and disciplines of the company. Acts as an advisor and coach internally to develop win strategy through… more
- UL, LLC (Austin, TX)
- …area. + Make connections and build trusted advisor status with relevant account owners. + Supports smooth hand-off of customer to implementation teams or ... + Support development of global account managers' multi-year account plans +...for ComplianceWire products / services by providing input on customer needs, pain points, trends, etc. to product /… more
- UL, LLC (Austin, TX)
- …area. + Make connections and builds trusted advisor status with relevant account owners. + Support smooth hand-off of customer to implementation teams or ... + Support development of leadership's multi-year account plans in Software by providing insight on...for ComplianceWire products / services by providing input on customer needs, pain points, trends, etc. to product /… more
- JPMorgan Chase (Dallas, TX)
- …last 160 years, we have been serving the world's wealthiest families as wealth advisor , trustee and investor. We have over 500 fiduciary professionals, located in 19 ... manages clients' mineral interests as fiduciary for Trust, Agency and Foundation accounts holding oil, gas and minerals. This includes providing land management and… more
- Antech Diagnostics (Austin, TX)
- …Mars Science and Diagnostic ("SDx") offerings. The DSM will serve as an advisor , leader, and technical expert to support peer mentorships and will support ... expedite the closure of new business and renewals and resolve complicated customer issues. **Essential Duties and Responsibilities** + Create and implement territory… more
- Chart Industries (Stafford, TX)
- …Working in conjunction with the sales and engineering team as the key technical advisor and product advocate, the Applications Engineer must be able to identify and ... provide reliable solutions for all technical and commercial issues to assure complete customer satisfaction through all stages of the sales process. **_What Will You… more
- Google (Austin, TX)
- …qualifications:** + Experience supporting executive relationships, and developing territories or accounts from scratch, while ensuring customer success, adoption ... forecasting accurately and reporting territory performance. + Collaborate with Google accounts and cross-functional teams such as Customer Development,… more
- Palo Alto Networks (Dallas, TX)
- …that arise + Build and maintain relationships with key customers to solidify reference accounts and to assist the account teams with defining plans to drive ... you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees,...and product improvements based on insights gained from your customer interaction. Your team will play a key role… more
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