• Senior Advice and Planning Analyst

    Truist (Fort Worth, TX)
    client new business/opportunity presentations and meetings. Delivering superior level of client service to retain clients. This includes: Anticipating ... adding to the collective expertise of the group, educating teammates, and improving service , processes, and systems. Will assist the wealth team members on the most… more
    Truist (08/08/25)
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  • Financial Consultant (FSB)

    Charles Schwab (Austin, TX)
    …relationship by applying a focused client communication strategy, and exceeding client expectations. + **Have a Defined Process:** Demonstrate your ability ... with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab's mass affluent ...have** We place a premium on high performance, quality service and the ability to implement our strategy. Required… more
    Charles Schwab (08/01/25)
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  • Care Center Team Leader - ASC Small Business

    Truist (Arlington, TX)
    …to 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 care center teammates to optimize revenue/value generation, meet client service needs, ensure operational excellence. Directly manages and… more
    Truist (07/18/25)
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  • Site Operations Manager

    Securitas Security Services USA, Inc. (Spring, TX)
    …the security services and related operations provided to an assigned account including client service and problem resolution, service enhancement and ... for assigned account; may be assigned a rank, as defined by client contract. Does not perform...contact to ensure the delivery of high quality customer service for assigned account; evaluates service quality… more
    Securitas Security Services USA, Inc. (05/16/25)
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  • Business Development Principal, Enterprise…

    CBRE (Austin, TX)
    Business Development Principal, Enterprise Occupier Solutions Job ID 207222 Posted 19-Feb-2025 Service line GWS Segment Role type Full-time Areas of Interest Sales & ... and Facilities Management outsourcing pursuits, and will lead interactions in a client -facing role in large, regional and global pursuits, renewals and expansions.… more
    CBRE (05/22/25)
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  • Field Account Executive, Retail Focus

    Zones LLC (Dallas, TX)
    …Management: + Orchestrate internal Zones resources to sell solutions and provide Five-Star Service that exceeds client expectations. + Work in a 'team sales ... choices. But when it comes to providers with innovative and differentiating end-to-end service offerings, there's really only one: Zones - First Choice for IT.TM… more
    Zones LLC (07/10/25)
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  • Sales Account Manager

    Burkhart (Houston, TX)
    …value to Burkhart clients by providing expert advice on dental Merchandise, Equipment and Service in a way that supports both client and Burkhart success. Your ... service sales volume by working closely with your Equipment Specialist and Service Technicians to nurture current client relationships, developing new and… more
    Burkhart (06/07/25)
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  • Legal Wealth Advisor II (Houston or Dallas)

    Truist (Houston, TX)
    …wide range of products and services. 10. Excellent oral, written, presentation and client service skills. 11. Demonstrated ability to lead multi-faceted ... client firms. 2. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients… more
    Truist (07/30/25)
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  • Centralized Lending Specialist

    Bank of America (Plano, TX)
    …effective customer service skills with ability to manage the full client end-to-end origination experience and problem resolution at key points in lending ... disciplinary action up to and including termination. **Responsibilities:** + Provides exceptional client care + Answers inbound calls and make outbound calls to… more
    Bank of America (08/01/25)
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  • Financial Wellness Consultant

    PNC (Mcallen, TX)
    …and uncover collaborative relationships with human resources decision-makers, or dedicated benefits managers to design a custom program for their organization, which ... create new opportunities within the dedicated territory, while expanding our client base. Bilingual Spanish Preferred **Job Description** + Handles relationship… more
    PNC (08/01/25)
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