- PNC (Austin, TX)
- …and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … more
- EMCOR Group (Paris, TX)
- … Manager and the Facility Managers, overseeing a dedicated region of the client account portfolio. The Regional Coordinator will be an excellent communicator ... day-to-day facility operations and maintenance, and to ensure performance against client expectations. This position is responsible for coordination within the… more
- Deloitte (Austin, TX)
- …to account leadership, shaping and strengthening win strategies on Federal engagements. + Contract Lifecycle Management: Guide and coordinate proposal and award ... improvements through technology. + NCMA Certifications such as Certified Professional Contracts Manager (CPCM), Certified Federal Contracts Manager (CFCM),… more
- PNC (Houston, TX)
- …the manager 's discretion. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the ... management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Has a book of business that typically consists of the… more
- Bank of America (Humble, TX)
- …industry or sales experience + Bi-lingual Spanish speaking **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since… more
- Bank of America (Allen, TX)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Mckinney, TX)
- …of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since… more
- Bank of America (Cypress, TX)
- …Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Dallas, TX)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Houston, TX)
- …Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more