- Comerica (Houston, TX)
- …Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the ... contributing to the overall success of the Wealth & Institutional Management business unit by building and maintaining a...business and being accountable for the success of the client relationship . What we can offer you… more
- Bank of America (Houston, TX)
- …Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- TIAA (Frisco, TX)
- …Work **Career Level** 9PL Related Skills Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, ... ensures talent development of Advisor Consultants and serves as a mentor and manager for the team. **Key Responsibilities and Duties** + Leads a team of… more
- Charles Schwab (Austin, TX)
- …registered domestic and international broker-dealers and registered retail and institutional investment advisors. The team's scope includes audit execution and ... oversight for Schwab's: (i) client -facing activities supporting retail investors and independent investment advisors on Schwab's platform and their clients; (ii) … more
- JPMorgan Chase (Plano, TX)
- …by taking ownership of end-to-end onboarding activities including fund manager communications, instruction capture setups, static data configurations, and eventually ... JIRAs on a daily basis + Create, maintain and update procedures for client specific deliverables + Daily compliance and review of controls and procedures outlined… more
- JPMorgan Chase (Plano, TX)
- …across the Operations businesses in the Commercial & Investment Bank. As the primary relationship manager to the client , this position offers an exciting ... identify issues and trends, develop solutions, and address root causes. + Strong relationship management skills and ability to navigate across the function and the… more
- Sodexo (San Angelo, TX)
- …sodexo employees. There is also a subcontract employer for us with another manager , 6 supervisors and 65 employees. Daily client interaction is expected. ... two dining facilites under the direction of the general manager , with a team of 3 other managers, 6...in a high volume facility + strong management and relationship building skills + a focus on food safety/sanitation… more