- Edward Jones (Bee Cave, TX)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...and maintain strong relationships with clients, referral sources, and internal client support team members. + **Account Management:** Aptitude… more
- Kestra Financial (Fort Worth, TX)
- …case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the ... the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities * Supports Lead ...once * Ability to build relationships with clients and internal partners and influence others without direct control Education… more
- Fujitsu (Longview, TX)
- …best practices, overseeing the production of deliverables, and establishing trusted advisor status with business and technology stakeholders. Key Responsibilities: + ... overall QA/testing efforts and supporting business with User Acceptance testing. Trusted advisor to our clients + Establish trusted advisor status with… more
- Truist (Westlake, TX)
- …clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and ... 1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and prospective clients with a… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial ... Advisor expenses. + Creates reports to build more practice...client accounts and researches client and security information using internal databases and other technologies. + Ensures key client… more
- Prysmian Group (Marshall, TX)
- …cultivating a high-performance culture, fostering strong labor relations, and serving as a trusted advisor to plant leadership and staff. A key focus of this role is ... compliance, performance management, talent acquisition and development, succession planning, internal communications, policy administration, payroll, compensation, and benefits. They… more
- JPMorgan Chase (Houston, TX)
- …and Middle office to create a seamless and integrated client and advisor experience. Client Service Administrators provide dedicated administrative support to the ... advisor team to support smooth team operations and servicing....such as time and expense, scheduling of client / internal meetings, team calendar management, sending mail + Follow… more
- Applied Materials (Austin, TX)
- …continuously improve. You will learn Applied Materials overall businesses and become a trusted advisor to partner with and guide our internal customers in their ... the delivery of large projects and act as an advisor on commercial terms and sourcing methodologies. You will...grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition… more
- PNC (Houston, TX)
- …a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and ... knowledge learned to drive business results (eg, deal, sales, or process support, internal or external client interaction, or supporting internal projects). +… more
- Dell Technologies (Round Rock, TX)
- **Data Science Senior Advisor ** Data Science is all about breaking new ground to enable businesses to answer their most urgent questions. Pioneering massively ... a profound social impact as a **Data Science** **Senior Advisor ** in our **Data Science** team in **Hopkinton, Massachusetts**...in ML model deployment + Ability to work with internal stakeholders to transfer business questions into data science… more