- Atria Wealth Solutions (Fort Worth, TX)
- … client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to ... plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative . + Remains visible to the… more
- Truist (Houston, TX)
- …to work with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... investment , trust and fiduciary services, and insurance services) in...* Ensure the team delivers personalized, attentive, needs based service to the client base through sound… more
- Truist (Bryan, TX)
- …process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use ... (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, mortgage, planning,… more
- Truist (Fort Worth, TX)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... work with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, … more
- CBRE (Richardson, TX)
- Customer Service Manager Job ID 229059 Posted 22-Jul-2025 Service line Corporate Segment Role type Full-time Areas of Interest Administrative, Customer ... Service , People/Human Resources Location(s) Dallas - Texas - United...satisfaction. + Verify projects and programs alignment with the client 's business needs goals and objectives. + Review special… more
- HUB International (Argyle, TX)
- …Executive to manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting ... broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650… more
- CBRE (Dallas, TX)
- Digital & Technology Product Sr Manager Job ID 227493 Posted 17-Jul-2025 Service line GWS Segment Role type Full-time Areas of Interest Digital & ... Manager, Data plans ahead, implements, and optimizes data and semantic products for client deployment and AI readiness. The ideal candidate will have a strong… more
- HUB International (San Antonio, TX)
- …+ Works closely with Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering to HUB Broker Standards + ... Executives managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting… more
- Optiv (Dallas, TX)
- …of the Optiv technology and services portfolio meet the specific needs of the client stakeholders. + Collaborate with service delivery to ensure the team has ... The Senior Domain Security Advisor (DSA) is the representative expert in a dedicated technology and brings...Interface and partner with the internal Optiv teams, particularly service delivery liaisons, to align client expectations… more
- CBRE (Austin, TX)
- …levels, org constructs); distill findings into concise benchmarking reports that guide client investment and operating decisions + Facilitate partner interviews, ... Manager - Organizational Design & Transformation Job ID 228886 Posted 17-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Consulting… more
Recent Jobs
-
Graduate Research Assistant - CLA Dean's Office
- University of Texas Rio Grande Valley (Rio Grande, TX)
-
Technical Training Coordinator
- LCEC (North Fort Myers, FL)
-
Senior Specialist Purchasing
- Adecco US, Inc. (Liberty, SC)
-
Director of Facility Operations
- Westborough Behavioral Healthcare Hospital (Westborough, MA)