- 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
- NTT DATA North America (Plano, TX)
- …compete today and into the future. This role will build trusted working relationships with our client and account teams as well as with key members in our ... Client Growth Office's organization. With the rapidly changing environment...healthcare industry, unique technical skills and be an effective manager and communicator in order to successfully drive multiple… more
- Atlas (San Antonio, TX)
- …hyperscale data center owners, semiconductor manufacturers, and large contractors. Serve as account manager for select strategic clients and work across teams ... emerging client needs and industry trends. + Client Relationships and Account Management: Develop and...kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other… more
- Kohler Co. (San Antonio, TX)
- …is responsible for working side by side with the sales staff and Showroom Manager , adding value and efficiency to the client experience. Success in this ... position includes execution of both Client -Facing and Stock/Operations duties in support of the Showroom's...Leads, follow-up communications as directed + Social Media: Instagram Account Administration as directed by Showroom Manager … more
- Zurich NA (Dallas, TX)
- …mindset to write profitable business. This role will be filled at either the Account Executive or Senior level. The hiring manager will determine the appropriate ... 120 days prior to effective date. + Update required systems with details of broker / client visits and account status within specified time frame. + Serve as key… more
- Bank of America (Plano, TX)
- …trends + Collects and interprets data to validate operational processes + Account Receivable and Inventory analysis supporting Asset Based Lending loan portfolios + ... Determine eligible client collateral in accordance with Credit Agreement + Review...orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status… more
- NTT America, Inc. (Plano, TX)
- …GTM Leader owns relationships with clients, aims to increase customer satisfaction, account revenue, and profitability, and ensures the portfolio meets KPIs. They ... must actively initiate and support sales efforts in partnership with the General Manager and Sales. The director should have deep expertise in Healthcare & Life… more
- Deloitte (San Antonio, TX)
- Edge Architect (Specialist Master/ Manager ) AI & Engineering (Connected Edge) Join our AI & Engineering team in transforming technology platforms, driving innovation, ... data platforms. Our delivery models are tailored to meet each client 's unique requirements. Our Hybrid Cloud Infrastructure/Connected Edge team delivers specialized… more
- Capgemini (Dallas, TX)
- …outcome-based deals through consultative/value sales methodologies + Experience in a senior client partner/ account executive role managing an account ... commitment through maintaining strong customer satisfaction and being seen by the client as a trusted advisor + Develop positive relationships and regular contact… more