- Comerica (Dallas, TX)
- …trust seminars for communities and individuals in order to identify prospects for services . Design and implement the sales process by carefully matching ... needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the … more
- Bank of America (San Antonio, TX)
- …Senior Business Manager to develop, implement, and monitor the teams client service model **Responsibilities:** + Maintains an understanding of the Chief ... to develop and prepare candidates to further develop and service the FA Teams client base. The...and Investment Management Specialist to support the coordination all sales and service activities. Works with the… more
- Citigroup (San Antonio, TX)
- …with transparency **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, ... The Registered National Investor Center Support Associate is a Client Service and Sales support...matching clients with the correct set of products and services + Directly responsible for providing timely responses to… more
- Burns & McDonnell (Houston, TX)
- …electric utilities, municipal electric utilities, and electric cooperatives. This project manager will be a seller-doer, conducting sales and marketing ... new, and manage existing, client relationships through client marketing and project interactions; identify new sales... offered by Burns & McDonnell outside the project manager 's core set of services . + Willingness… more
- Bank of America (Fort Worth, TX)
- …program, ultimately earning SIE, S7 and S66 certifications * Focuses daily on service to sales with existing Merrill clients * Provides exceptional ... Join us! **Job Description:** This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several… more
- Fifth Third Bank, NA (Houston, TX)
- …with licensing guidelines. + Minimum of eight (8) years of successful sales / client service experience in financial services industry. + Stays abreast ... relationship. + Demonstrates proficiency in the utilization of consultative and advice driven sales ; manages execution of client service standards to develop… more
- Bank of America (Grand Prairie, TX)
- …help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by ... borrowing and banking to recommend alternative or additional financial services that best align with the client 's...spreadsheets and financial skills. + Experience with in-person customer service and sales . + Experience working with… more
- Bank of America (Trophy Club, TX)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... requirements Required Qualifications: * Has a minimum of one year demonstrated sales experience in a relationship-oriented and client -centric environment. In… more
- MUFG (Irving, TX)
- …development regarding variations in behavioral patterns and business practices in assigned client portfolio(s). Assist the assigned AML Department Manager in ... the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building… more
- Prime Therapeutics (Austin, TX)
- …client priorities; work with Employer Account Manager to ensure member and client service excellence and satisfaction + Lead client meetings as ... The Employer Account Executive serves as the primary relationship manager for multiple employer/administrative services only (ASO)...is required + 5 years of client service experience to include 2 years of sales… more