- Kestra Financial (Cypress, TX)
- …This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a ... industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Requirements Essential Duties and Responsibilities… more
- Reckitt (Irving, TX)
- …data interpretation; Global Medical Affairs, Consumer behaviour, Stakeholder relationship management ; Customer relationship management , Key account ... and financial data and personnel information. * Using advanced software skills, will be responsible for the preparation of...Manage invoices and other related tasks related to the manager 's budget. * Coordinate with vendors, venues, and other… more
- American Heart Association (Dallas, TX)
- …manner. + Ability to document plans, progress, and results in the Association's Salesforce Customer Relationship Management system in an accurate and timely ... + Supplies charitable estate planning illustrations using Crescendo Interactive software . + Supplies information and reviews estate plans with prospective… more