- Raymond James Financial, Inc. (San Antonio, TX)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... business summary reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client… more
- Raymond James Financial, Inc. (Dallas, TX)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, ... effective communication skills across multiple platforms (phone, email, in-person, virtual ), as well as the ability to organize, manage,...* May enter orders at the direction of the Financial Advisor . * Actively engages in available… more
- Lincoln Financial (Austin, TX)
- …and initiatives, offering strategic guidance and technical leadership. As a trusted advisor , the Team Lead helps shape operational excellence by identifying process ... Serve as a technical subject matter expert and trusted advisor for your area, providing direction on complex projects...volume **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful… more
- JPMorgan Chase (Plano, TX)
- …+ Strong virtual communication skills (Zoom, Teams, WebEx) + Strong financial acumen and analytical skills. + Demonstrated ability to deliver an exceptional ... strategically important to the firm's growth agenda. In this virtual role, you will focus on driving client retention,...As the ideal candidate, you are a proactive client advisor who can operate effectively in a digital first… more
- Anywhere Real Estate (San Antonio, TX)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... enablement and growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales process independently with… more
- Fiserv (Dallas, TX)
- …money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a ... solutions portfolio to deliver differentiated customer value. Acting as a strategic advisor , this individual must have an extensive understanding of the clients'… more
- Elevance Health (Houston, TX)
- …balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace._ _Please note that per ... our policy on hybrid/ virtual work, candidates not within a reasonable commuting distance...insights, and transformation plans. + Acts as a trusted advisor to the Chief of Staff and other senior… more
- American Airlines (Dallas, TX)
- …accurate and timely processing of compensation-related activities, including financial services reimbursements, and supports the development and implementation ... any collective bargaining obligations._ + Serve as a strategic advisor to senior HR and business leaders on executive...well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more. +… more
- Sharecare (Austin, TX)
- …and manage all their health in one place. Our comprehensive and data-driven virtual health platform is designed to help people, providers, employers, health plans, ... The Provider Sales Executive will serve as a trusted advisor and subject matter expert on Provider Solutions related...individual work impacts the organization and its strategic and financial goals; and how tasks and projects affect the… more
- Bristol Myers Squibb (Dallas, TX)
- …MSL captures medical insights and acts as a clinical & scientific advisor to cross-functional partners. Ensures applicable interactions are aligned with enterprise ... The MSL will use various channels for interactions (1:1, group presentations, virtual , etc.) Medical engagement + Effectively collaborates and engages in scientific… more