• Personal Lines Sales Producer ( High

    WTW (Houston, TX)
    …+ Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by phone and face to face with clients + ... the performance review of team members + Provide timely / quality feedback to service team members; assist team members in acquiring new skills + Help to identify… more
    WTW (05/09/24)
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  • Wealth Advisor III

    Truist (Houston, TX)
    …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... Responsible for developing and deepening client relationships through needs-based, high -level client service and through delivery of...a broad range of wealth products and services to high net worth individuals. Essential… more
    Truist (04/05/24)
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  • Merrill Financial Solutions Advisor - Houston…

    Bank of America (Houston, TX)
    …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
    Bank of America (05/10/24)
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  • Service Technician - Prevost/Volvo Buses

    Volvo Group (Houston, TX)
    Service Technician - Prevost/Volvo Buses Location: Houston, TX, US, 77066S. Plainfield, NJ, US, 07080Secaucus, NJ, US, 07094Fort Worth , TX, US, 76155Mira Loma, ... Planfield, Secaucus), Tennessee (Goodlettsville), Florida (Jacksonville, Orlando), Texas (Fort Worth , Houston), California (Mira Loma, San Francisco), Illinois (Chicago,… more
    Volvo Group (05/01/24)
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  • Mobile Service Technician

    Volvo Group (Houston, TX)
    …+ Be proficient in electronic media and laptop use **Mobile Heavy Duty Diesel Service Technician Education & Experience** + High School Diploma or GED required ... Mobile Service Technician Location: Houston, TX, US, 77066S. Plainfield,...US, 37072Secaucus, NJ, US, 07094Mira Loma, CA, US, 91752Fort Worth , TX, US, 76155 Position Type: Professional Transport is… more
    Volvo Group (05/01/24)
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  • Insurance Sales Producer

    HUB International (Houston, TX)
    …Responsibilities** As a HUB Insurance Sales Producer, you will prospect for Affluent and High Net Worth clients based on your local networks, connections, ... needs. We are a company dedicated to superior customer service with employees committed to adding value to every...self-starter who is able to sell and develop strong High Net Worth relationships. We… more
    HUB International (05/04/24)
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  • Registered Client Service Associate

    Comerica (Houston, TX)
    …The SA role assists one or more Financial Consultants (FC) in a Retail, High Net Worth , or Institutional capacity. Position Competencies Successful ... Registered Client Service Associate The Securities Senior Sales Assistant (SSA)...responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are… more
    Comerica (06/11/24)
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  • Manager, Asset Management Partnerships

    KPMG (Houston, TX)
    …with that list + Proven experience with pass-through entities, partnerships, corporations and high net - worth individuals and families + Experience managing ... client relationships + Advise clients and be accountable for delivering high quality tax service and advice + Manage risk and financial performance of… more
    KPMG (05/18/24)
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  • Tax Director - Private Client Services -…

    Cherry Bekaert (Sugar Land, TX)
    …heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes providing services ... status updates and communicate and involve the partner in the resolution of client service , tax or accounting problems/issues as they arise. + Work to wrap-up tax… more
    Cherry Bekaert (04/09/24)
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  • Analyst, Asset Management

    SitusAMC (Houston, TX)
    …tests regarding debt service coverage ratio, debt yield, loan-to-value, and guarantor net worth hurdles. + Support asset management team in their daily ... Team and Servicing team to deliver accurate, timely and consistently high -quality services. Candidates should possess strong analytical skills, advanced Excel skills… more
    SitusAMC (05/22/24)
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