- Frontall USA LLC (Irving, TX)
- …car Dental insurance Health insurance Paid time off Vision insurance About the client : They are a global logistics and freight forwarding company that acts as ... to identify the needs of prospective clients and perform as a trusted advisor for their forwarding needs. Key Responsibilities: Seek out new clients and establish… more
- StanMindsetMomentum (Dallas, TX)
- …that support individuals navigating career or lifestyle change. As a Remote Growth Advisor you will engage with people seeking new direction and guide them towards ... goals. We are currently seeking driven individuals to support client outreach and engagement. This role is well suited...and structured scripts Introduce premium digital programmes suited to client goals Manage follow up and maintain contact using… more
- RollKall (Irving, TX)
- …It's a bit of account manager, a bit of project manager, a whole lot of client champion. WHAT YOU'LL BE DOING Client Success & Implementation Guide new agencies ... Account Managers on growth initiatives and user engagement Be a trusted advisor to stakeholders at every level Relationship Building Build strong relationships with… more
- Principal Financial Group (Dallas, TX)
- …integrate with CRM and planning systems. + Guide UI development for seamless client - advisor interactions across chat, video, and co-browsing experiences. + Build ... maintain software solutions that support wealth management platforms and client -facing applications specifically for our advising and servicing platform, enabling… more
- Neuberger Berman (Dallas, TX)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by ... **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+...customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis… more
- Enverus (Dallas, TX)
- Segment Director/ Advisor , Power Markets | Utilities Why YOU want this position At Enverus, we're committed to empowering the global quality of life by helping our ... Enverus is the right company at the right time. As a Segment Director/ Advisor , you will collaborate with product development, sales, customer success, and marketing… more
- Fannie Mae (Plano, TX)
- …redesign, and optimize sales-related processes to enhance operational efficiency, client engagement, and business outcomes. You will collaborate with ... deliver on the following responsibilities: * Lead collaboration with Client Engagement, Risk, Servicing , and Technology teams to...Gap Analysis SF Market Engagement - Process Improvement - Advisor Target Salary Range: $121,000 - $158,000 a year… more
- RGP (Dallas, TX)
- …and knowledge-sharing. Client Engagement & Delivery + Serve as a trusted advisor to senior client executives, shaping SAP roadmaps, business cases, and ... broader RGP organization to build a best-in-class SAP capability that drives measurable client impact and fuels RGP's growth. Practice Strategy & Growth + Define and… more
- Bank OZK (Colleyville, TX)
- …coaching conversations with leadership. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating ... professional disposition + Ability to demonstrate confidence and act as a trusted advisor + Ability to communicate effectively both verbally and in writing + Ability… more
- Boston Consulting Group (Dallas, TX)
- …uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive. What You'll ... Proactive calendar management in a fast-paced, high-volume, and ever-changing client service environment: Organizing and scheduling client ...the box Acting as a thought partner and trusted advisor to MDPs, Partners, their teams and others at… more
- Arup (Dallas, TX)
- …help deliver forward-thinking healthcare designs that are sustainable and help solve our client 's toughest issues and help continue to grow. This role will be a ... successful proposals and bid submissions + Partners with clients as a trusted advisor on strategic directing and shaping needs + Lead multidisciplinary teams in the… more
- Levi, Ray & Shoup, Inc. (Dallas, TX)
- …a hybrid onsite consultant with potential to hire opportunity with our financial client in Dallas, TX! LRS Consulting Services has been delivering the highest ... exceptional customer service to internal and external stakeholders, acting as a trusted advisor . + Other duties as assigned. Requirements: + 5+ years of experience… more
- NetApp (Addison, TX)
- …the unique needs of the customer + Work directly with all client subsidiaries to drive sales opportunities, identify and define 'Design-Win' opportunities, and ... ensure successful implementation and delivery of solutions, acting as a trusted advisor to clients throughout the overall solution lifecycle. + Orchestrate virtual… more
- JPMorgan Chase (Fort Worth, TX)
- …leading wealth managers by delivering private market solutions. As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity ... team member investors through financial intermediaries. You will promote financial advisor engagement across various channels and promote the firm's investment… more
- Tiffany & Co. (Dallas, TX)
- …sustainability. Based in our Client Contact Center in Dallas, Texas, the Client Advisor holds the critical position of supporting Tiffany clients who choose ... to contact the team for support and advice. The Client Advisor is responsible for delivering luxury best-in-class client experiences and sales across… more
- JPMorgan Chase (Fort Worth, TX)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Tiffany & Co. (Fort Worth, TX)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- Tiffany & Co. (Dallas, TX)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- Publicis Groupe (Irving, TX)
- **Overview** **How You'll Make an Impact** This role is for a Senior Advisor , Client Engagement professional who will serve as the primary liaison between ... will lead a matrixed, cross-functional team, orchestrating efforts to achieve client business outcomes while leading expectations and financial goals. This position… more
- Bank of America (Dallas, TX)
- Advisor Development Program Client Associate: Dallas Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/ Advisor -Development-Program- Client -Associate--Dallas\_25042611) **Job Description:** ** Advisor Development… more
