- 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
- 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
- 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
- RGP (Dallas, TX)
- …our Workday Consulting Practice. In this role, you will serve as a trusted advisor to RGP clients, helping them implement, enhance, and support their Workday HCM ... post-production optimizations, and tenant reconfiguration projects. + Collaborate with client HR and IT stakeholders to define requirements, configure Workday… more
- FREEMAN (Dallas, TX)
- …level relationships with clients that position the company as a strategic partner advisor leading to account growth and successful project delivery. + Works closely ... growth opportunities. + Resolves team conflicts as necessary. + Negotiates client contracts on behalf of Client Solutions Manager. + Partners with client to… 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
- 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
- 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
- Bank of America (Dallas, TX)
- Private Client Advisor II Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with ... internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across… 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 (Colleyville, 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
- Tiffany & Co. (Fort Worth, TX)
- …the critical position of embodying the Tiffany brand in each and every Client interaction during the holiday season. Our seasonal Team Members are excellent ... clients. Their passion for Tiffany is conveyed in every Client interaction. We welcome you to be a part...experience commensurate with the Tiffany brand. + Improve the Client experience with hospitality and store amenities to build… more
- JPMorgan Chase (Dallas, TX)
- …of contact for all deposit account service-related needs of a JP Morgan Advisor 's client . This role is responsible for establishing, maintaining, and building ... client relationships. The Client Service Associate works...Provide high quality, high touch service to JP Morgan Advisor clients across the deposit product offering. + Manage… more
- Raymond James Financial, Inc. (Dallas, TX)
- …Become trained and skilled to effectively and efficiently function in the Financial Advisor role: + Develop client pipeline by prospecting, networking, community ... and support to prepare trainees for a successful career as a Financial Advisor . Raymond James advisors provide sound financial advice and counsel consistent with our… more
