- Boston Consulting Group (Dallas, TX)
- …for MDPs and Partners (this will vary by need): Assisting with account planning and client relationship management Conducting research and gathering information ... the box Acting as a thought partner and trusted advisor to MDPs, Partners, their teams and others at...vary What You'll Bring Bachelor's degree, strongly preferred Demonstrated customer service experience Minimum of 2 years of experience… more
- Bank OZK (Colleyville, TX)
- … customer conversations and interactions. + Open and service deposit accounts . + Facilitate and process account transactions accurately and efficiently ... Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times Essential Job Functions + Cultivate professional… more
- Caris Life Sciences (Irving, TX)
- …market expansion, and product refinement. + Act as a **trusted advisor and internal leader** , supporting cross-functional teams by translating scientific ... actions and product evolution. + Collaborate closely with field sales (Key Account Directors and Executive Sales Management) and the Business Development team to… more
- Aaron's Inc (Lancaster, TX)
- ** Customer Accounts Advisor ** The salary...customers are 100% satisfied with the product. As a Customer Account Advisor , you will build ... also eligible for incentive pay based on performance._ Aaron's Customer Account Advisors serve as coaches to...life. **The Work** + Attainment and upkeep of customers' accounts including maintaining updated customer information in… more
- Valvoline (Fort Worth, TX)
- **What You'll Do:** As a Customer Service Advisor , you are often the first and last face our customers see. You will create lasting impressions and build loyal ... online university + Medical and prescription drug coverage - with Health Savings Account contributions + Dental, vision, and 401(k) retirement savings plans - 100%… more
- Bank of America (Mansfield, TX)
- …one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus ... Financial Solutions Advisor Registration Candidate - Fortworth Area Arlington, Texas;Mansfield, Texas; Fort Worth, Texas; Fort Worth, Texas; Grand Prairie, Texas… more
- Atria Wealth Solutions (Fort Worth, TX)
- …LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the ... as an organization over the years. As a Financial Advisor your responsibilities include, but are not limited to,...not limited to, the following: + Identifies and evaluates customer needs for financial services, assess the objectives and… more
- PNC (Fort Worth, TX)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management you will be a part of one of the fastest ... and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer … more
- DriveTime (Fort Worth, TX)
- …Monitor and ensure regular follow up on all loan repayment agreements and analyze all customer accounts , Oversee all overdue accounts with help of automate ... to make needed payments. + Effectively navigate multiple systems to review account information, process payments and accurately notate accounts regarding… more
- Aaron's Inc (Arlington, TX)
- …a great career journey. Here's one possible path with us: **Delivery Driver** **>** ** Customer Accounts Advisor ** **>** **Sales Manager** **>** ** Customer ... Accounts Manager** **>** **General Manager** **The Details** **What You Need:** * Solid communication skills * Working knowledge of electronics * Desire to help customers **What You'll Do:** + Load, secure and protect merchandise + Offload, install and… more
- Bank of America (Mansfield, TX)
- Financial Solutions Advisor - Forth Worth Area Fort Worth, Texas;Arlington, Texas; Lake Worth, Texas; Grand Prairie, Texas; Arlington, Texas; Fort Worth, Texas; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/Financial-Solutions- Advisor Forth-Worth-Area\_25042448) **Job Description:** Please Note that this requisition… more
- Bank of America (Fort Worth, TX)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... Financial Solutions Advisor - Mid-Cities DFW Area Fort Worth, Texas;Irving, Texas; Irving, Texas; Irving, Texas; Flower Mound, Texas; Fort Worth, Texas; Southlake,… more
- PNC (Fort Worth, TX)
- …and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer ... business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of… more
- Microsoft Corporation (Irving, TX)
- …methodology and technical expertise across other Solution Engineers to influence the customer vision. + Build trusted advisor relationship with customers' ... the team to achieve/exceed quarterly sales targets in your accounts . Being part of this team will allow you...product demo abilities. Works cohesively with customers, the Microsoft account team, and Microsoft partners. Helps others succeed by… more
- Pegasystems (Fort Worth, TX)
- …a client can maximize license to drive business benefits + Penetrate new organizations/ accounts and radiate new business within existing customer base in ... Account Executive (Telecom) Job Category: Sales Location: US...them to become more efficient, smarter, and most importantly customer centric. **Picture Yourself at Pega:** You will be… more
- Scholastic (Fort Worth, TX)
- …relationships with prospective customers to expand market presence and drive sales growth. Customer Account Maintenance and Growth: + Build and maintain strong ... Establish and nurture relationships with key stakeholders, decision-makers, and influencers within customer organizations. + Act as a trusted advisor to… more
- Kestra Financial (Fort Worth, TX)
- …to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong ... is critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities * Supports Lead Advisor of a large… more
- Wells Fargo (Fort Worth, TX)
- …skills, deep financial product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director will work closely ... Influence to drive sales results + Drive sales and Advisor participation across a wide range of Wells Fargo...expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements… more
- Microsoft Corporation (Irving, TX)
- …empowered by world-class data, marketing systems and platforms. + Be the key trusted advisor and influencer in shaping customer decisions to buy and adopt ... co-selling. If you are interested in driving digital first solutions and delivering customer satisfaction, we invite you to learn more about Digital Enterprise Sales… more
- Adaptec Solutions (Dallas, TX)
- …& Pipeline Management: Build and manage a robust sales pipeline through customer inquiries, targeted account research, networking, and proactive prospecting. Own ... full-cycle B2B sales with demonstrated ability to close deals and solve complex customer problems About This Opportunity Adaptec is expanding our footprint in Texas… more
