- Truist (Houston, TX)
- …time. 1. Assist financial advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and ... 13. Submit and process certain operational requests as instructed by the financial advisor and/or client . These may include: funds distributions, deposits… more
- Zions Bancorporation (Dickinson, TX)
- …seeking a dynamic and customer-focused individual to join our team as a Part-time Float Client Service Associate (Float Teller - 20 hours) to provide top notch ... and may also assist other locations, as needed. Essential Functions: + Provide full- service banking by accurately processing all financial transactions in a… more
- Zions Bancorporation (Houston, TX)
- …seeking a dynamic and customer-focused individual to join our team as a Part-time Client Service Associate (Teller) to service our clients and customers ... then we are interested in speaking with you! Essential Functions: + Provide full- service banking by accurately processing all financial transactions in a timely… more
- Bank OZK (Houston, TX)
- …as requested. + Model and champion the Bank's standards for exceptional customer service . + Demonstrate empathy and proactively resolve client concerns in a ... relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing … more
- CBRE (Houston, TX)
- …groups. + Excellent listening skills with the ability to effectively assess and solution client needs. Financial Knowledge: + Requires advanced financial and ... Client Cultivation & Sales Leader - US Defense Industrial Base Job ID 170262 Posted 25-Jul-2024 Service line GWS Segment Role type Full-time Areas of Interest… more
- Black & Veatch (Houston, TX)
- …and persuasive skills. + Excellent communications/human relations skills (written, verbal, client service ); ability to maintain and expand key relationships. ... _are_ Black & Veatch. We put them at the center of everything we do and empower them to...reputation of integrity among clients. + General understanding of client business and financial drivers and B&V… more
- JPMorgan Chase (Houston, TX)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you ... At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and… more
- Bank OZK (Houston, TX)
- …+ Bachelor's degree or commensurate work experience required + 1+ year retail client service and/or business development experience required + 1+ year business ... & Scope Responsible for effectively and enthusiastically managing the banking center , providing leadership, and setting high levels of accountability with team… more
- UT Health (Houston, TX)
- Professional Community Liaison - Dunn Behavioral Sciences Center /HCPC at UTHealth Houston **Location:** Houston, Texas **Hot** **Category:** Professional/Managerial ... It's because we reward our team for the excellent service they provide. Our total rewards package includes the...us. We offer work/life services such as + Free financial and legal counseling + Free mental health counseling… more
- PNC (Houston, TX)
- …within an omni channel environment. Provides solutions and advice to improve client financial well-being. Leads effective problem resolution. + Fosters a ... opportunity to contribute to the company's success. As Business Center Assistant Manager, you will be based in Houston,...support and adherence to compliance and regulatory guidelines. Manages service and operational aspects of a Branch & Business… more
- PNC (Houston, TX)
- …to be successful in this position. **Preferred Skills** Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service , Identifying ... to the company's success. As a Branch Sales and Service Associate I [in a Universal Branch or in...customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking… more
- Sedgwick (Houston, TX)
- …calls to the appropriate contact at multiple locations or escalates to Service Center Specialist/management as needed. + Attendance during scheduled work ... Call Center Representative **PRIMARY PURPOSE** **:** To provide excellent service to callers regarding claims for multiple lines of business; to expedite… more
- Bank of America (Pearland, TX)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls...Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and… more
- Houston Methodist (Houston, TX)
- …services have been rendered. Additional responsibilities include serving as a financial liaison for patients, verifying benefit eligibility, ensuring correct charge ... a professional demeanor during all interactions with customers and co-workers. ** SERVICE ESSENTIAL FUNCTIONS** + Enters new patient demographic information into the… more
- Houston Methodist (Houston, TX)
- …for facilitating within the organization, acting as a bridge between the client , stakeholders and assigned team. The Business Analyst is assigned to projects ... operational requirements. Analysis includes but is not limited to financial analysis, quality assurance, organizational development, testing, training, and… more
- Houston Methodist (Houston, TX)
- …Hospitals." As a full- service , acute-care hospital located in the Texas Medical Center and the flagship hospital of Houston Methodist, it has evolved into one of ... results, goals and concerns. Corresponds with other health care professionals regarding client 's nutrition care plan as necessary. + Acts as a resource person… more
- Compass Group, North America (Houston, TX)
- …to the highest standards of personal integrity and ethical behavior + Exceptional client relations and customer service abilities Curious about Life at Levy? ... and banquet event orders + Prepares and monitors budgets; financial targets and forecasts + Maintains local clients database...current food, industry trends and fine dining points of service + A minimum of two years of experience… more
- Houston Methodist (Houston, TX)
- …Project Manager position is responsible for liaising between the Hospital client department, consultants, contractors, regulatory agencies, and others, to assure ... to work in designated buildings. Acts as a liaison for hospital client department, consultants, contractors, regulatory agencies, and others. + Monitors and oversees… more
- Houston Methodist (Houston, TX)
- …including monitoring and focusing on ongoing analysis of quality and financial outcomes. The Project Manager position regularly provides comprehensive communication ... stakeholder(s) expectations. + Serves as an effective liaison between multiple client groups and stakeholders across various levels of management. + Actively… more
- MD Anderson Cancer Center (Houston, TX)
- …in developing the full scope of services for facilities maintenance service contracts (FSC) issued to conduct outsourced maintenance and operations functions. ... in-house and contractor workloads based on labor availability, material readiness, and client requirements. Ensures proper allocation of resources to work orders by… more