Relationship Builder
5 days ago
This Client Service Representative role will work closely with financial advisors to grow their client base and ensure our clients are well-served.
Key Aspects of the Job- You'll support the onboarding process for new clients by collecting necessary information and facilitating account transfers.
- You'll augment advisors' capacity to strengthen relationships with existing clients.
- You'll coordinate with the investment ops team to implement asset allocation recommendations.
- You're passionate about client services and building strong relationships.
- You have a proactive approach to problem-solving and are able to work independently.
- You're able to communicate effectively with cross-functional teams.
- You possess excellent organizational skills and attention to detail.
- You're adaptable and able to adjust your communication style to meet the needs of clients/prospects.
We're a company that values diversity and inclusion, committed to creating a positive and supportive work environment.
We offer a competitive compensation package including $100,000-$250,000 salary, plus commissions, equity compensation, and retirement benefits.
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Customer Relationship Builder
3 days ago
Houston, Texas, United States Matt Tupa - State Farm Agent Full timeAbout the OpportunityWe are excited to offer an exciting opportunity for a customer relationship builder to join our team at Matt Tupa - State Farm Agent. As a key member of our team, you will be responsible for building and maintaining strong customer relationships, developing leads, and promoting State Farm products.Key ResponsibilitiesEstablish and...
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Customer Service Team Member
4 weeks ago
Houston, Texas, United States CC Consultants Full time**Company Overview**At CC Consultants, we specialize in delivering exceptional customer experiences through our Customer Service, Sales, and Marketing efforts. Our partnerships with leading telecommunications companies enable us to develop long-lasting relationships with clients and their customers.We're currently seeking a highly skilled CUSTOMER SERVICE...
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Mortgage Originator and Builder Liaison
4 weeks ago
Houston, Texas, United States First Continental Mortgage, Ltd Full timeJob Title: Mortgage Loan OriginatorAbout the Role:We are seeking an experienced Mortgage Loan Originator to assist home buyers in financing their new home with our affiliated home builder partner in Houston, Texas.About Us:First Continental Mortgage (FCM) is a full-service, FNMA, HUD and VA approved national mortgage lending firm headquartered in Houston,...
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Membership and Community Builder
1 day ago
Houston, Texas, United States Xponential Fitness Full timeJob Description: Membership and Community BuilderWe are looking for a dynamic and results-driven individual to join our team as a Membership and Community Builder. This role involves developing strong relationships with clients, promoting our services, and driving membership growth.About the Role:Develop and implement strategies to promote our services and...
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Houston, Texas, United States Nicole Freer Group Full timeAbout the Position:This Sales Representative role is ideal for someone with a strong sales background and excellent communication skills. The position involves working closely with Builders and Developers in the Houston area, utilizing CRM software to track leads and maintain relationships with customers.Responsibilities:Sales representative responsibilities...
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Insurance Relationship Builder
23 hours ago
Houston, Texas, United States Brady, Chapman, Holland & Associates, Inc Full timeWe're seeking an experienced Mid-Size Commercial Lines Specialist to join our team at Brady, Chapman, Holland & Associates, Inc. As a key member of our Commercial Lines Team, you'll be responsible for managing client relationships and delivering exceptional service.Estimated Salary: $80,000 - $110,000 per yearJob Overview:As a Mid-Size Commercial Lines...
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Construction Form Builder
2 days ago
Houston, Texas, United States H & N Contractor Managagement Services LLC Full timeJob Summary:We are seeking a skilled Construction Form Builder to join our team at H & N Contractor Management Services LLC. As a key member of our construction crew, you will be responsible for creating construction forms for various projects, including county and city roadway paving, sidewalks, driveways, and wheelchair ramps.The ideal candidate will have...
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Account Relationship Builder
2 days ago
Houston, Texas, United States Ken Quach - State Farm Agency Full timeJob DescriptionAs a Sales Account Manager at Ken Quach - State Farm Agency, you will play a crucial role in driving business growth through personalized interactions with customers.About the RoleIn this position, you will develop and execute strategies to identify and acquire new customers, deepen existing relationships, and provide superior customer...
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Relationship Builder
2 weeks ago
Houston, Texas, United States Hertz Full timeCustomer Service RoleWe are looking for an experienced customer service specialist to join our team at Hertz. As a Customer Experience Specialist, you will be responsible for delivering exceptional customer service and driving customer satisfaction.About the PositionThis role requires 3+ years of experience in customer service, with a focus on operations and...
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Sales Representative
24 hours ago
Houston, Texas, United States JM Hunter Group Full timeJob OverviewJM Hunter Group is a reputable company in the distribution of high-end windows and doors, seeking an experienced sales representative to join their team. The ideal candidate will have a proven track record in selling building products to custom home builders.This role requires a self-starter with excellent communication skills and a strong...
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Financial Services Relationship Builder
2 weeks ago
Houston, Texas, United States Universal Processing Full timeSucceed in SalesThis Business Development Associate position at Universal Processing presents an exciting opportunity to launch or advance your sales career in the Fintech industry.Job Summary:This is a fully onsite position, requiring 5 days of work per week.You will serve as the first point of contact for our clients, providing exceptional customer service...
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Insurance Industry Relationship Builder
3 weeks ago
Houston, Texas, United States Barry Hoskins - State Farm Agent Full timeJob OverviewAn exciting opportunity awaits at Barry Hoskins - State Farm Agent for a driven and customer-focused professional to join our team as an Insurance Account Representative.Salary and BenefitsThe successful candidate can expect a competitive salary, including benefits such as 401(k) matching, health insurance, paid time off, and more.Key...
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Lending Support and Relationship Builder
4 weeks ago
Houston, Texas, United States First Eagle Federal Credit Union Full timeJob SummaryWe are seeking a highly skilled Lending Support Specialist to join our team at First Eagle Federal Credit Union. This role is ideal for individuals who thrive in fast-paced environments and have a passion for building strong member relationships.About the RoleThe successful candidate will be responsible for providing exceptional support to sales...
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Client Relations Manager
4 weeks ago
Houston, Texas, United States Allied Stone Inc Full timeJob OverviewAllied Stone Inc. is a leading provider of high-quality stone fabrication services, with over 20 years of experience in the industry.Salary and BenefitsThis position offers a competitive salary range of $80,000 - $110,000 per year, depending on experience, plus comprehensive benefits.Job DescriptionWe are seeking a skilled Client Relations...
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Houston, Texas, United States Abby Gallegos - State Farm Agent Full timeAbout the RoleAs an Account Representative with Abby Gallegos State Farm Agency, you will play a vital part in driving business growth and delivering exceptional customer experiences. Your primary focus will be on developing and maintaining strong relationships with clients, identifying their needs, and providing tailored solutions.Compensation PackageThe...
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Insurance Sales Associate
6 days ago
Houston, Texas, United States Tristate Financial Network Full timeJob DescriptionWe are seeking a skilled sales representative to join our team at Tristate Financial Network. As an insurance sales associate, you will be responsible for building relationships with clients, coordinating marketing resources, and scheduling appointments.Key Responsibilities:Build strong relationships with clientsCoordinate marketing resources...
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Wholesale Mortgage Account Executive
3 weeks ago
Houston, Texas, United States OneTrust Home Loans Full timeAbout OneTrust Home LoansWe are a leading mortgage lender recognized for our quality products, services, and commitment to innovation. Our goal is to provide our employees with the most current competitive tools and information possible.Our CultureWe value integrity, transparency, innovation, and greatness. We offer attractive employment packages, work-life...
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Door and Window Sales Professional
3 days ago
Houston, Texas, United States Durango Doors Full timeJob Opportunity: Construction Industry Sales ExpertAbout Us: Durango Doors has been a leading provider of custom steel doors and windows since 1999. Our commitment to customer service and quality craftsmanship has earned us a reputation as one of the top companies in the industry.Job Summary: We are seeking a highly motivated Construction Industry Sales...
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Construction Industry Sales Expert
6 days ago
Houston, Texas, United States Durango Doors Full timeSales Career Opportunity: Door and Window Sales ProfessionalJob Summary: We are seeking a talented Door and Window Sales Professional to join our team. The successful candidate will be responsible for selling doors/iron products to builders and existing homeowners, generating new business opportunities, and driving sales growth.Responsibilities:- Make cold...
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Houston, Texas, United States National Shelter Products Inc Full timeKey ResponsibilitiesAs a Commercial Sales Representative, you will be responsible for:Developing and maintaining relationships with top 50 turn-key contractors, residential builders, and commercial buildersNegotiating supply/incentive agreementsNurturing partnerships with supply chain dealersYou will be part of a high-performance brand marketing team,...