Displaying 1-10 of 647 results
Spec, New Client Dev Inbound
Td Ameritrade - Fort Worth, Texas
Other / Miscellaneous
The Spec, New Client Dev Inbound will provide in-depth assistance to both clients and prospective clients. This role will assume ownership of the inbound client experience during the initial on boarding stage, applying a holistic approach that will insure clients who choose TD Ameritrade receive the best on boarding experience in the industry. The goal of a New Client Consultant is to engage both prospective and new clients in a sales based conversation at the beginning of the relationship with TD Ameritrade in order to identify opportunities to increase share of wallet. Spec, New Client Dev … (see more)
Client Associate Registered Office Paid - Houston, TX
Bank of America - Houston, Texas
Accounting / Finance
**Job Description:** **_Business Overview_** _Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance._ _Merrill Lynch s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor … (see more)
Registered Nurse
Encompass Home Health - Wichita Falls, Texas
Healthcare / Nursing
In addition to performing visits and completing coordination of client care, the Registered Nurse (RN) Case Manager is the point of contact for all disciplines involved with providing care to patients and oversees the frequency of visits for the episode. The RN Case Manager consults as needed with the physician and the office giving details about patient care. Performing accurate OASIS collection, ensuring the medication profile remains current, ensuring lab values have been reported to the physician timely, attending weekly case conference and monthly case manager meetings are key … (see more)
Registered Nurse
Centene Corporation - Wichita Falls, Texas
Healthcare / Nursing
**Description:**Position Purpose: Perform care management duties to assess, plan and coordinate all aspects of medical and supporting services across the continuum of care for select members to promote quality, cost effective care//.Assess the member's current health status, resource utilization, past and present treatment plan and services, prognosis, short and long term goals, treatment and provider optionsUtilize assessment skills and discretionary judgment to develop plan of care based upon assessment with specific objectives, goals and interventions designed to meet member's needs and … (see more)
Registered Client Associate
CD Wealth Management - Dallas, Texas
Customer Service
POSITION SUMMARY Communicate as liaison between clients and service providers. Assist in the development, preparation and maintenance of client investment portfolios and reports. Create current portfolio reviews and associated portfolio analysis. Support firm principals and associates in meeting preparation and client investment planning needs. Take and execute trade orders. CERTIFICATIONS & LICENSES Series 7 and series 63 certification is required SKILLS & ABILITIES Education: Bachelor's Degree (four-year college or technical school) Required Field of Study: Finance Master's … (see more)

Registered Client Associate
TalentLink Solutions - Dallas, Texas
Customer Service
POSITION OVERVIEW/SUMMARY Due to growth, our client has an exciting opportunity to offer the right individual. This role will have responsibilities including: Communicating with service clients to ensure accurate information is forwarded to appropriate staff/department, creating reports and action plans for producers to ensure effective meetings, processing client paperwork to result in creation of new accounts/funding of investments. The ideal candidate must be extremely professional in appearance and manner, willing to accept direction yet with the ability to think on their own, work in a … (see more)
Senior Registered Client Service Associate-Southlake, TX - D
Raymond James - Dallas, Texas
Customer Service
Job Summary: Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to financial advisors. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring minimal evaluation, originality or ingenuity in making routine decisions. Contribute to the increased generation of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact with internal and external … (see more)
Independent Contractor - Lead Assessor Medical Sector (Home
Lloyds Register - Houston, Texas
Consulting
Job ID:5208 Location:Houston : 1330 Enclave Parkway (LR_L000269) Position Category:Assessors Department:US900051 : LRQA Operations (US900051) Position Type:Contractor On Demand EducationRequired:See Job Description Experience Required:See Job Description Bring your management systems audit skills and medical device industry experience to our Management Systems Lead Assessor role and make the most of your professional skills.Setting international standards of excellence in safety is our purpose as an organization. Responsible, dedicated Assessors like you help our clients to manage their … (see more)
Management Systems Lead Assessor - Medical (Home based)
Lloyds Register - Houston, Texas
Consulting
Job ID:5421 Location:Houston : 1330 Enclave Parkway (LR_L000269)  Position Category:Assessors Department:US900051 : LRQA Operations (US900051) Position Type:Employee Regular Education Required:See Job Description Experience Required:See Job Description   Bring your management systems audit skills and medical device industry experience to our Management Systems Lead Assessor role and make the most of your professional skills doing more of the work you enjoy.   Setting international standards of excellence in safety is our purpose as an organization. Responsible, dedicated … (see more)
Independent Contractor - Trainer, Food Safety
Lloyds Register - Houston, Texas
Consulting
Job ID:1413 Location:Houston : 1330 Enclave Parkway (LR_L000269) Position Category:Technical Training Department:US900053 : LRQA Training (US900053) Position Type:Contractor On Demand Education Required:See Job Description Experience Required:See Job Description Relocation Provided:[[relocationPack]] LRQA is currently seeking Tutors to deliver Food Safety Management Systems training courses. You will deliver training to our clients, in both open-enrolment and in-company classes, on the topics of management systems and auditing. The training is conducted according to a lesson plan and you … (see more)
Displaying 1-10 of 647 results

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