Trusted Advisor Jobs in Austin, TX
Looking for Trusted Advisor jobs in Austin, TX? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the Austin, TX area.
Finance Manager
Company: Manychat
Location: Austin, TX
Posted Oct 12, 2024
Manychat is a leading Chat Marketing platform seeking a highly organized and detail-oriented Finance Manager with a strong background in Tax. The company offers a competitive package, including annual professional development reimbursement, generous time-off policy, and hybrid work format.
Customer Success Manager - 24431
Company: Enverus
Location: Houston, TX
Posted Oct 12, 2024
The job description is for a Customer Success Manager at Enverus, a leading energy SaaS company. The role involves building strong relationships with customers, providing value-added services, and driving customer retention. The ideal candidate has 5+ years of experience in a customer-facing technical position, a degree in a technical discipline, and strong management and delivery skills.
Regulatory Business Manager, Vice President, Private Bank
Company: JPMorgan Chase
Location: Plano, TX
Posted Oct 12, 2024
The job posting is for a Regulatory Business Manager Vice President role in Private Bank at JPMorgan Chase. The role involves optimizing business performance, driving key initiatives, and identifying/mitigating business risks. The ideal candidate should have a Bachelor's degree in Business, Finance, Economics, or related field, and 7+ years of experience in Business Management, Regulatory Strategy, or COO roles. Key responsibilities include leading audit/regulatory exams, overseeing remediation of issues, identifying business risks, and communicating effectively with stakeholders. Required skills include strong project management, communication, and organizational abilities, as well as proficiency in MS Office tools.
Cross-Functional EHR Architect / SME
Company: NTT DATA Services
Location: Plano, TX
Posted Oct 12, 2024
NTT DATA is seeking a Cross-Functional EHR Architect/SME for a 9+ months project in Plano, TX. The ideal candidate should have 5+ years of experience with EHR systems such as Cerner Millennium, athenaPM, and/or athenaOne. Strong knowledge of application, data, and integration within EHR product suites is required. Experience with EHR FHIR and proprietary APIs, Google Suite/Smartsheet Tools, and ServiceNow is recommended. NTT DATA is a global innovator of business and technology services, committed to helping clients innovate, optimize, and transform for long-term success.
Customer Accounts Advisor
Company: Aarons
Location: San Antonio, TX
Posted Oct 12, 2024
The text describes a job posting for a Customer Account Advisor at Aaron's. The role involves coaching customers on lease agreements, driving payment collections, and ensuring customer satisfaction. Key responsibilities include maintaining customer accounts, selling renewal benefits, and assisting with revenue goals. The ideal candidate should have strong interpersonal skills, multi-tasking abilities, and at least two years of retail/customer service experience. They must be at least 21 years old with a valid driver's license and able to lift up to 50 lbs without assistance.
Intake Agent
Company: NTT DATA Services
Location: Point, TX
Posted Oct 12, 2024
NTT DATA is seeking an Intake Agent in Quinlan, Texas. The role involves providing professional phone assistance through the prior authorization process, maintaining accurate documentation, and assisting with other duties. NTT DATA is a global innovator of business and technology services, committed to helping clients innovate, optimize, and transform for long-term success. The company is an equal opportunity employer, committed to creating a diverse and inclusive environment.
Wealth Management Client Associate
Company: Bank of America
Location: Houston, TX
Posted Oct 12, 2024
Merrill Wealth Management, a leading global provider of wealth management and investment services, is seeking a client service support professional. The role involves providing excellent client service, managing client relationships, and ensuring practices align with bank policies. The candidate will serve as the primary point of contact for clients, addressing all service needs and promoting incorporation of banking into daily practices. Key skills required include account management, client management, customer focus, issue management, oral and written communications, business development, client solutions advisory, pipeline management, prioritization, and administrative services.
J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Humble)
Company: JPMorgan Chase
Location: Atascocita, TX
Posted Oct 12, 2024
J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management. The role involves offering comprehensive financial planning and advice to individuals and families, building a book of business, and delivering personalized investment solutions. The ideal candidate should have at least 2 years of Financial Advisor experience, demonstrated success in client acquisition, and a valid Series 7 and Series 66 (63/65) license. Preferred qualifications include CFP® certification and a Bachelor's degree. The company offers a competitive total rewards package, including health care coverage, retirement savings plan, and more. J.P. Morgan Chase is an equal opportunity employer committed to diversity and inclusion.
Consultant Lead Management
Company: Empower
Location: Garland, TX
Posted Oct 12, 2024
The Empower Personal Wealth (EPW) Lead Coordinator position is a highly detailed role responsible for managing lead lifecycle processes, working closely with leadership, and maintaining current documentation. The role involves problem-solving, utilizing tools like Excel, and collaborating with cross-functional teams. The ideal candidate should have a Bachelor's Degree, 1-3 years of relevant experience, and proficiency in Salesforce Dataloader and SQL. The company offers diverse benefits, including health insurance, retirement savings, tuition reimbursement, and flexible work arrangements.
Consultant Lead Management
Company: Empower
Location: Corpus Christi, TX
Posted Oct 12, 2024
The Empower Personal Wealth (EPW) Lead Coordinator position is a highly detailed role responsible for managing lead lifecycle processes, working closely with leadership, and maintaining current documentation. The role involves problem-solving, utilizing tools like Excel, and collaborating with cross-functional teams. The ideal candidate should have a Bachelor's Degree, 1-3 years of relevant experience, and proficiency in Salesforce Dataloader and SQL. The company offers diverse benefits, including health insurance, retirement savings, tuition reimbursement, and flexible work arrangements.
Sr. Sales Executive, Digital Marketing (San Diego)
Company: Thomson Reuters
Location: Frisco, TX
Posted Oct 12, 2024
Thomson Reuters is seeking experienced Senior Sales Executives to join their FindLaw Field Sales Team. The role involves developing and growing new accounts within a base of small to mid-sized law firms, utilizing prospecting and consultative selling skills to provide web-based marketing and advertising solutions. The ideal candidate should have a Bachelor's degree, 2-3+ years of B2B online marketing, media sales, and digital marketing experience, and consultative sales experience. The company offers a comprehensive benefits package, including wellbeing, culture, learning & development, social impact, and purpose-driven work. The target total cash compensation range for this role is $182,000 - $338,000.
Branch Manager
Company: Rentokil Terminix
Location: San Antonio, TX
Posted Oct 12, 2024
This job posting is for a Branch Manager position at Terminix, a global leader in pest control. The role involves managing a small to medium-sized branch, overseeing sales and service operations, leading a team, and ensuring customer satisfaction and retention. The company offers comprehensive training, competitive compensation, and opportunities for career growth. Terminix is part of the Rentokil family of companies, known for its commitment to excellence and preserving the planet.