... Lead Operations Representative Fort Worth, Texas;Dallas, Texas **Job Description ... deadlines set internally within the business unit or those in agreed Service Level Agreements with internal ...

... collaboration between product, sales and client relationship teams to package, market and position leading solutions that address the challenges clients face and grow market share through client calling and deal ...

... . Serving as the singular service delivery point of contact to the company, the strategist gains a ... the client company to gain an understanding of their personal financial objectives and priorities to ...

... Management Client Associates help clients pursue the life they envision through a personal relationship with ... financial planning / wealth strategies including assessment of client needs Maintain a robust knowledge ...