Client Retention & Outreach Strategist
$64k - $87.2kNuveen
Nuveen is seeking a Client Outreach Retention Consultant to work with clients intending to transfer funds. This role facilitates client education on investment options, resolves queries, and engages in proactive outreach to retain clients. The ideal candidate will have a university degree, relevant licenses, and experience. The base salary ranges from $64,000 to $87,200 annually based on experience and location. #J-18808-Ljbffr Nuveen
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Retention & Outreach Strategist in Frisco, TX vacancy
$64k - $87.2k
Client Outreach Retention Consultant The Client Outreach Retention Consultant works with clients who have indicated intent to transfer funds from the organization for purposes other than income. Under general supervision, this job works in partnership with the organization...OutreachHourly payWork experience placement$62.5k - $87.5k
Overview The Wealth Client Relationship Manager partners with Wealth Management Advisors... ...needs. Identifies sales and asset retention opportunities. Coordinates sales cycle... ...timely sales execution. Supervises client outreach and marketing campaigns as determined by...OutreachWork experience placement$62.5k - $87.5k
Wealth Client Relationship Manager The Wealth Client Relationship Manager partners with... ...future needs. Identify sales and asset retention opportunities. Coordinate sales‑cycle management... ...sales execution. Supervise client outreach and marketing campaigns as determined by...OutreachWork experience placement- Wealth Management Client Relationship Manager page is loaded## Wealth Management Client... ...future needs.* Identifies sales and asset retention opportunities.* Coordinates sales cycle... ...sales execution.* Supervises client outreach and marketing campaigns as determined by...OutreachWork experience placementWork at office
$25 - $30 per hour
Cain Watters & Associates is seeking a Transition Coordinator in Frisco, Texas. The role serves as the primary point of contact for clients, facilitating inquiries and onboarding processes. The ideal candidate will possess at least 2 years of administrative experience,...OutreachFull timeWork at officeMonday to Friday$30.77 - $41.92 per hour
Client Outreach Consultant (T) The Client Outreach Consultant is a training position that proactively contacts the organization’s clients to introduce advisory products and services. Under general supervision, this position works in partnership with the organization’s...OutreachWork experience placement$100k - $130k
Limetree is seeking a Senior Client Delivery Consultant to manage complex client delivery projects. This remote role will require you to lead multi-disciplinary teams, ensuring quality and timely service. The successful candidate will have 4-7 years of relevant experience...Remote job$20 - $23 per hour
...Helpers of Legacy Trail is looking for a driven and compassionate Client Services Specialist to join our growing team in Frisco. In this... ...current on industry trends Develop and execute marketing and outreach plans to promote Senior Helpers’ services to individuals,...OutreachPart timeWork experience placementWork at officeLocal areaFlexible hoursAfternoon shift$14 - $18 per hour
...a successful environment for staff and clients Previous sales experience required; fitness... ...: Manage and exceed sales and retention expectations Manage all sales aspects... ...and productive events through community outreach and business partnerships As a SPENGA...OutreachHourly pay- ...expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes... ...entrepreneurial spirit, reinforce client development to grow outreach business. Deepen the relationship with our clients to drive...OutreachNight shift
- ...Senior Sales Executive Financial Clients We're seeking a Senior Sales Executive Financial Clients to drive new growth for our AI-enabled... ...Create pipeline with disciplined outbound: execute targeted outreach, ecosystem mapping, and account-based campaigns to build...OutreachLocal areaFlexible hours
$90k - $110k
...Technology headquarters in Allen, TX. Occasional client site visits and travel may be required.... ...technology advisor. The Technology Strategist is the cornerstone of that relationship.... ...demands. Success is measured by client retention, roadmap adoption, QBR completion, and...Full time- ...candidate will have over 6 years of experience in airport financial planning, excellent communication skills, and the ability to manage client relationships. Knowledge of federal regulations and airport revenue models is essential. The position offers opportunities to lead...
$40k
...cultivating relationships with prospective clients, and expanding our market presence. You... ...events, trade shows, and digital outreach. Sales Presentations & Meetings: Conduct... ...support to ensure client satisfaction and retention. Market Research: Stay informed on...Outreach$15 per hour
...who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial... ...as a team Proficiency using technical resources for client outreach, such as CRM, WeChat, etc. preferred While not required,...OutreachFull timeTemporary workFlexible hoursNight shift- ...Recruiter based in Frisco, Texas. This role combines recruitment expertise and business development to promote growth and establish strong client relationships. The ideal candidate will have proven experience in direct sourcing for both Non-IT and IT roles, as well as...
- ...logistics activities, and prioritizing unparalleled client satisfaction. The Retail Team Lead will also be a... ...enhance the customer experience. Supports community outreach initiatives to drive client/customer retention. Works to continually develop personal selling skills...OutreachPart timeWork at officeLocal areaImmediate startShift work
The ODP Corporation
Frisco, TX19 hours ago - TIAA in Frisco, Texas, is seeking a Client Outreach Consultant responsible for proactively contacting clients to introduce advisory products and services. This training position collaborates with internal partners and prepares clients for discovery meetings. Candidates...Outreach
- Retirement Resource Center, LLC. is seeking a Client Outreach Consultant in Frisco, Texas, a training position focused on proactive client engagement and introducing advisory services. The consultant will work alongside advice partners to identify client needs and set the...Outreach
- ...development efforts. This role blends talent acquisition expertise with client engagement and is ideal for someone who thrives in a fast-paced... ...) • Identify and pursue new business opportunities through outreach and relationship building • Present staffing solutions to...OutreachBase plus commission
Synectics
Frisco, TX6 days ago - ...have a direct, personal connection to our clients’ recovery, mobility, and long-term... ...fostering strong relationships that promote retention and referrals. In addition to providing... ...experience is preferred. Interestin community outreach, wellness promotion, and injury...OutreachFull timeWork at officeMonday to FridayFlexible hours
Fit to Move - Physical Therapy and Wellness
Plano, TX4 days ago $80k
...clinical expertise with entrepreneurial drive, requiring proactive outreach, personalized treatment planning, and effective patient... ...Committed to working 50+ hours/week and on Saturday mornings to build client base; performance expectations usually take 6 months. Committed...OutreachWork at officeDay shiftLife Time Fitness
Frisco, TX6 hours ago- ...committees and hospital or Intuitive initiatives, including community outreach. Quality & Compliance Coordinate with Clinical Leadership,... ...certification. Current PALS or ENPC certification. Patient/Client Focus, Ethical Conduct, Leadership, Personal Effectiveness/Credibility...OutreachShift work
Intuitive Health
Frisco, TX6 hours ago - ...motivated individuals in Frisco, Texas. Candidates will work with clients who have requested help understanding their financial options,... .... Ideal for self-motivated individuals looking for long-term growth without the pressure of cold outreach. #J-18808-Ljbffr MediumOutreachRemote job
- ...offer: ~100% remote work ~ Qualified warm leads (no cold outreach) ~ Proven systems, structured training, and ongoing mentorship... ...program Your responsibilities: Meet with clients over Zoom or by phone Present benefit and protection options...OutreachRemote work
Globe Life
Frisco, TX4 days ago - ...lasting relationships Become a trusted jewelry consultant for your clients, helping them mark milestones for years to come. Showcase... ...building client relationships, and generating business through outreach and clienteling. ~ Innovative and solutions-driven mindset...Outreach
- ...evaluate risk, reduce losses, and support account retention and growth. You'll serve as a trusted advisorhelping clients improve workplace safety while delivering... ...as targeted safety communications, educational outreach, or loss control campaigns addressing common loss...OutreachWork at officeRemote work
Berkshire Hathaway GUARD Insurance Companies
Plano, TX6 hours ago - ...passionate about luxury home furnishings and collaborating with our clients to transform their living space. Our Design Associates / Sales... ..., and genuinely interested manner. This person will have outreach and constant contact with our Trade Partners including realtors...OutreachPart time
- ...effective leadership skills to include motivation, recruitment, retention, and change management. Must demonstrate knowledge of... ...appropriate patient education materials. May participate in community outreach activities to promote education and PHHS as a patient-centered...OutreachTraineeship
Parkland Health and Hospital System
Plano, TX16 hours ago - ...engineering, risk management, bid solicitation and subcontractor outreach/procurement on multiple large-scale commercial construction... ...and specifications on projects for a wide range of institutional clients. Responsibilities Minimum of five years of experience as part of...OutreachFor subcontractorWork at officeRelocation
CORE Company Ltd.
Frisco, TX1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Retention & Outreach Strategist. Be the first to apply!
Related searches
- strategist Frisco, TX
- investment strategist Frisco, TX
- design strategist Frisco, TX
- technology strategist Frisco, TX
- media strategist Frisco, TX
- communications strategist Frisco, TX
- senior brand strategist Frisco, TX
- business strategist Frisco, TX
- strategy consultant Frisco, TX
- remote outreach specialist Frisco, TX