- Cerity Partners (Midland, TX)
- The Senior Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling advisor requests. ... paperwork, and working closely with advisors to facilitate seamless client service. The Associate ensures CRM and...Working knowledge of Schwab, Fidelity, Orion, and Salesforce preferred. Advanced excel skills required. Ability to work in a… more
- OneSource Virtual (Coppell, TX)
- …OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering ... Specialist III will be responsible for providing strategic and complex tactical solutions for Workday managed payroll administration services to our most complex… more
- WTW (Houston, TX)
- …more at wtwco.com . The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and ... Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client...relationships. + Business Acumen; knowledge of strategy, tactics, and solutions for the client , and/or in the… more
- WTW (Dallas, TX)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client...relationships. + Business Acumen; knowledge of strategy, tactics, and solutions for the client , and/or in the… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and… more
- Bank of America (Austin, TX)
- Registered Wealth Management Client Associate Austin, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative… more
- Raymond James Financial, Inc. (Dallas, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... + Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- JPMorgan Chase (Plano, TX)
- …Tableau + Experience with intelligent automation tools such as Alteryx + Advanced client service and communication skills + Excellent analytical, ... next level! As a Data Analyst - Information Reporting, Client Tax Associate within the Client...Data Science, Statistics, Finance, Accounting, or a related field. Advanced degree (Master's or Ph.D.) preferred + Proficiency in… more
- WTW (Dallas, TX)
- …P&C data scientist in the North American market with predictive modeling and advanced analytics experience to join as a Property & Casualty (P&C) Associate ... management, underwriting, finance and claims experts to design and implement cutting-edge solutions to challenges faced by the top insurers. ICT provides a powerful… more
- CBRE (Austin, TX)
- …US - United States of America **About the Role:** As a CBRE Business Systems Associate , you will be responsible for providing advanced support and technical help ... and procedures. + Run detailed reports in response to client inquiries. Respond to requests to troubleshoot advanced...account management model is at the heart of our client -centric approach to delivering integrated real estate solutions… more
