- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services ... promptly and effectively * Summarize meeting notes, emails, and financial data for client meetings Requirements *...Proficiency in Wealth Management is expected. * Experience in Private Wealth Management is essential. * Possession of Series… more
- JPMorgan Chase (Dallas, TX)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... resources of one of the largest and most respected financial firms in the world. Our small size and...will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive… more
- Navient (Austin, TX)
- …track, fast. We build tools that help people feel in control of their financial future, including: + ** Private student loans** - low rates, people-first service, ... our mission, read more below, and let's build something great together! **The Client Happiness Origination Associate position will report to the Senior Manager… more
- HUB International (Austin, TX)
- …partnership, private foundation and gift tax returns and ongoing financial recordkeeping services. The successful tax associate will be detail-oriented, ... better serve our valued clients. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity,...vouchers, extension forms and all related work papers and financial statements + Maintain client paper files… more
- Cherry Bekaert (Austin, TX)
- …Do you like the public accounting environment, but are interested in more dynamic client experiences? Are you in private or public sector accounting and ... **Description** **Senior Associate ** Ranked among the largest accounting and consulting...expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We… more
- Scotiabank (Houston, TX)
- Associate Director, Corporate Banking Requisition ID: 228683 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. ... TITLE: Associate Director, Corporate Banking DUTIES: The Bank of Nova...TX to demonstrate strong business acumen by assisting with client relationship management. Address US Energy (spanning upstream, midstream,… more
- Regions Bank (Dallas, TX)
- …the system. **Job Description:** At Regions the Capital Markets Real Estate Execution Associate will manage the execution of client pitches, engagements and ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Raymond James Financial, Inc. (Houston, TX)
- …specific industry or product-focused team. Summer Associates work with a variety of financial products, including public and private debt and equity financings, ... **Raymond James Overview ** **One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.… more
- Scotiabank (Houston, TX)
- …drive ambition for every future! **Overview** Responsible for preparing client presentations, financial modeling, and mentoring/supervising Analysts. ... Associate , Investment Banking, Energy - Houston, TX **Requisition...policies and procedures. **What You'll Do** + Champion a client centric culture focused on deepening client … more
- Grant Thornton (Dallas, TX)
- POSITION SUMMARY Audit Senior Associate : Work with private and public companies to first understand their businesses and the risks they face, focusing efforts ... matter most. Work with clients to improve their overall financial reporting processes and to help them better understand...to the highest degree of professional standards and strict client confidentiality. + Run client engagements from… more