- Regions Bank (Dallas, TX)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an individual… more
- Regions Bank (Houston, TX)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an individual… more
- Grant Thornton (Dallas, TX)
- As a Fund Accounting Senior Associate , you will be responsible for the preparation, analysis and reporting of investment and fund NAV/performance. As an integral ... NAV and fund financial reporting for various types of private funds (hedge, private equity, private...resolution as needed + Maintain an excellent and collaborative relationship with internal and external partners + Seek to… more
- Compass Group, North America (TX)
- …and coach CRDs and CRM's in your portfolio, providing guidance on relationship management, client relations/retention challenges and strategy. Set and supervise ... in 4,300 schools, ranging from large public institutions to small charter and private schools, Chartwells K12 is built on decades of food, education and operational… more
- JPMorgan Chase (Plano, TX)
- …with various internal and external parties, including but not limited to, fund accounting, client services, fund managers, as well as agent banks. As an Associate ... with a network of internal and external partners, including fund accounting, client services, fund managers, and agent banks, to ensure seamless operations and… more
- First Horizon Bank (Houston, TX)
- …**Location:** On site in Charlotte, NC or Houston, TX **Overview:** As an Associate within the Loan Syndications group at First Horizon Bank, you will play ... marketing materials, and other transaction documentation. + Coordinate with CRE relationship managers, credit officers, and external participants to gather relevant… more
- Coinbase (Austin, TX)
- …interactions, and pipeline progress in our CRM system (eg, Salesforce). * * Client Relationship Nurturing:* Support ongoing relationships with existing clients, ... or Financial institution. * 3+ years of experience managing a client portfolio including institutional clients, high-net-worth individuals, private banking… more
- Truist (Houston, TX)
- …America) **Please review the following job description:** Responsible for providing client relationship management and investment banking services including ... strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by… more
- Regions Bank (Dallas, TX)
- …Management Process through a disciplined approach to sales management + Coaches Relationship Teams to prioritize highest value client /prospect opportunities and ... requirements + Ensures the appropriate involvement of business partners with the core Relationship Teams to ensure client solutions are complete and value-added… more
- Regions Bank (Dallas, TX)
- …funds, investment managers, and alternative providers. This role combines direct client coverage with team leadership, ensuring best-in-class relationship ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
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