- Paychex (Irving, TX)
- …Scheduling appointments and visiting potential and current referral sources, specifically the broker channel to secure referrals to end users. + Prospecting for new ... clients and new referral sources outside of the Paychex base, utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management. + Analyzing the prospects' needs and interests, determining… more
- Lincoln Financial (Austin, TX)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- HUB International (Austin, TX)
- **About Us:** HUB is a global insurance and employee benefits broker , providing a broad array of property, casualty, risk management, life and health, employee ... benefits, investment and wealth management products and services. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining… more
- Deloitte (Fort Worth, TX)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Qualifications Required: + Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week + Bachelor's degree in Accounting, Finance, or other business-related field + 5+ years'… more
- City National Bank (Dallas, TX)
- …Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker /Dealer, Investment Banking activities for CNB's Capital Markets, Registered and ... Unregistered Fund Vehicles, Support Functions (Operations, Compliance, Risk). Additionally, the position is responsible for maintaining and executing continuous monitoring program in accordance with audit methodology and taking into consideration industry… more
- Robert Half Accountemps (Houston, TX)
- …Responsibilities: + Data entry and maintaining accurate financial records. + Process broker statements and ensure correct journal entries. + Reconcile bank accounts, ... brokerage statements, and other financial documents. + Handle check runs, deposits, and overall cash management. + Month-end consolidation: Prepare financial reports. + Oversee intercompany transactions and manage accounting across approximately 40 entities… more
- TIAA (Dallas, TX)
- …licensing in all 50 states. This role falls under the scope of the Broker -Dealer. All licenses must be obtained within 120 days from start date. **Key ... Responsibilities and Duties** + Take inbound calls from both internal partners and clients to help identify product and investment needs. + Determine where client has a need and create or manage associated opportunity to a won or lost sale. + Provide advice or… more
- CH Robinson (Laredo, TX)
- …of US Customs entry processes and partner government agency regulations + Customs Broker License + Become or maintain Certified Customs Specialist status with the ... NCBFAA + Associate's or bachelor's degree from an accredited college or university + Strong communication, prioritization, and multi-tasking skills + Proven critical-thinking and problem-solving skills to adapt to ever-changing tasks and customer needs + High… more
- The Cigna Group (Houston, TX)
- …facilitate payments through the funds. * Participate in finalist, midyear, cross-sell, broker and analytics opportunities to provide insights on Cigna's health and ... well-being capabilities. * Supports Healthy Workforce Designation opportunities for clients. * Present Cigna employee benefits for new or renewing clients. * Effectively leverages Expert Advisors (eg Client Service Consultants, Platinum or Gold Service team,… more
- Charles Schwab (Westlake, TX)
- …branch), lines of business (eg, Retail, Advisor Services), and legal entities (eg, bank, broker -dealer). The core focus of the role will be ensuring that we are ... managing across this ecosystem in a holistic, strategic way. As a strategy 'integrator', this role must be able to synthesize the complexity inherent in the systems, regulatory rules, client needs, and efficiency and growth opportunities at Schwab. The goal is… more