- H&R Block (Austin, TX)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. It would be even… more
- Truist (Houston, TX)
- …support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ... maintenance of client records. 5. Manage the financial advisor 's calendar to maximize the appointments'...2. Experience in the securities industry and/or a sales assistant role. 3. Knowledge of securities markets and brokerage… more
- Citigroup (Irving, TX)
- …consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that… more
- Principal Financial Group (Austin, TX)
- …integrate with CRM and planning systems. + Guide UI development for seamless client - advisor interactions across chat, video, and co-browsing experiences. + Build ... maintain software solutions that support wealth management platforms and client -facing applications specifically for our advising and servicing platform, enabling… more
- Parexel (Austin, TX)
- …Manages project engagements (small or large) + Interacts with the assigned Project Assistant to ensure accurate financial management and for general project ... understanding of issues which may impact project profitability and client satisfaction + Acts as a trusted advisor... client satisfaction + Acts as a trusted advisor to clients, often on issues that lack precedent… more
- Capgemini (Houston, TX)
- …work, and pricing models to support presales and project execution. + Build strong client relationships to act as a trusted advisor , ensuring successful AI ... AI solution architectures leveraging Oracle AI products such as Oracle Digital Assistant , Oracle Cloud AI Services, and Oracle Autonomous Database with AI… more