- Public Consulting Group (Austin, TX)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . Client Success Partners will be integral members of the EDPlan Innovations ... Team. This position will be responsible for engaging client stakeholders for EDPlan Innovation projects. Client Success Partners are responsible for managing,… more
- City National Bank (Houston, TX)
- …High Net Worth or Ultra High Net Market markets * 3 plus years delivering formal client presentations * CFA - Charter Financial Analyst (or in process of CFA) * ... accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly… more
- Houston Methodist (Houston, TX)
- At Houston Methodist, the Revenue Cycle Client Management Consultant position is responsible for serving as the internal revenue cycle management consultant for ... department revenue cycle meetings. + Coordinates with the assigned financial analyst to obtain accurate and timely month-end financial reports **GROWTH/INNOVATION… more
- Citigroup (Dallas, TX)
- …of experience as a KYC/AML Manager, KYC Operations Senior Supervisor, KYC Operations Analyst or related position involving client onboarding processes for the ... Support on-onboarding processes, working with customers to gather Know Your Client (KYC) business and ownership documentation. Coordinate KYC and onboarding… more
- HUB International (Fort Worth, TX)
- …a group when requested + Provide mentorship with Account Administrator/Assistant Plan Analyst were applicable + Coordinates client contact changes with ... customer service with employees committed to adding value to every client activity. **Primary Role:** The Employee Benefits Account Manager works collaboratively… more
- HUB International (Argyle, TX)
- …a group when requested + Provide mentorship with Account Administrator/Assistant Plan Analyst were applicable + Coordinates client contact changes with ... customer service with employees committed to adding value to every client activity. **Primary Role:** The Employee Benefits Account Manager works collaboratively… more
- Wolters Kluwer (Coppell, TX)
- …as a thought leader in the Audit and Assurance space via webinars, client roundtables, industry events, and analyst briefings. + Evangelize customer problems ... and market trends internally to influence platform direction and cross-functional alignment. **Customer & Market Intelligence** + Lead discovery efforts across target segments to define customer personas, pain points, and buying triggers. + Conduct ongoing… more
- Astanza Laser (Dallas, TX)
- Digital Marketing Analyst - We are looking for Data Analyst , PPC and Social Media expertise Astanza believes that we do more than just sell lasers; we change ... team. We have an emphasis on digital marketing, so our Digital Marketing Analyst (Data/SEM/SEO/PPC/PAID SOCIAL) will be a key player on the team. The purpose… more
- Truist (Houston, TX)
- …may work closely with Capital Markets, sales, and trading to help leverage the analyst 's research product into the institutional client base. 8. Depending on ... industry assessments and company-specific research reports. 5. Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO,… more
- Comerica (Frisco, TX)
- …technology and cybersecurity on internal business units and the external client base. Program DescriptionOur program consists of three eight-month rotations through ... and technical expertise through a variety of roles including: + Business Analyst + Data Analyst + Software Engineer + Project Manager + Test Automation Engineer… more