- Bank of America (Dallas, TX)
- …the assignment, sourcing, gathering, furnishing and movement of financial and client information and data . Key responsibilities include transaction processing, ... established written guidelines and procedures + Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality… more
- Kestra Financial (Fort Worth, TX)
- …based on individual financial and investment objectives; deliver advice and participate in client reviews * Manage data and plans in financial planning software ... attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building, and plan...and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential… more
- GuideOne Insurance (Dallas, TX)
- …client organizations without significant rework. + Ensure service-level agreements (SLAs), data security, client -specific compliance needs, and client ... platforms, enhances digital experiences for customers and agents, and enables data -driven decision-making. You will lead a high-performing team of engineering… more
- Deloitte (Dallas, TX)
- …visualizations to help identify tax planning considerations, potential tax risks related to Client 's fixed asset data , and identify potential cash tax savings; + ... FTS-DART group, you will provide tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the … more
- A Better Bail Bond (Houston, TX)
- …phone calls + Reports to Office Manager + Responsible for maintaining flow of client data for back end productivity Qualifications and Skills + Must type ... STRONG clerical skills by preparing various types of bail bonds & heavy data entry; along with additional assigned duties. Organizational skills and great attention… more
- CBRE (Austin, TX)
- …agility. The analyst will be responsible for analyzing energy markets, managing client and supplier data , supporting contract negotiation, and crafting ... analysis. Supplier Management: Support key supplier relationships, manage supplier data and performance, and ensuring deal compliance. Communication and… more
- CyrusOne (San Antonio, TX)
- …and opportunities for efficiency improvements and revenue growth + Support client -facing teams with capacity-related data for proposals, solution design, ... The Senior Data Center Capacity Engineer at CyrusOne is a...capacity for rent recovery, and provides granular visibility into client power consumption. This position is vital for maintaining… more
- Kestra Financial (Cypress, TX)
- …based on individual financial and investment objectives; deliver advice and participate in client reviews + Manage data in financial planning software-Emoney + ... and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Requirements...Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and… more
- Citigroup (Irving, TX)
- …including but not limited to loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team will ... credit risk, operations, legal, etc. + Ensure that quality of data , controls and processes performed meet internal policies and regulatory requirements/expectations.… more
- Ankura (Dallas, TX)
- …for more advanced analytic approaches outside of basic Excel + Drafts client ready data requests + Manages administrative and organizational matters ... + Interfaces directly with more senior clients to gather data and develop analyses in areas of responsibility +...hours during the week and on weekends due to client demands may be necessary + Experience with analytical… more