- Valet Living (Houston, TX)
- …results? Do you thrive in a fast-paced environment where operations, sales, and client relationships all come together? If so, MultiPro Property Solutions wants you ... relationships with our clients' property teams to achieve high customer satisfaction, client retention, and branch revenue and profit goals. The ideal candidate is… more
- DXC Technology (Austin, TX)
- …customers and colleagues at DXC.com. **Location:** Hybrid with up to 50% travel to client location. Candidates located within 25 miles of a DXC office will be ... to S/4HANA, including **:** + Conducting workshops and discovery sessions to understand client requirements and pain points + Analyzing client data and systems… more
- Principal Financial Group (Addison, TX)
- …by building partnerships with our financial professionals, accurately onboarding new client accounts, managing account openings and asset movement requests with ... to track multiple time sensitive deadlines and maintain electronic client files. + Communicate new account statuses, resolve ...**Who You Are** + Bachelor's degree or equivalent in finance , business administration, or a related field preferred. +… more
- JPMorgan Chase (Plano, TX)
- …Team, you will be responsible for managing counterparty credit exposure to a client base consisting of hedge funds and other alternative managers employing a diverse ... creditworthiness of these clients and manage counterparty credit exposure associated with client trading, clearing, prime brokerage and custody activity. Our team is… more
- Kestra Financial (Fort Worth, TX)
- …services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties and Responsibilities ... * Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case design and financial planning *… more
- First National Bank of Omaha (Frisco, TX)
- …third-party referrals, growing relationships with new and existing customers. + ** Client Relationship Management:** Serve as a trusted advisor, offering personalized ... preservation and long-term goals. + **Solution Identification:** Recognize and transform client needs into relevant product and service offerings, expanding … more
- Charles Schwab (Austin, TX)
- …problem solving, helping us "challenge the status quo" and transform the finance industry together.** Schwab's Wealth & Advice Solutions (WAS) organization offers ... initiatives that enhance and transform both the advisor and client experience. This role requires a strong understanding of...you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances… more
- Charles Schwab (Austin, TX)
- …problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and ... tasked with delivering the strategic roadmap to improve the client and employee experience. This is a high-impact role...you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances… more
- DriveTime (Dallas, TX)
- **What's Under the Hood** GoFi is an AI-centric, licensed auto finance company built for a digital-first world. Built upon an entirely cloud-based infrastructure, ... the best customer experience. GoFi powers solutions ranging from traditional turn-down finance arrangements to fully integrated co-branded finance and digital… more
- Wolters Kluwer (Houston, TX)
- …analytics and services offerings. Candidate will work with product management, marketing, finance , sales and corporate pricing teams to drive measurable impact on ... the product level, across products and also at a client P&L level to assist in winning new business.... Work closely with product management, marketing, sales, and finance to identify inefficiencies and promote change related to… more