- AON (Houston, TX)
- …centered on client services, broking, account management, analytics, QA/QC and financial responsibilities. This is a hybrid role with three to four days in ... of information, progress reporting and resolution of issues with the client . Financial responsibilities touch on invoicing, routine reconciliations and… more
- Robert Half Finance & Accounting (Dallas, TX)
- …with the Financial Planner and other team members to ensure seamless client support and accurate financial reporting. Responsibilities: * Prepare and update ... business units to optimize outcomes. * Participate in annual client meetings alongside the Financial Planner to discuss financial goals and progress.… more
- Truist (Webster, TX)
- …service that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and ... Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range of… more
- CVS Health (Austin, TX)
- …and answering questions in a rapidly changing environment. + Experience reading client contracts and interpreting financial terms and schedules. + Ability ... with heart, each and every day. **Position Summary** As a Senior Analyst, Financial Operations - Performance Reporting, you will have responsibility for a full range… more
- Eliassen Group (Austin, TX)
- …http://careers.eliassen.com/NHW2eM + Description + Recommended Jobs **Description:** **100% Remote** Our client is seeking an experienced Financial Data Engineer ... role focused on data modeling, ETL pipeline design, and delivering high-quality, reliable financial data products. _Due to client requirement, applicants must be… more
- Nuveen Investments (Dallas, TX)
- …+ Physical Requirements: Sedentary Work **Career Level** 6IC Related Skills Client Financial Planning, Client Relationship Management, Consultative ... days from start date. **Key Responsibilities and Duties** + Delivers virtual financial planning meetings with clients preparing for retirement and seeking assistance… more
- Mass Markets (Dallas, TX)
- …details + Accurately document call resolution in appropriate systems + Strictly follow client process for handling financial issues and inquiries + Comply with ... POSITION OVERVIEW FINANCIAL SERVICES REPRESENTATIVE SUPPORTING COMMERCIAL AND PUBLIC SECTOR...effective call handling + Follow the processes of the Client program and perform all tasks in a courteous… more
- Mass Markets (Dallas, TX)
- …details + Accurately document call resolution in appropriate systems + Strictly follow client process for handling financial issues and inquiries + Comply with ... POSITION OVERVIEW FINANCIAL SERVICES REPRESENTATIVE (PART-TIME) We are hiring customer...effective call handling + Follow the processes of the Client program and perform all tasks in a courteous… more
- Truist (Dallas, TX)
- …trust, mortgage, insurance, etc., using a team approach to deliver solutions to client 's financial needs and to enhance existing relationships. * Thrives in ... and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through… more
- Regions Bank (Houston, TX)
- … client needs using technical expertise + Performs perpetual discovery, assessing a client 's financial situation to retain & grow the client relationship, ... the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments… more