- CVS Health (Irving, TX)
- …and reconciliation deliverables ( client invoicing, service warranty) as well as client financial projects, initiatives and other financial matters ... new team being formed to address a current knowledge gap between the client and rebate/ financial and reporting operations. This team is a client facing group… 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
- 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
- H&R Block (Abilene, TX)
- Our Company An Acquisition Bookkeeper is responsible for recording and reporting financial information related to an H&R Block client 's business activity. ... any issues, concerns and solutions related to the maintenance of the client 's financial records. + Participates in meetings and training sessions to continuously… more
- Regions Bank (Houston, TX)
- … client relationships. **Primary Responsibilities** + Performs perpetual discovery, assessing a client 's financial situation to retain & grow the client ... or related field + Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience including direct client interaction to… more
- Zions Bancorporation (Houston, TX)
- … and controlling risk in the portfolio. + Responsible for reviewing the Client 's financial compliance, account audits and operational reports to determine the ... Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of...appropriate risk grade for each Client in their portfolio. + Assist in administering any… more
- Black Ink Business Services, LLC (Austin, TX)
- …+ Assisting with client relations and providing ongoing support + Maintaining client financial reports and dashboards + Contributing to the development and ... are a full-service business operations firm that provides accounting, financial and consulting services to a diverse client... financial and consulting services to a diverse client portfolio. Our standout clients are leaders in technology,… more