- PNC (Houston, TX)
- …enabled interactions, providing solutions and advice oriented consultation that improves client financial well-being. Leads effective problem resolution, making ... discovery conversations both proactive and reactive, identifies and implements client solutions and as appropriate collaborates with internal business partners… more
- Scotiabank (Houston, TX)
- …drive ambition for every future! **Overview** Responsible for preparing client presentations, financial modeling, and mentoring/supervising Analysts. ... regulations, internal policies and procedures. **What You'll Do** + Champion a client centric culture focused on deepening client relationships and leverage… more
- SolomonEdwards (Austin, TX)
- …play a key role in delivering technology solutions that strengthen our Client 's financial crime detection capabilities, align with regulatory expectations ... LLC ("SolomonEdwards") is a full-service professional services firm offering financial , operational, and technology consulting and operations support. We work… more
- CBRE (Austin, TX)
- …and controls. **What You'll Do:** + Complete accounting transactions in preparation of client financial statement packages. + Compose and post journal entries ... to prepare, evaluate, maintain, and deliver complete and accurate financial reports as related to the WPE segment of...account management model is at the heart of our client -centric approach to delivering integrated real estate solutions. Each… more
- Zions Bancorporation (San Antonio, TX)
- …to ensure seamless service delivery and client satisfaction. + ** Client Advisory:** Conduct in-depth financial assessments to understand clients' needs ... Identify and capitalize on market opportunities to drive business growth and client acquisition. + ** Financial Analysis:** Analyze and interpret unit/division … more
- CVS Health (Austin, TX)
- …leading conversations with cross-functional partners to understand CVS enterprise and PBM client financial impacts and to align on assumptions and deliverables ... Strategic Planning, will focus primarily on evaluating Trade initiatives and assessing financial value to identify opportunities, risks, and trends. In addition to… more
- Bank of America (Houston, TX)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure...+ Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory… more
- Rock Family of Companies (TX)
- …or refinance process and how to better manage their mortgage + Evaluate client financial status and documents including their credit, employment, income, assets ... obtain real estate financing that meets their personal and financial goals + Represent the Rocket brand in various...loan process from application to closing including resolving any client concerns + Provide every referral source and … more
- CBRE (Houston, TX)
- …Do:** + Complete intermediate to advanced-level accounting transactions in preparation for client financial statement packages. + Create and post journal entries ... to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a complex portfolio of CBRE clients...on a schedule to ensure timely delivery to the client and other management teams. + Review and audit… more
- PNC (Houston, TX)
- …within an omni channel environment. Provides solutions and advice to improve client financial well-being. Leads effective problem resolution. + Fosters a ... be successful in this position. **Preferred Skills** Accountability, Banking, Client Counseling, Customer Experience (CX), Customer Loyalty, Decision Making, People… more