- Wells Fargo (Irving, TX)
- …related to low-to-medium complex tasks and deliverables. + Conduct research and financial analysis to assess client needs to identifyoptimal Wells Fargo ... of your summer experience while you learn about trends in the financial services industry. + **Organized networking activities** : We promote community involvement… more
- Texas Tech University (Lubbock, TX)
- …ID:** 41986BR **Travel Required:** Up to 75% **Major/Essential Functions:** + Assess client needs. + Provide counseling that includes financial , regulatory, and ... management, and operations + guiding the development of business plans and financial packages + calculating and interpreting historical and projected financial … more
- CBRE (Austin, TX)
- …to motivate and negotiate effectively with key employees, top management, and client groups to take desired action. ** FINANCIAL KNOWLEDGE** Requires in-depth ... business groups to understand their requirements. Business metrics may include client rankings, aggregate portfolio additions and run off, operational effectiveness… more
- Acosta Group (Houston, TX)
- …with team members to help build organizational capacity. + **Compliance and Financial Management:** Ensure all client procedures and policies are followed, ... and fund balances, and monitor and take corrective action as necessary in financial management, such as deductions. + **Additional Duties:** Perform other duties as… more
- Bank of America (Houston, TX)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Bank of America (Fort Worth, TX)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Bank of America (Fort Worth, TX)
- …products, financial markets, policies, procedures, and processes to the client 's investment needs. Job expectations include owning the management, research, and ... required - Previous Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding… more
- Southland Industries (Carrollton, TX)
- …with clients, owners, architects and subcontractors to develop relationships that exceed client satisfaction. 8. Ensure that accurate financial reports and ... representative of the Company, responsible for the overall direction, completion, and financial outcome of one or more large mechanical and/or prime project(s).**… more
- Robert Half Finance & Accounting (Dallas, TX)
- …investment entities. Prepare monthly, quarterly and annual portfolio level consolidated financial statements and other client reporting. Responsible for ... oversight of fund level reporting and coordination of client equity contributions and distributions. Perform intensive review of monthly property level reports.… more
- Edward Jones (Lubbock, TX)
- …member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk ... teams are two or three people, and in a Client Support Team Professional role, you are a critical...see them coming a mile away. You and your financial advisor are essential in working together to help… more