- 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
- 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
- AON (The Woodlands, TX)
- …response review, insurance carrier negotiations, stewardship report preparation, benchmark analysis, client financial analysis and reporting and carrier contract ... response review, insurance carrier negotiations, stewardship report preparation, benchmark analysis, client financial analysis and reporting and carrier contract… more
- Truist (Austin, TX)
- …all monies assigned. Deliver superior quality service, identifying and understanding the client 's financial needs. Cross-trained to support sales and service ... the following job description:** Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of… more
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