- 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
- 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
- Revel CPA (TX)
- …and other financial adjustments for accounts to maintain accurate and up-to-date client financial records. + Delivering Client Insights and Reporting: ... bookkeepers, ensuring high-quality deliverables and professional growth. + Overseeing Client Financials: Handle month-end reviews, account reconciliations, journal entries,… more
- Black Ink Business Services, LLC (Austin, TX)
- …diverse industries to deliver high-quality service + Build and manage long-term client relationships + Provide guidance on financial planning, budgeting, ... performance + Oversee new client onboarding Accounting + Manage client accounts, relationships, and expectations, including developing financial models and… more
- HUB International (Irving, TX)
- …services to assigned service clients focusing on Client Initiatives and Client Experience delivery across all HUB Financial Services (HFS) channels. They ... and issues. + Regularly partner with internal HFS leaders to evaluate client (s) financial performance/viability, consulting on proposed or required policy… more
- First Horizon Bank (Dallas, TX)
- …loan options, opening deposit accounts, and taking loan applications. + Client -Centric Financial Advice: Through a consultative approach, provide personalized ... customer wait time to a minimum (performs processing of financial transactions as needed). + Deliver excellent client... financial transactions as needed). + Deliver excellent client experiences consistently and promptly resolve client … more
- BrightSpring Health Services (Arlington, TX)
- …and business support functions including Revenue Cycle accounts receivable responsibilities, client financial and benefits record maintenance, accounts payable, ... for the oversight of operational revenue analysis, ensuring verification of client admission, and authorization and/or eligibility of services. The Business Manager… more
- Banc of California (Austin, TX)
- …account into Portfolio Management. + Ensure loans are performing by tracking financial performance of client operations. + Perform financialstatement analysis to ... is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and… more
- Kestra Financial (Bellaire, TX)
- We are an independent financial planning firm in Bellaire, Texas. The successful candidate will be a highly motivated self-starter who is interested in making a ... . Process distributions, Roth conversions, and other transactions. . Respond to client inquiries. . Scheduling meetings with clients. . Assist clients with website… more
- Truist (Houston, TX)
- …and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based ... consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. 4. Participates fully in… more