- 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
- Robert Half (Houston, TX)
- …productivity, and transformation, enabling change and creating value for the entire client organization. + Financial Reporting Remediation & Compliance: Supports ... an intern, you collaborate with the team to deliver client solutions for complex business problems these organizations face....companies in navigating complex financial reporting situations to reduce their risk of non-compliance… more
- CIBC (Austin, TX)
- …investment and wealth advisory services + A collaborative mindset to deliver seamless client service + Strong financial acumen and relationship management skills ... Manager,** you'll focus on growing direct revenue, retaining high-net-worth client relationships, and expanding business within your portfolio. You'll align… more
- H&R Block (Austin, TX)
- …exhibiting empathy, active listening, and a sincere commitment to their financial wellbeing. Demonstrate adaptability to diverse client personalities and ... in compliance with IRS regulations and H&R Block standards. + Conduct thorough client interviews to understand their financial situation, life changes, and tax… more
- Bank of America (San Antonio, TX)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... and reviewing reports and allocation updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against… more