- 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
- WTW (Austin, TX)
- …Health and Benefits Financial /Actuarial Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experience ... H&B intellectual capital. + Communicates and delivers complex concepts and financial /actuarial/analytic results to effectively drive client action and improve… 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
- 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
- Sodexo (Corpus Christi, TX)
- …of day-to-day operations; + deliver high quality food service; + achieve company and client financial targets and goals; + develop and maintain client ... in a K-12 setting under USDA/National School Lunch Program guidelines. Strong financial , operational and program standards knowledge along with exceptional client… more
- Cushman & Wakefield (Dallas, TX)
- …all areas of operational activities and maintenance of effective relationships with key client contacts * Develop financial plans and specific goals for cost ... of all C&W account services and adherence to the client 's real estate standards of performance and needs *...capital planning, cash flow management and production of monthly financial reports to ensure accuracy and completeness and confirm… more
- PNC (Allen, 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
- 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
- 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
- Acosta Group (Lewisville, TX)
- …The Business Manager Assistant will be responsible for customer forms creation, client financial tools, trade spend reconciliation, order and claims alerts, ... generation via customer portals, Acosta Sprint, Acosta Relay and Excel. + Client Financial Tools - Creating customer events and maintenance as required. + Trade… more
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