- Matter Family Office (Dallas, TX)
- …initiatives Qualifications + You have a minimum of four years in the financial services industry, including significant client -facing experience. + You have ... and cash flow management. + You have been part of a client team where you drove financial planning for clients, collaborating both with more senior and more… more
- ARAMARK (Houston, TX)
- …Plans, coordinates and directs all custodial activities, including Aramark and client financial accountability, and compliance with the standards established ... environment where no one gets hurt + Analyze all financial reports for facility operations, as well as reviewing...Actively foster a positive relationship between Aramark and the client and responsible for ensuring the highest level of… more
- ARAMARK (Wichita Falls, TX)
- …statements for the district. Provide oversight and take ownership to deliver client and company financial targets using Aramark systems. Understand performance ... on growth, cost, and productivity, leading people, and delivering financial commitments. Focusing on multiple sites for a single... commitments. Focusing on multiple sites for a single client or multiple clients, the key success measures of… more
- Nuveen Investments (Frisco, TX)
- …including regulatory issues, liquidity needs and tax implications to devise customized financial plans. + Reviews client information, including financial ... a team who partners with clients to identify their financial goals, analyze their financial landscape and...with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time… more
- Commander, Navy Installations (Fort Worth, TX)
- …You will determine client needs through interview and assessment of client financial information and history. You will implement work and family ... to improve quality of life for community members in aspects of career, social, financial , health and community 3) Provide training and information on a variety of… more
- First Horizon Bank (Dallas, TX)
- …relationships + Generate lending, deposit and cash management opportunities + Analyze client financial needs and craft creative solutions + Recommend pricing ... portfolio managers, credit analysts, and support staff to deliver outstanding client experiences. Our extensive financial products and services, coupled… more
- ARAMARK (Houston, TX)
- …Continually assess operations and develop plans to provide optimal service and drive client and customer satisfaction. + Financial Performance - Build revenue ... of accounts within district. Provide oversight and take ownership to deliver client and company financial targets using Aramark systems. Understand performance… more
- Citigroup (Irving, TX)
- … client outcomes. This is an opportunity to shape the future of client engagement in financial technology, working at the intersection of cutting-edge ... consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and… more
- Kestra Financial (Grapevine, TX)
- …individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with ... high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations. If you are energetic, collaborative, client… more
- ARAMARK (El Paso, TX)
- …statements for the district. Provide oversight and take ownership to deliver client and company financial targets using Aramark systems. Understand performance ... with a focus on growth, cost and productivity, leading people and delivering financial commitments. The key success measures of a Site District Manager include… more
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