- JPMorgan Chase (Plano, TX)
- …accounts and opportunities in Salesforce, and note taking. + Assist in client call preparation by creating pricing, financial illustrations, developing pitch ... ? You have found the right team. As a Client Solutions Associate (CSA), you will embark on a...investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We… more
- Charles Schwab (Westlake, TX)
- …(PCRA) and Health Savings Accounts (HSA) clients onto Schwab's Brokerage platform. As ** Senior Systems Analyst, Client Integrations and Support** , you will ... quo" and transform the finance industry together. As a financial services leader, The Charles Schwab Corporation, Inc. aims...is paramount to our success. Within this group, the ** Client Integration and Support Team** is responsible for onboarding… more
- JPMorgan Chase (Dallas, TX)
- …and attending client meetings + Serve as a liaison between the Financial Advisor team, branch management , compliance and various other business units ... the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the...resources of one of the largest and most respected financial firms in the world. Our small size and… more
- Acxiom (Austin, TX)
- The Client Partner - Enterprise Account role serves as the primary post-sale point of contact for a strategic client based on revenue and opportunity size. The ... responsible for their satisfaction and future growth. Uses in-depth knowledge of client industry and/or business processes, deep knowledge of the product(s) being… more
- PennyMac (Carrollton, TX)
- …aspirations of homeownership through the complete mortgage journey. A Typical Day The Senior Client Escalation Specialist is a skilled role supporting Pennymac ... PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform...customer requests, and supporting divisional customer service objectives. The Senior Client Escalation Specialist will : +… more
- CVS Health (Richardson, TX)
- …join our dynamic Client Data Exchange Solutions (CDES) team. As a Senior Software Full Stack Developer, you will play a crucial role in architecting, designing, ... seeking a highly skilled and motivated Senior Full Stack Software Engineer to...all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.… more
- Smartbridge (Houston, TX)
- …Program + Team Events + And more Smartbridge is seeking an energetic, results-oriented Senior Client Partner to sell our services and solutions to clients in ... service line leaders to create proposals and respond to client RFPs. Job Responsibilities & Expectations + Drive development...statements of work, and work with Smartbridge leadership on financial models and project pricing + Manage and maintain… more
- CVS Health (Austin, TX)
- …for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. + **Benefit ... and Documenting Requirements with Clients and Account Managers + Consulting with client on proposed solutions to meet objectives and goals including financial… more
- Robert Half (Dallas, TX)
- JOB REQUISITION Dallas Technology Audit & Financial Advisory ( Financial Services) Senior Consultant LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION ... Protiviti is looking for a Technology Audit & Advisory Senior Consultant to join our growing Financial ...your abilities to communicate, gain trust, and network with client personnel and professional associates. At the direction of… more
- Charles Schwab (Westlake, TX)
- …extends beyond the SWA specialty team sphere. **What you are good at:** As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with partners ... utilize a variety of data and systems in order to proactively identify solutions to client financial needs. + Strong analytical skills and attention to detail in… more