- First National Bank of Omaha (Plano, TX)
- …channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. Openings in ... and long-term goals. + Solution Identification: Recognize and transform client needs into relevant product and service ...+ 3 years of experience in the investment or financial services industry. + FINRA Series 7… 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 ... of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools,… more
- Lexitas Legal (Plano, TX)
- …support services , including court reporting, medical record retrieval, process service , and corporate filings. Our mission is to deliver unmatched service ... POSITION TITLE: FP&A ( Financial Planning & Analysis) Manager - JD LOCATION:...to track performance vs. targets + Evaluate profitability across client engagements, customer acquisition cost, services , and… more
- MUFG (Irving, TX)
- …and operational enhancement. **Qualifications:** + 0 - 3 years of experience in Financial Services , preferably in Compliance, Risk Management or related areas. + ... actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading ...150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for… more
- Concentrix (Austin, TX)
- … service support and resolution of routine problems and questions regarding client 's products and/or services . (We accept applications for this position on ... guide + Ask probing questions + Persuade customers to into additional products and/or services + Use product knowledge, build client relationships, and find new… more
- Ethos Veterinary Health (Houston, TX)
- …Other Skills and Abilities: + Knowledge of principles and processes for providing client services . This includes evaluating client needs, meeting quality ... Clients about medications and care at home + Provide Financial Estimates + Inform Client about Payment...Client about Payment Methods + Invoice all patient services + Put Client and Patient into… more
- Oracle (Austin, TX)
- …and venues. You will influence workflow and technical decisions, articulating operational and financial impacts to client and company project teams. This role ... will allow you to participate in executive level client discussions regarding revenue cycle expectations and opportunities for improvement. You will manage and… more
- USAA (Plano, TX)
- …all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate ... our mission is to empower our members to achieve financial security through highly competitive products, exceptional service...through provision of a full range of highly competitive financial products and services ; in so doing,… more
- US Bank (Irving, TX)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... technical teams to contribute to the success of our API operations services . Defines the workflows undertaken during execution, creates the training materials, and… more
- Bank of America (Dallas, TX)
- …**Required Qualifications:** + Minimum of 7 years of relevant experience in financial services industry, risk management, AML compliance, regulatory compliance, ... financial crimes risks + Advise Key leaders in client selection processes to guide FLUs on potential ...knowledge of the Crypto/Digital Asset space + Experience in financial services and/or a related government entity… more
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