- Regions Bank (Houston, TX)
- …more information. **Requirements** + Bachelor's degree and eight (8) years of financial services industry experience preferably in commercial or consumer ... and asset retention opportunities + Consistently acquires more complex client relationships and expands services to existing...School Diploma or GED and eleven (11) years of financial services industry experience preferably in commercial… more
- H&R Block (Abilene, TX)
- Our Company An Acquisition Bookkeeper is responsible for recording and reporting financial information related to an H&R Block client 's business activity. ... taxes, and other reports, as needed. + Perform payroll services as requested by the business client ...concerns and solutions related to the maintenance of the client 's financial records. + Participates in meetings… more
- Black Ink Business Services, LLC (Austin, TX)
- …We Are We are a full- service business operations firm that provides accounting, financial and consulting services to a diverse client portfolio. Our ... of the variation, we are committed to delivering high-quality financial services and support across the entire...client relations and providing ongoing support + Maintaining client financial reports and dashboards + Contributing… more
- Zions Bancorporation (Houston, TX)
- Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams ... aspects of factoring clients. Our group specializes in the financial service of factoring to enable companies...risk in the portfolio. + Responsible for reviewing the Client 's financial compliance, account audits and operational… more
- Regions Bank (Houston, TX)
- …Estate/Tax Law, Financial Planning or relevant experience including direct client interaction to deliver fiduciary services ( financial , tax, ... + Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors… more
- Black Ink Business Services, LLC (Austin, TX)
- …to deliver high-quality service + Build and manage long-term client relationships + Provide guidance on financial planning, budgeting, forecasting, ... guiding teams and excel at operating independently in fast-paced environments. What You'll Do Client Services + Partner with clients across diverse industries… more
- BrightSpring Health Services (Arlington, TX)
- …and business support functions including Revenue Cycle accounts receivable responsibilities, client financial and benefits record maintenance, accounts payable, ... responsible for the oversight of operational revenue analysis, ensuring verification of client admission, and authorization and/or eligibility of services . The… more
- Truist (Lewisville, TX)
- …monies assigned. Deliver superior quality service , identifying and understanding the client 's financial needs. Cross-trained to support sales and service ... account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of...2. Two years of teller or cash handling or client service experience 3. Six months of… more
- AON (The Woodlands, TX)
- …response review, insurance carrier negotiations, stewardship report preparation, benchmark analysis, client financial analysis and reporting and carrier contract ... response review, insurance carrier negotiations, stewardship report preparation, benchmark analysis, client financial analysis and reporting and carrier contract… more
- HUB International (Irving, TX)
- … Client Initiatives and Client Experience delivery across all HUB Financial Services (HFS) channels. They work with Producers ( Client ... domain of the Program Executive. **About HUB** : HUB Financial Services stands out as an industry...any performance concerns are identified. + Ensure that all Client Service needs are promptly and professionally… more
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