- H&R Block (Austin, TX)
- …for the future, and informing clients about available H&R Block products and services that may assist with their financial objectives. Present complex tax ... impact in people's lives through expert guidance and compassionate service . It would be even better if you also...empathy, active listening, and a sincere commitment to their financial wellbeing. Demonstrate adaptability to diverse client … more
- Robert Half (Houston, TX)
- …productivity, and transformation, enabling change and creating value for the entire client organization. + Financial Reporting Remediation & Compliance: Supports ... an intern, you collaborate with the team to deliver client solutions for complex business problems these organizations face....public accounting firm and does not issue opinions on financial statements or offer attestation services . JOB… more
- Bank of America (San Antonio, TX)
- …development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- 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 ... on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and...flow management. + You have been part of a client team where you drove financial planning… more
- ARAMARK (Dallas, TX)
- …* Develop program (facilities, custodial, energy, grounds or maintenance) to meet client and customer demands and specifications Financial Performance * Build ... Environmental Services Manager Requisition #: 622128 Location: Dallas, TX,...to the department * Oversight and responsibility to deliver client and company financial targets * Adopt… more
- Nuveen Investments (Frisco, TX)
- …Requirements** + Physical Requirements: Sedentary Work **Career Level** 7IC **Required:** + 3+ years financial services experience + Series 7, 63 and 65 (or 66) ... issues, liquidity needs and tax implications to devise customized financial plans. + Reviews client information, including...120 days of start date **Preferred:** + 5+ years financial services experience + Series 7, 63… more
- Sedgwick (Irving, TX)
- …National Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Dir Client Services - Workforce ... PURPOSE** : To determine account management strategies related to client service plans; to be responsible for...models; and to oversee the work of other local Client Services staff. **ESSENTIAL FUNCTIONS and RESPONSIBILITIES**… 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
- First Horizon Bank (Dallas, TX)
- …and support staff to deliver outstanding client experiences. Our extensive financial products and services , coupled with your business acumen and marketing ... Generate lending, deposit and cash management opportunities + Analyze client financial needs and craft creative solutions...**About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our… more
- ARAMARK (Houston, TX)
- …assess operations and develop plans to provide optimal service and drive client and customer satisfaction. + Financial Performance - Build revenue and manage ... within district. Provide oversight and take ownership to deliver client and company financial targets using Aramark...change and turnaround initiatives. The ability to focus on client and customer services , entrepreneurship and building… more
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