- Evolent (Austin, TX)
- …and synthesize key insights for internal stakeholders in pursuit of better client financial support and management + Support cross-functional collaboration with ... for the culture. **What You'll Be Doing:** **Sr Analyst, Client Finance** Put your passion where it meets purpose!...are hiring for a Sr Analyst to join our Client Finance Team. The candidate selected for this role… more
- Bank of America (San Antonio, TX)
- …goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... + Price Verification and Valuation + Trade Monitoring + Trading + Client Investments Management + Client Solutions Advisory + Financial Analysis + Financial… more
- Fox Rothschild LLP (Dallas, TX)
- …with attorneys and clients to ensure seamless transfer of information. + Facilitates the management of client specific data to enhance the overall approach to ... **Description** As a member of the Client Service Team (CST), the Client ...employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the… more
- Intuit (Plano, TX)
- …diverse stakeholders to deliver outstanding service and support throughout the entire client management lifecycle. **Application of Sales Methodologies** : + ... with internal and external partners to streamline the sales process. **Collaborative Client Experience Management ** : + Foster a collaborative environment where… more
- PNC (San Antonio, TX)
- …Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management , Customer Experience Management ... and have an opportunity to contribute to the company's success. As a Treasury Management Advisor within PNC's Business Banking organization, you will be based in our… more
- JPMorgan Chase (Dallas, TX)
- …distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus Client Relationship ... at a corporate fiduciary or a law firm + Solid Client Relationship Management experience JPMorganChase, one of the oldest financial institutions, offers… more
- CVS Health (Austin, TX)
- …have end-to-end accountability for the overall implementation project. The role is client facing and responsibilities include establishment and management of ... during the onboarding process. In addition, responsibilities include development and management of overall project plans to drive project teams to specific… more
- WTW (Dallas, TX)
- **Description** Provide day-to-day client service and risk management assistance on assigned accounts. Work with Program Manager, Client Advocate and ACS to ... WTW Wrap Administration System + Provide status reports to client 's project teams + Participate & lead status meetings...project teams + Participate & lead status meetings with client 's project teams. + Other duties as assigned +… more
- Huntington National Bank (Addison, TX)
- …You'll provide comprehensive sales support and sales analysis for the Treasury Management Advisors, Key Responsibilities + Research client financial structures ... Professional (CTP) or equivalent high-level treasury certification + Background in client relationship management , sales, or portfolio development + Passion… more
- PNC (Houston, TX)
- …of the business through the introduction and expansion of financial services to the client . + Executes risk management practices through the adherence to PNC's ... Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management , Relationship Management **Competencies** Client … more