- Kestra Financial (Grapevine, TX)
- …the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and ... a high level of integrity, energy, and excellent client -facing skills. The Client Relations Associate manages the CRM system, schedules appointments,… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services ... you will be integral to our team, handling customer relations , managing financial data, and ensuring the...promptly and effectively * Summarize meeting notes, emails, and financial data for client meetings Requirements *… more
- Towne Park (San Antonio, TX)
- …**SUMMARY** The Associate Manager is responsible for ensuring high levels of client , customer and associate satisfaction at a designated Towne Park location. ... opportunity to brighten someone else's day and make an impact. When we see a customer, a client or one of our own team members smile, we know we made an impact. It's… more
- Allied Universal (Rio Grande City, TX)
- …Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results + Ability to maintain a ... a retirement plan, employee assistance programs, company discounts, perks, and more. ** Client Manager - Security** **1+ Years' Law Enforcement Experience OR 2+… more
- Allied Universal (San Antonio, TX)
- …and developing teams + Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results + Ability to collaborate ... programs, company discounts, perks, and more. Allied Universal(R) is hiring a Client Portfolio Director. The Client Portfolio Director collaborates with the… more
- HUB International (Austin, TX)
- …Outlook, and Excel + Familiarity with tax software programs + Positive attitude toward client relations to provide exceptional, proactive client service + ... partnership, private foundation and gift tax returns and ongoing financial recordkeeping services. The successful tax associate ...vouchers, extension forms and all related work papers and financial statements + Maintain client paper files… more
- Allied Universal (Point Comfort, TX)
- … acumen + Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results + Results-oriented problem-solving ... perks, and more. Allied Universal is currently seeking a Client Portfolio Manager to lead a business segment in...in criminal justice, business or a related field + Associate 's degree in criminal justice, business or a related… more
- JPMorgan Chase (Plano, TX)
- …intelligent discovery and decisioning tools. As a Data Scientist - Senior Associate within the Analytics Team, you will actively engage in analyzing large-scale ... that reveal underlying patterns and address business questions related to employee relations , conduct, customer complaints, and talent insights. In this team member… more
- PenFed Credit Union (San Antonio, TX)
- …+ Understand and display the ability to conduct initial borrower interviews to gather financial information and understand client needs. + Display ability to act ... of the PenFed family. PenFed is hiring a (Hybrid) Digital Mortgage Loan Officer Associate at our San Antonio, Texas service center. The primary purpose of this job… more
- JPMorgan Chase (Plano, TX)
- …from lenders, auditors, rating agencies, and other stakeholders. + Maintain strong client relations and interact effectively with internal and external ... the status quo and striving to be best-in-class. As an Asset Management Senior Associate within the Asset Management team, you will be tasked with identifying and… more