- HUB International (Bryan, TX)
- …Executive to manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting ... a group when requested + Provide mentorship with Account Administrator/Assistant Plan Analyst were applicable + Coordinates client contact changes with… more
- Truist (Dallas, TX)
- …Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience. 2. ... enable quality client interaction. 7. Continually provide responsive and personal service to our Wealth Clients. 8. Assist with special projects for the… more
- Truist (Dallas, TX)
- …process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use ... (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, mortgage, planning,… more
- TIAA (Frisco, TX)
- …and quality improvements in processes and systems to positively impact bottom-line and/or client service . + Assist Portfolio Managers in reviewing and planning ... This role will contribute to the success of overall client management by leading the partnership with Wealth Management...degree in business or finance; MBA + Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) certifications +… more
- Houston Methodist (Houston, TX)
- …for operational and financial decision making. The Senior Financial Information Data Analyst position independently partners with client groups to evaluate needs ... At Houston Methodist, the Senior Financial Information Data Analyst position is responsible for identifying appropriate information sources in order to effectively… more
- Capgemini (Dallas, TX)
- **About the job you're considering** Ensures the delivery of a high quality, customer focused service daily to the client in accordance with agreed Service ... considering** Ensures the delivery of a high quality, customer focused service daily to the client in accordance with agreed Service Level Agreements.… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client , a $7B Utility company is looking for a Corporate Accounting Manager to lead a team focused on general ledger accounting for holding ... companies, a centralized service company, and other unregulated companies, not to include...Will be managing a team of 3 people (Lead Analyst (MBA but not a CPA), Senior Analyst… more
- Norstella (Austin, TX)
- …both qualitative and quantitative data. Your work will directly inform client deliverables, helping to uncover actionable insights and shape strategic ... Project management of qualitative and quantitative research engagements, overseeing analyst contributions, managing timelines, and ensuring alignment with project… more
- APTIM (Houston, TX)
- …and NESHAP reports. The candidate will also provide H&S domain expertise on client projects. This individual will serve as a technical leader, trusted client ... contributor to the evolution of APTIM's environmental and ESG-focused service offerings. **Key Responsibilities/Accountabilities:** + Lead and support APTIM's… more
- CBRE (Richardson, TX)
- …and performance. Our account management model is at the heart of our client -centric approach to delivering integrated real estate solutions. Each client is ... and offer several job opportunities that align with the skills gained from military service . Some of the jobs at CBRE that are often considered transferrable from… more
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