- City National Bank (Austin, TX)
- …investors who have expressed an interest in RBC Rochdale investment services . Develops "partnering" relationships with Independent Financial Advisor , accounting ... objective of providing the highest level of investment management services to their clients. Performance in the role is...accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare … more
- TEKsystems (Fort Worth, TX)
- …work toward successful achievement of their goals. + Coordinate Case Prep for client meeting with Advisor Additional Skills & Qualifications + CFP Certification ... to your Health Savings Account for the high deductible medical plan* Charitable services & volunteer opportunities* Concierge services with daily lunch specials,… more
- Leap (Fort Worth, TX)
- …accessories, including basic knowledge of materials, product features, and the service expectations of high-end clientele. + Availability: Flexible and adaptable to ... candidate's experience, skills, competencies, and qualifications. Interpersonal Skills: + Client -Centric & Hospitality-Driven- seeks to create genuine and authentic… more
- Leap (Dallas, TX)
- …Qualifications: + Experience: A background in luxury retail or high-touch client -facing roles, demonstrating expertise in premium customer service , brand ... Professional & Reliable: Consistently punctual and dependable, adept at handling client inquiries, complaints, and requests with empathy and professionalism. + Brand… more
- Leap (Houston, TX)
- …accessories, including basic knowledge of materials, product features, and the service expectations of high-end clientele. + Availability: Flexible and adaptable to ... candidate's experience, skills, competencies, and qualifications. Interpersonal Skills: + Client -Centric & Hospitality-Driven- seeks to create genuine and authentic… more
- Sam Houston State University (Huntsville, TX)
- …Primary Responsibilities (Staff Positions Only): Provides professional business advising services to pre-venture, early stage and growth companies. Consults with ... clients throughout the service area of Montgomery County. Assists clients in analyzing...strengths and weaknesses and developing strategies for improvement. Assesses client 's management and technical education needs and recommends appropriate… more
- Grant Thornton (Dallas, TX)
- …more, confidently. Your day-to-day may include: + Manage, direct, and monitor multiple client services teams on client engagements; plan, execute, direct, ... client 's tax burden + Consult, work with, and service client to make recommendations on business...business and process improvement and serve as a business advisor to client + Other duties as… more
- Insight Global (Irving, TX)
- Job Description Participates in client /project meeting(s) for needs assessment and design review. Analyzes the needs and requirements of users of existing and ... ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by… more
- City National Bank (Houston, TX)
- …from the sales process to portfolio management is smooth and accurate. * Handle advisor and client communication. Serve as the central point of the relationship. ... WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients'… more
- Charles Schwab (Austin, TX)
- …empowers RIAs to focus on clients while benefiting from secure, comprehensive, client -centric solutions. Schwab Advisor Services delivers these offerings ... candidate for this role to work on site in the specified location(s). Schwab Advisor Services is the industry's leading provider of custody, trading, and support… more