- Charles Schwab (Austin, TX)
- …creativity in problem solving, and attention to detail + Passionate about strategy and/or client experience and financial services + Strong business acumen, ... desire to build and grow a career in the financial services industry + Superior research and...have a passion for influence, and seek to exceed client expectations. **What's in it for you** At Schwab,… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...environment. * High School Diploma or Associate's degree required * Previous experience in financial services a… more
- KBR (Houston, TX)
- …line responsibility for financial success. + Delivers expected results for financial , HSE, client satisfaction, budget, and schedule performance. + Serves as ... cycle. These include world-class licensed process technologies, differentiated advisory services , deep technical domain expertise, energy transition solutions, high-end… more
- Hatch (Austin, TX)
- …the team meets its operating performance targets. + Manage project production, changes, client relations, and financial management of various projects to ensure ... Our expertise in infrastructure includes aviation, highways and bridges, planning and advisory services , ports, rail and transit, tunnels, and water. Want to be part… more
- Robert Half Finance & Accounting (Frisco, TX)
- …We are looking for an experienced Audit Senior to join our dedicated services client in Plano/Frisco, Texas. This role involves conducting external audits ... Perform comprehensive external audits for various clients across industries. * Travel to client sites to conduct financial and operational audits. * Develop and… more
- World Wide Technology (Dallas, TX)
- …with priority opportunities for improved teaming and increased visibility. **The Client Services Director should possess the following required skills:** ... of focus will include:** **Value Creation** + Build trust-based relationships with Client Executives and team members + Engage in strategic discussions with Sales… more
- UTMB Health (Galveston, TX)
- Business Coordinator - Laboratory Client Services (Casual Appt., 19.9 hours per week/ No benefits) Onsite **Galveston, Texas, United States** Business, ... 2 years of office related experience. **_MAJOR DUTIES / CRITICAL TASKS:_** ( Financial related tasks) + Serves as Accountable Property Officer for the… more
- BMO Financial Group (Dallas, TX)
- …+ Oversees credit and legal documentation and ongoing monitoring of asset and client performance + Provides accurate financial analysis and risk assessment of ... credit worthiness. + Establishes cross-selling initiatives to increase penetration with client . + Applies knowledge in bank products, processes and systems and… more
- CGI Technologies and Solutions, Inc. (Plano, TX)
- …this role:** * 8+ years of experience in software engineering, ideally within the financial services sector. * 2-3 years of hands-on experience in AI/ML ... develop data pipelines, and deploy machine learning solutions that support financial reporting, client communication, and data analysis. You'll collaborate… more
- Grant Thornton (Dallas, TX)
- …may include: + Develop and maintain a good working relationship with financial services clients and work effectively with client management and staff at all ... As the Internal Audit - Financial Services Managing Director, you'll lead...experience in staff and audit management in an integrated client service team. + Ability to manage… more