• Associate Financial Planner

    Robert Half Finance & Accounting (Dallas, TX)
    …in Dallas, Texas. In this role, you will assist in delivering comprehensive financial planning services to clients, including tax planning, investment analysis, ... Financial Planner and other team members to ensure seamless client support and accurate financial reporting. Responsibilities: * Prepare and update client … more
    Robert Half Finance & Accounting (07/23/25)
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  • Dallas Financial Services…

    Mass Markets (Dallas, TX)
    POSITION OVERVIEW FINANCIAL SERVICES REPRESENTATIVE (FULL-TIME) We are hiring customer service representative to support inbound and outbound customer ... service projects for Finacial Services clients. We are seeking qualified professionals who will...document call resolution in appropriate systems + Strictly follow client process for handling financial issues and… more
    Mass Markets (07/16/25)
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  • Wealth Advisor III - Houston / Austin

    Truist (Houston, TX)
    …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...investment, trust and fiduciary services , and insurance services ) in a manner that promotes client … more
    Truist (09/01/25)
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  • Private Wealth Management Wealth Advisor

    Regions Bank (Houston, TX)
    …more information. **Requirements** + Bachelor's degree and eight (8) years of financial services industry experience preferably in commercial or consumer ... and asset retention opportunities + Consistently acquires more complex client relationships and expands services to existing...School Diploma or GED and eleven (11) years of financial services industry experience preferably in commercial… more
    Regions Bank (07/15/25)
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  • Implementation Project Manager - I

    ADP (Dallas, TX)
    …and/or merger and acquisition, from the point of sale through the transition to on-going Client Services . At **ADP** we are driven by your success. We engage ... **RESPONSIBILITIES:** + Project manages work of several internal departments, client , financial advisors and client 's...on department standards and coordination of seamless transition to Client Services . + Failure to properly execute… more
    ADP (08/28/25)
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  • Senior Advice and Planning Analyst

    Truist (Fort Worth, TX)
    …client new business/opportunity presentations and meetings. Delivering superior level of client service to retain clients. This includes: Anticipating ... culture. This includes preserving the confidential nature of our client 's personal financial data and acquisition and...accounting, law, tax, etc.). 2. Graduate degree in business, financial services , accounting, law, or other related… more
    Truist (08/08/25)
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  • Licensed Client Services Associate

    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 ... promptly and effectively * Summarize meeting notes, emails, and financial data for client meetings Requirements *...a Series 6 license. * Ability to provide excellent client service is a must. * Strong… more
    Robert Half Finance & Accounting (08/09/25)
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  • Business Manager

    BrightSpring Health Services (Houston, TX)
    …and business support functions including Revenue Cycle accounts receivable responsibilities, client financial and benefits record maintenance, accounts payable, ... responsible for the oversight of operational revenue analysis, ensuring verification of client admission, and authorization and/or eligibility of services . The… more
    BrightSpring Health Services (08/19/25)
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  • Universal Banker - Mockingbird

    Truist (Dallas, TX)
    …monies assigned. Deliver superior quality service , identifying and understanding the client 's financial needs. Cross-trained to support sales and service ... account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of...2. Two years of teller or cash handling or client service experience 3. Six months of… more
    Truist (08/23/25)
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  • Implementation Project Manager

    ADP (El Paso, TX)
    …and/or merger and acquisition, from the point of sale through the transition to on-going Client Services . At **ADP** we are driven by your success. We engage ... **RESPONSIBILITIES:** + Project manages work of several internal departments, client , financial advisors and client 's...on department standards and coordination of seamless transition to Client Services . + Failure to properly execute… more
    ADP (08/13/25)
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