- Deloitte (San Antonio, TX)
- … services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector ... implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services ...Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner… more
- Grant Thornton (Houston, TX)
- …go against expectations for the type of career you can have in professional services . We're here to meet and then go beyond those expectations with the seasonal ... periods driven by business need, to learn about your client 's operations, processes, business objectives, and risks, and apply...and risks, and apply that knowledge to enhance the financial statement audit - all with the resources and… more
- Scotiabank (Houston, TX)
- …management. Address US Energy (spanning upstream, midstream, downstream, oilfield services , and chemicals industries) client inquiries and requirements. ... maintain an effective network of internal and external contacts. Participate in client meetings along with the Relationship Manager. Occasionally attend client … more
- USAA (San Antonio, TX)
- …all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate ... our mission is to empower our members to achieve financial security through highly competitive products, exceptional service...through provision of a full range of highly competitive financial products and services ; in so doing,… more
- Cherry Bekaert (Austin, TX)
- …support of a strong leadership team and professional peers committed to providing high-quality client service . Day to day tasks will include assessing the design ... to join our team providing internal audit, regulatory compliance and risk management services to banks and financial institutions. As the level of regulatory… more
- JPMorgan Chase (Plano, TX)
- …initiatives in collaboration with Senior Executive leaders in the Relationship Management, Client Onboarding and Service , Technology and Product organizations as ... and escalation point with various internal partners including Relationship Managers, Technology, Client Onboarding and Service and other areas of operation… more
- Mass Markets (Killeen, TX)
- …experienced Customer Service Representatives to support both inbound and outbound service initiatives for our Financial Services clients. This role ... is ideal for professionals who are passionate about delivering exceptional service and are committed to supporting our members, employees, and communities with… more
- CVS Health (Austin, TX)
- …engineering teams while driving innovation, scalability, and operational excellence across critical client -facing services . As a key member of the technology ... services that allow products to adapt to varied client needs without custom code. + Partner with Implementation...and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to… more
- Columbia Bank (Addison, TX)
- …independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is ... Choice for businesses, their owners, and employees by deliveringa highlydifferentiated client experience.Develop an advisory approach to grow, nurture, and expand … more
- JPMorgan Chase (Houston, TX)
- …Office tools including Outlook, Excel, Word, and PowerPoint Chase is a leading financial services firm, helping nearly half of America's households and small ... deposit, cash management, and credit business while focusing on relationship-building, client experience, and risk management + Manage performance of individual team… more