- City National Bank (Houston, TX)
- …portfolio management service provides to the clients of the CPA and FA . They will understand investment methodologies, operational processes and client services that ... make on going calls to introduce banking services to FA 's and CPA's * Collect and organize incoming client...organize incoming client investment statements as submitted by independent FA * Determine the appropriate portfolio structure to be… more
- Lincoln Technical Institute (Grand Prairie, TX)
- …and/or regulatory agencies in compliance with policy, procedure, and legal requirements. FA Manager will also be responsible for the daily management of Financial ... the Campus President to determine all campus needs requiring FA participation are covered. This may include evening and...Bachelor's Degree + Prior experience managing a team of FA Advisor strongly preferred. Full-Time Benefits + Medical, Dental,… more
- Bank of America (Austin, TX)
- …strategic objectives, operational excellence goals, and client advocacy within the FA 's business, while customizing solutions based on their specific needs. Job ... and follows up on all client and Financial Advisor ( FA ) requests + Assists with ensuring practices are in...banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including… more
- Edward Jones (Mineola, TX)
- …sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency and adaptability in a nimble learning ... and make recommendations to client. + Collaborate with the FA and branch team to ensure alignment and create,...obtain referrals and new business. + Coordinate with the FA to assist in the creation of new clients… more
- Bank of America (San Antonio, TX)
- …strategic objectives, operational excellence goals, and client advocacy within the FA 's business, while customizing solutions based on their specific needs. Job ... and follows up on all client and Financial Advisor ( FA ) requests + Assists with ensuring practices are in...banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including… more
- Lockheed Martin (Fort Worth, TX)
- **Description:** You will be the FA \-50 Systems Engineering Deputy for the Integrated Fighter Group \(IFG\) Simulations and Systems Labs \(SSL\) team\. Our team is ... products supporting IFG\. **What You Will Be Doing:** As the FA \-50 Systems Engineering Deputy you will be responsible requirements decomposition, verification,… more
- Verint Systems, Inc. (Austin, TX)
- …owning, supporting, managing, enhancing, and leading ERP modules globally, including EBS Finance ( FA , CM, AP, AR and GL, treasury, and Tax) and Operations, QTC ... and hands-on functional leadership across modules including AP, AR, FA , GL, SLA, OM, EBTAX, AGIS, CM, Configurator, and...+ **Functional Proficiency:** Deep expertise in GL, AP, AR, FA , CM, OM, Inventory, Service Contracts, EBTAX, AGIS, SLA… more
- NTT DATA North America (Plano, TX)
- …avoid penalties -Maintaining and sustaining quality scores above 98.5% PA and 99.75% FA . -Timely response and resolution of claims received via emails as priority ... avoid penalties + Maintaining and sustaining quality scores above 98.5% PA and 99.75% FA . + Timely response and resolution of claims received via emails as priority… more
- WM (Houston, TX)
- …required PPM direct cost entries processing completed PPM projects to move to Oracle FA (estimate to as-built). Reconcile PPM to CIP. + Review ServiceNow tickets and ... Set and host monthly meetings with PM's and related parties. Review status of FA , PPM, Coupa, and any open items/request. + Review reporting to identify and address… more
- Lincoln Technical Institute (Houston, TX)
- …student start dates, and other required dates as requested + Communicate with FA Managers/ Regional Directors of Financial Aid + Assist with additional duties and ... Culinary Arts. Lincoln Tech is an Equal Opportunity Employer. + Email: ###@lincolntech.edu + Website: www.lincolntech.edu/careers 919-19507 a€" FA … more