- Comerica (Dallas, TX)
- …reputation. Develop and continuously refine the process of handing new accounts to the Fiduciary Guidance organization as well as the account opening team to drive a ... seamless client experience from lead generation to onboarding. Leverage Customer Relationship Management (CRM) systems to enhance sales processes, track client interactions, and improve efficiency. Ability to self-identify potential risks to the sales… more
- PNC (Houston, TX)
- …to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + ... **Institutional Asset Management (IAM** **):** PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit Retirement Solutions for corporations, nonprofits,… more
- Providence (TX)
- …General and Healthcare Professional Liability, Directors and Officers, Employment Practices, Fiduciary , Property, Cyber, Managed Care, and Auto Claims. The Senior ... Quality Analyst assists the Claims leaders in managing a quality assurance program to ensure compliance with laws and regulations pertaining to self-insured health care organizations. The Senior Quality Analyst is also responsible for maintaining a claims… more
- The Hartford (Frisco, TX)
- …primary and excess directors & officers liability, errors & omissions liability, fiduciary liability and employment practices liability. Well Be a Good Match if ... You Have: + A customer-first mindset, putting our customers at the center of everything you do. + A passion for making decisions through both analyzing data and employing critical thinking skills. + A team spirit and desire to work collaboratively. + A… more
- Edward Jones (Dallas, TX)
- …to engaging in client goal discovery, formulating financial planning recommendations, act as fiduciary to the client's financial plan. + Develop and execute HNW team ... objectives, accountability measures and drive team performance (feedback, training & coaching) in support of department and firm objectives. Held accountable for business performance and client and branch experience measures. + Lead the strategy and guidance… more
- PNC (Farmers Branch, TX)
- …and/or commercial loan transactions. May have responsibility for fulfilling key fiduciary obligations associated with the Banks Agent role; validating construction ... due diligence requirements; and/or monitoring construction progress and draw requirements. + Reviews customized commercial, legal, and related due diligence documentation and reporting to ensure adherence to deal structures and/or regulatory compliance… more
- Travelers Insurance Company (Richardson, TX)
- …professionals. Typical claims may include professional negligence, malpractice, breach of fiduciary duty and misrepresentation, among others. As of the date of ... this posting, Travelers anticipates that this posting will remain open until September 22, 2025. **What Will You Do?** + Follow operational policies to analyze, investigate, and resolve BSI claims of varying levels of severity with moderate supervision from… more
- Pedernales Electric Cooperative (Cedar Park, TX)
- …specifications, standards, and industry practices . + Ensure PEC membership's fiduciary interests are maintained through effective contract management during all ... construction activities + Ensure safe working practices and environment is adhered to on the construction site + Ensure construction activities are fully complete when invoiced by construction contractor + Ensure environmental and permitting requirements are… more
- Pedernales Electric Cooperative (Cedar Park, TX)
- …PEC specifications, standards, and industry practices. + Ensure PEC membership's fiduciary interests are maintained through effective contract management during all ... construction activities. + Ensure safe working practices and environment is adhered to on the construction site. + Ensure construction activities are fully complete when invoiced by construction contractor. + Ensure environmental and permitting requirements… more
- Weatherford (Houston, TX)
- …with a humble attitude always seeking to learn more. + Maintaining a fiduciary responsibility for all company assets and resources, within his or her control. ... Supervision: Receives supervision from Managers on audit projects. Reports to Senior Manager. Education & Experience: + Bachelor's degree in Accounting, Finance, Supply Chain or another related field (Master's preferred). + 3 - 5 years of audit or accounting… more
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