- Raymond James Financial, Inc. (Southlake, TX)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative...of Financial Advisor expenses. + Creates reports to… more
- Truist (Fort Worth, TX)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to...functions. 1. Bachelor's degree or equivalent experience and related training . 2. Experience in the securities industry and/or a… more
- HUB International (Austin, TX)
- …The Client Service Associate provides essential support to the Financial Advisor by ensuring seamless day-to-day operations, superior client service, ... requirements. By maintaining accurate records, coordinating schedules, and supporting both the advisor and clients, the Client Service Associate plays a critical… more
- Raymond James Financial, Inc. (Boerne, TX)
- …events. + May enter orders at the direction of the Financial Advisor . + Actively engages in available training /cross- training and educational and/or ... industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative...a high level of organization and accuracy, processes client financial transactions and financial advisor … more
- Wolters Kluwer (Austin, TX)
- …place here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)** **What We Offer: ** The Associate Director, Technology Sales Support role offers growth potential ... and amazing benefits. **What You'll be Doing:** As the ** Associate ** **Director, CPM Presales** , you will lead a...team, and directly engaging with prospects to understand their financial and operational needs. Your deep understanding of CPM… more
- Humana (Austin, TX)
- …Humana's Insurance IT organization is seeking an experienced and strategic Associate Director, Technology Solutions to lead technology efforts within the Enrollment ... strategic direction and tactical execution. Experience in Enrollment systems, Humana financial processes, and enterprise data management is highly preferred. The … more
- Stryker (Plano, TX)
- **Trauma Sales Associate ** About the Role As a Trauma Sales Associate , you will work with a high degree of intensity and commitment to support sales of Stryker ... culture that delivers industry-leading results. You will receive best-in-class formal training on our Trauma product portfolio and sales methodology. This includes… more
- City National Bank (Houston, TX)
- *PORTFOLIO MANAGER ASSOCIATE * WHAT IS THE OPPORTUNITY? Implement proprietary strategies and asset allocation for City National Rochdale Financial Advisors and ... * Manage the workflow and development of teammates: - Training of systems and procedures - Foster growth of...stand in as the PM - team, client, and advisor facing; mindset of serving clients and advisors *… more
- Google (Austin, TX)
- …other relevant advanced degree. + Experience leveraging investigative skills (eg financial modeling, Google Sheets, SQL, Looker, etc.) to solve problems, influence ... business in a way. As a Strategy and Operations Associate for Small and Medium Businesses (SMB), you will...factors, including job-related skills, experience, and relevant education or training . Your recruiter can share more about the specific… more
- ADP (Houston, TX)
- …(HRO).** + **_Are you ready for your next best job where you can elevate your financial future?_** + **_Are you looking to grow your career with a formal career path ... business within a defined territory. You'll attend our award-winning training program and join a sales team that works...+ **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more