- Citigroup (Irving, TX)
- …consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a...responsible and in our clients' best interests. As a financial institution that touches every region of the world… more
- EPAM Systems (Austin, TX)
- …excellence, client satisfaction, and multi-year growth + Act as a trusted advisor at the intersection of business, customer, and technology, bringing forward ... value creation in the CPG and retail space + Oversee the financial , contractual, and performance aspects of your accounts, ensuring profitable, sustainable growth… more
- Charles Schwab (Austin, TX)
- …The ** Advisor Services Digital Experience Team** is responsible for the management and optimization of Schwab Advisor Service's digital content websites, ... of marketing experience with a focus on content marketing, development, and content management systems. Financial services experience is a plus. + Deep knowledge… more
- JPMorgan Chase (Houston, TX)
- …hoc requests, and attending client meetings + Serve as a liaison between the Financial Advisor team, branch management , compliance and various other business ... suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients… more
- Raymond James Financial, Inc. (Dallas, TX)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, ... Creates and maintains records and files utilizing Client Relationship Management (CRM) software. * Assists Financial Advisors...* May enter orders at the direction of the Financial Advisor . * Actively engages in available… more
- ADP (El Paso, TX)
- …REQUIRED:** + Over 5 Years, Up to 8 Years of service or relationship management experience in a fast -paced service environment. + Within years of experience, ... satisfaction and retention. Works directly with the client or advisor and internal teams to oversee and bring resolution...value proposition and client experience of the base. + Financial Analysis: Conducts financial analyses of client… more
- Deloitte (Houston, TX)
- …You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. Recruiting ... Lead IPO readiness and execution engagements, including project planning, stakeholder management , and delivery of key milestones. + Strengthen client relationships… more
- PenFed Credit Union (San Antonio, TX)
- …The primary purpose of this job is to learn how to become a trusted advisor to our members and assist with the appropriate decision of mortgage or home equity ... Complete formalized training curriculum focused on digital mortgage platforms, lead management systems, compliance regulations and customer relations management … more
- Oracle (Austin, TX)
- …of the financial results for Oracle's Lines of Business, acting as a trusted advisor to the LOB senior management team **What's needed to be a part of ... America Revenue Controller** When you combine Oracle's **_\#1 ERP financial system_** with its **_Best-in-Class_** Global Controllers Finance Organization (GCO)… more
- Meta (Austin, TX)
- …and all levels across the organization to gather and understand operational and financial information to maximize contract value and reduce risk to the owner. This ... structuring deals, and proven success in working across multiple functions as a trusted advisor .A successful person in the role will manage and optimize a variety of… more