- Bank of America (Austin, TX)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Coinbase (Austin, TX)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... power of crypto and blockchain technology to update the financial system. We want someone who is eager to...Consumer CX operations, including Core, Social, and Specialty Operations support . This leader will be responsible for delivering the… more
- Bank of America (San Antonio, TX)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Sharp Electronics Corporation (Dallas, TX)
- …(medical, dental, vision). + 401k retirement plan with a competitive match and plenty of financial support tools. + Employee Assistance Plan to care for you and ... Executive, State & Local Gov't** serves as a trusted advisor and partner within the State and Local Marketplace....your family's mental and behavioral health, balance, and support . Financial protection for you and your… more
- BMO Financial Group (TX)
- …and deliverables. + Provides strategic input into business decisions as a trusted advisor . + Understands and can explain to others the core processes, risks and ... into solutions and makes recommendations. + Provides advice, counsel and support on information security matters and recommends solutions to assigned business/group… more
- PNC (Farmers Branch, TX)
- …align with the organization's strategic objectives. * Serves as a "trusted advisor " and partner. * Interface with executive stakeholders to articulate business ... Experience on large strategic transformation programs * Experience working in financial services organizations, preferably in a vendor hosted application ecosystem.… more
- CBRE (Austin, TX)
- …of Projects supports and manages all client relationships, acting as a trusted advisor and to grow the business relationship and projects offering within Data Centre ... people strategy. * Development of projects in line with financial plans for revenue and profit delivery. * Manage...of the project's business with effective teamwork and the support of colleagues. * Ensuring a customer focus within… more
- CBRE (Houston, TX)
- …Project Manager supports and manages all client relationships, acting as a trusted advisor and to grow the business relationship and projects offering within Data ... people strategy. * Development of projects in line with financial plans for revenue and profit delivery. * Manage...of the project's business with effective teamwork and the support of colleagues. * Ensuring a customer focus within… more
- Lumen (Austin, TX)
- …role in supporting the commercial business. This position will be a trusted advisor to business leaders and finance teams to ensure consistency, structure, and ... exciting opportunity to guide key decision making by providing financial insights into the consolidated performance of the Enterprise...Analysis to Ensure Long Term Profitable Growth: Lead and support ad hoc projects to analyze end to end… more
- Bank of America (Dallas, TX)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more