- Insight Global (Dallas, TX)
- …on front end development of a platform that provides financial solutions for their private client portfolio. The ideal candidate for this role will be skilled ... frontend interfaces. This role requires working 5 days onsite at our client 's downtown Dallas, TX or Birmingham, UK location. Responsibilities include: * Developing… more
- Cherry Bekaert (Austin, TX)
- …Tax Services (https://www.cbh.com/services/tax/)** team is seeking a **Tax Manager** to support our Private Client Services team in any of our locations. The ... successful candidate will manage the client 's tax compliance needs, anticipate tax and business issues,...working as the main point of contact with the client and will be comfortable in managing workflows, deadlines,… more
- Langan Engineering, Environmental, Surveying and Landscape… (Houston, TX)
- …+ Perform complex hydrologic and hydraulic modeling solutions for various public and private client projects; provide analysis for specific portions of broader ... county and state land use processes and regulations; + Strong client development, client communication, client management abilities, and ability to develop… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- City National Bank (Dallas, TX)
- …leveraged loans is highly desired, along with understanding of high net worth and private client lending and retail loan products. * Thorough knowledge of ... as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). *… more
- Insight Global (Plano, TX)
- …designing and developing enterprise data models in our data warehouse used by our Private Client Group business. Our team extracts data from operational systems ... more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:… more
- Fifth Third Bank, NA (Houston, TX)
- …banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards. Responsible and accountable ... continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels. + Acts as… more
- CBRE (Houston, TX)
- …within the insurance team. Manage insurance compliance reviews for Agency, institutional, private client and high-profile borrowers as required. Manage flood ... insurance renewal documents and invoices from relevant parties. + Utilize CBRE proprietary client systems to review insurance data and run reports. + Assist in… more
- CBRE (Houston, TX)
- …within the insurance team. Manage insurance compliance reviews for Agency, institutional, private client and high-profile borrowers as required. Manage flood ... insurance renewal documents and invoices from relevant parties. + Utilize CBRE proprietary client systems to review insurance data and run reports. + Assist in… more
- Langan Engineering, Environmental, Surveying and Landscape… (Dallas, TX)
- …Responsibilities + Perform hydrologic and hydraulic modeling solutions for various public and private client projects; + Assist with the planning, design and ... permitting of civil engineering, land development and infrastructure projects; + Assist with the preparation and modification of various engineering documents including reports, and design plans, using engineering and design software (AutoCAD, Civil 3D,… more