- JPMorgan Chase (Dallas, TX)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a… more
- HUB International (Austin, TX)
- …insurance professionals to better serve our valued clients. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to ... wealth management teams to deliver personal, S-Corporation, partnership, private foundation and gift tax returns and ongoing financial recordkeeping services.… more
- JPMorgan Chase (Plano, TX)
- …Morgan Asset & Wealth Management offers top-tier investment management and private banking solutions, managing $4 trillion in client assets. Asset Management ... provides comprehensive strategies across asset classes, while Wealth Management aids team members, families, and foundations in achieving financial goals. The Credit… more
- S&P Global (Dallas, TX)
- …Team. S&P's WSO (Wall Street Office) provides real-time access to our client 's portfolio and reporting insights for active asset management and deal administration, ... software or a fully outsourced managed service. **Responsibilities and Impact:** The Associate Director will manage a dynamic team, responsible for all client… more
- Grant Thornton (Houston, TX)
- Tax Associate As a Tax Associate at...solution families, State and Local Tax, International Tax, and Private Wealth Service lines. ESSENTIAL DUTIES AND ... Procedures vary depending on the type of engagement and associate experience. Procedures may range from reviewing data input,...out other projects as assigned + Collaboratively working with client team members while building rapport and strong … more
- Scotiabank (Houston, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate , Investment Banking, Energy - Houston, TX **Requisition...drive ambition for every future! **Overview** Responsible for preparing client presentations, financial modeling, and mentoring/supervising Analysts. Progressively take… more
- Scotiabank (Houston, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate , Geology - Energy Investment Banking (Houston) **Requisition...You'll Do** + Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and… more
- Scotiabank (Houston, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate , Investment Banking - Power & Utilities -...as most work is presented to senior executives at client firms and supervision is provided only to the… more
- S&P Global (Dallas, TX)
- …**Grade Level (for internal use):** 07 **The** **Role:** Activity Processing Associate , Asset Services **The Team:** Solutions Operations is the industry leader ... in leveraged loan, private equity and high-yield solutions and provides comprehensive products...Solutions Operations offers flexible and unique solutions tailored to client needs. **The Impact:** The WSO Core Operations team… more
- S&P Global (Dallas, TX)
- …The Agent Services team is a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. ... within the team administering the lending portfolios for our client base. The individual will be responsible for the...managing multiple stakeholders + Having exposure to both the private and broadly syndicated sides of the lending market… more