- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... organized, detail-oriented, and committed to delivering exceptional client service. The Senior Client Service Associate reports directly to the Financial… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... software. + Excel, including developing spreadsheets as needed and for ongoing reporting . + Effective communication across multiple client interactive platforms… more
- Bank of America (Fort Worth, TX)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/GB-GM-AML-Analytics Reporting Client -Quantitative-Analyst-I\_25003246-2) **Job ... GB/GM AML Analytics & Reporting - Client Quantitative Analyst I...actionable, data-driven solutions. + Understanding relational databases containing customer, associate , product, and transaction data. + Turning that data… more
- SitusAMC (Houston, TX)
- …limited management support. Essential Job Functions: + Approve system generated reporting , queries and related client deliverables for compliance, adherence, ... best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a...within the various Agreements. + Prepare and deliver all reporting requirements for assigned portfolios based on the requirements… more
- Affinius Capital (San Antonio, TX)
- …characteristics. For more information, visit affiniuscapital.com. **Job Description** The Senior Associate , Corporate Finance assists with the financial ... Capital invests across the risk spectrum for a global client base, managing over $63 billion in gross assets...accounting and reporting of the company's investment advisor business and related… more
- Grant Thornton (Dallas, TX)
- POSITION SUMMARY Audit Senior Associate : Work with private and public companies to first understand their businesses and the risks they face, focusing efforts ... most. Work with clients to improve their overall financial reporting processes and to help them better understand their...to the highest degree of professional standards and strict client confidentiality. + Run client engagements from… more
- SitusAMC (Houston, TX)
- SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a ... role ensures operational efficiency, documentation and policy integrity, accurate reporting , and timely communication among various stakeholders. Success in this… more
- JPMorgan Chase (Plano, TX)
- …challenging the status quo and striving to be best-in-class. As an Asset Management Senior Associate within the Asset Management team, you will be tasked with ... and property management agents to address emerging risks, ensuring that all reporting is completed accurately and promptly while adhering to investor guidelines and… more
- Affinius Capital (San Antonio, TX)
- …For more information, visit affiniuscapital.com. **Job Description** The Construction Management Associate -or- Senior Associate helps support the ... affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $63 billion in gross assets under management within a… more
- Grant Thornton (Dallas, TX)
- As an Audit Senior Associate , you'll listen to learn about your client 's operations, processes, business objectives, and risks, and apply that knowledge to ... technology to work collaboratively, solve smarter, and improve the client 's overall financial reporting process. From day one, you'll be empowered with access… more