- Affinius Capital (San Antonio, TX)
- …characteristics. For more information, visit affiniuscapital.com. **Job Description** The Senior Associate, Corporate Accounting and Reporting assists with the ... financial accounting and reporting of the company's investment advisor business and related entities. This role will provide strong analytical and accounting support… more
- Wolters Kluwer (Coppell, TX)
- …to provide cutting edge custom software solutions and to act as a technical advisor , both to customers and to in house departments. + Works with customers and ... is a plus. + Experience developing Accounting applications, especially time and billing/ tax /document storage systems, is a plus. _Applicants may be required to… more
- ADP (El Paso, TX)
- …of increasing client satisfaction and retention. Works directly with the client or advisor and internal teams to oversee and bring resolution to complex client ... results with clients, with the goal of increasing client experience, advisor experience, participant experience and client retention. Partners with Sales,… more
- Edward Jones (Mckinney, TX)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...find yourself looking for a fulfilling career** , the Senior Branch Office Administrator (Sr. BOA) role may be… more
- City National Bank (Austin, TX)
- …(CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the development ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a...prospects, and COIs. * Keep abreast of legislative and tax changes. * Enhance existing relationships and reduce attrition… more
- Bank of America (El Paso, TX)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite… more
- Bank of America (Frisco, TX)
- …The **Market Client Relationship Manager (MCRM)** is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management ... The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital… more
- Black Ink Business Services, LLC (Austin, TX)
- …state, and local requirements; advise leadership on necessary actions + Lead annual financial, tax and insurance audits + Support clients through audit and tax ... + Prepare and deliver financial statements to clients and senior management + Track and report financial data, providing...accountants and managers + Serve as a resource and advisor for team members and leadership What You Bring… more
- Toyota (Plano, TX)
- …cross-functional collaboration on Investment and technology spend. Serve as key financial advisor to senior leadership team by enabling informed budget and ... ability to verbally and visually present data, analysis, conclusions and recommendations to senior management in a clear and concise manner. This role will lead… more
- Motion Recruitment Partners (Plano, TX)
- …field. + Proven experience managing **Microsoft Azure** environments at a senior or leadership level. **Strong expertise in:** + **Terraform** and Infrastructure ... continuity. **Leadership & Strategy** + Serve as a **consultative advisor ** to executive stakeholders and Microsoft partners. + Lead...Time Leave + Legal and Identity Protection Plans + Pre- tax Commuter Benefit + 529 College Savings Plan Motion… more