- Charles Schwab (Westlake, TX)
- …us "challenge the status quo" and transform the finance industry together. As a Senior Client Relationship Specialist, you will have the opportunity to bring ... this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom...whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core… more
- Deloitte (Dallas, TX)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews ... to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with… more
- Grant Thornton (Dallas, TX)
- As the Private Wealth Services Tax Senior Associate, you'll perform compliance services for complex tax returns and provide income, estate, and gift tax ... support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make...and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From… more
- Bank of America (Dallas, TX)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product ... Sr . Relationship Manager, Global Commercial Banking - Healthcare,...Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing… more
- S&P Global (Dallas, TX)
- …start‑up, growth, mature, and distressed stages globally. **Responsibilities & Impact:** The Private Market Valuation, Senior Associate will deliver a range of ... Associate will use valuation techniques and technology-enabled solutions to fulfil these client commitments. On a day‑to‑day basis, Senior Associate will work… more
- S&P Global (Dallas, TX)
- …growth, mature and distressed spectra across the globe. **Responsibilities & Impact:** Senior Associate, Private Market Valuation will deliver a range of ... leader in the provision of illiquid portfolio pricing valuation services, our Private Market Valuation professionals assist clients in the post-trade valuation of… more
- S&P Global (Dallas, TX)
- **About the Role:** **Grade Level (for internal use):** 09 **The Team:** The Private Markets outreach team supports the outreach needs of the content organization to ... Intelligence clients. The team would provide expertise in datasets, assist with client requests, and would help Product and Commercial teams with their engagements… more
- Citigroup (Houston, TX)
- …of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor… more
- JPMorgan Chase (Dallas, TX)
- 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 ... dedicated wealth management business and the global resources of one...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
- First Horizon Bank (Houston, TX)
- …the office and document processing. **Responsibilities** + Provide Lending Support to Private Client and Commercial Relationship Managers + Review and Fund ... bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client...southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and… more