- Charles Schwab (Westlake, TX)
- …the modernization and maintaining the viability of Schwab systems that support account open and maintenance, client onboarding, transfer of assets, new ... Consultants and Independent Investment Advisors to fulfill our purpose of championing every client 's goal with passion and integrity. We inspire client loyalty… more
- Deloitte (Fort Worth, TX)
- …and data management and analytics that help legal departments maximize the strategic value to the organization. You will deliver services for companies that ... Tax LLP in a variety of way, including: + Client Management: Participate in the day-to-day interactions with ...reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize… more
- City National Bank (Houston, TX)
- …High Net Worth or Ultra High Net Market markets * 3 plus years delivering formal client presentations * CFA - Charter Financial Analyst (or in process of CFA) * ... smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and... transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- Deloitte (Austin, TX)
- …on the ground experience with jurisdictions around the world. Bring your expertise and client service skills to Deloitte and click "apply" now! Work you'll do: As a ... documents and management of corporate data. You will be client facing, working with Deloitte Partners, Staff and Associates,...planning, while also positioning tax and legal as a strategic business advisor for the digital era. We specialize… more
- NTT America, Inc. (Plano, TX)
- …25% travel. This role requires a unique blend of deep technical expertise, strategic vision, and the ability to communicate complex solutions effectively. You will ... as an evangelist to drive adoption and educate internal teams including client partners and sales executives, and customers about Snowflakes capabilities. **Job… more
- TEKsystems (Coppell, TX)
- …REQUIRES YOU TO BE IN OFFICE 2 DAYS A WEEK. Description: The Service Desk Analyst has a very wide array of tasks all surrounding in-bound contacts via phone calls, ... remotely as part of a larger team. While the Client will provide a company laptop, there are some...dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program… more