- Matter Family Office (Dallas, TX)
- …in an energetic, collaborative, supportive environment. Our culture blends accountability and trust with optimism and fun. We lead with integrity, approach our work ... You'll be ensuring the successful execution of each assigned client 's work plan through a combination of coordinating with...accounts and cash positions + Researching and responding to client requests or questions + Managing and coaching junior… more
- H&R Block (Abilene, TX)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. It...to building a Connected Culture - one in which trust , care, and connections are how we work together… more
- H&R Block (Mesquite, TX)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining...to building a Connected Culture - one in which trust , care, and connections are how we work together… more
- Columbia Bank (Dallas, TX)
- …bank partners for wealth management and implementation strategies to include investments, trust , financial planning, and other wealth services. + May be asked to ... emphasizing risk-adjusted pricing and performance monitoring. Manage and review client relationships on an ongoing basis, including loan origination, portfolio… more
- Charles Schwab (The Woodlands, TX)
- …Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. ... Sr. Financial Consultant(s) + Ability to uncover and meet client needs and effectively manage client expectations...through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to… more
- NTT America, Inc. (Austin, TX)
- …deep networking knowledge (routing/switching, SD-WAN, LAN/WLAN, firewalls, AI-ready, SASE, Zero Trust , etc.) to guide solution decisions. + Act as the technical ... development and distribution of market-facing content and materials. + Creates client marketing/reference content such as datasheets, case studies, videos and… more
- Fox Rothschild LLP (Dallas, TX)
- …execute the firm's data analytics roadmap, aligning with strategic business objectives and client service standards. + Lead, mentor and grow a team of data analysts ... of the Firm + Surface and support concepts for client -facing solutions that could be productized for the Firm...to build and maintain strong relationships and gain the trust of the attorneys and administrative staff. + Competence… more
- Acosta Group (Dallas, TX)
- …Managers with key clients. **RESPONSIBILITIES** + Supports Business Partners with key client tactical communication. + Supports Business Partners with key clients as ... Under the direction of the Business Manager provides for tactical and strategic client communications for smaller clients. + Under the direction of the Business… more
- Grant Thornton (Dallas, TX)
- …across our private equity teams, with a focus on strategic client engagement, portfolio company interaction, and deal execution excellence. Your Day-to-Day ... Managers, Directors, and senior leaders on best practices in client and stakeholder engagement. + Develop onboarding programs for...we believe in making business more personal and building trust into every result - for our clients and… more
- Grant Thornton (Dallas, TX)
- …creation of innovative, value-driven sales enablement content that empowers our client -facing teams to effectively communicate our firm's expertise in tax, audit, ... Qualification Director to develop targeted content that addresses specific client pain points throughout the buyer's journey + Maintaining...we believe in making business more personal and building trust into every result - for our clients and… more