- Wells Fargo (Rowlett, TX)
- …complement of clients serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees who are not fully ... banking, credit and investment financial solutions and services + Identify client needs and goals for business, mortgage, retirement, and investment services,… more
- S&P Global (Dallas, TX)
- …The Agent Services team is a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. ... within the team administering the lending portfolios for our client base. The individual will be responsible for the...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- S&P Global (Dallas, TX)
- …business stakeholders and the Enterprise Data Organization, bridging the gap between client needs and data execution. We focus on delivering high-quality, purpose ... off helps keep you energized for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. + Invest in… more
- Truist (Houston, TX)
- …**Please review the following job description:** Responsible for providing client relationship management and investment banking services including strategic ... solutions product suite as well as floating rate and F/X, private wealth , insurance and other services. Senior investment banking professionals are also expected… more
- Bank of America (Houston, TX)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Houston/International-Supervision-Manager\_25042809) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- Scotiabank (Houston, TX)
- …in the business system of record and conducting monthly billing for each client . The role ensures all activities conducted are in compliance with governing ... with proven ability to meet and exceed set goals and deadlines + Minimum associate 's degree ideally in accounting with work experience or related field in business… more
- Columbia Bank (Dallas, TX)
- …to deliver integrated financial solutions. Engage with bank partners for wealth management and implementation strategies to include investments, trust, financial ... planning, and other wealth services. + May be asked to coach, mentor,...emphasizing risk-adjusted pricing and performance monitoring. Manage and review client relationships on an ongoing basis, including loan origination,… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- Nuveen Investments (Dallas, TX)
- …role is responsible for asset growth, applicable plan advice, referrals, voice of the client surveys and other goals ensuring a good client experience. In ... partners and clients to help identify product and investment needs. + Determine where client has a need and create or manage associated opportunity to a won or… more
- WTW (Houston, TX)
- …engagements in a way that ensures profitable revenue for Willis Towers Watson, associate engagement and development and high client satisfaction + Think ... practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas… more