- First Horizon Bank (TX)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... monitoring, and mitigating risks associated with the Automated Clearing House (ACH) client portfolio at First Horizon Bank. This role supports compliance with… more
- First Horizon Bank (TX)
- …management strategies for new TM products, service enhancements, and client / associate -impacting projects. Plans and organizes communications and information ... clients of upcoming changes. + Manage the assessment, creation, and execution of associate and client training plans, including virtual and in-person sessions,… more
- Bank of America (Dallas, TX)
- …Job Description:** The Alternative Trading and Operations team is a part of Wealth Management Operations. The Alternative Investments Trading and Operations Team ... Transaction Management Ops Team Lead - Alternative Investments Trading...routine supervisory manager approvals + Researches complex operational and client requests, issues, and escalations to identify root cause… more
- First Horizon Bank (Houston, TX)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... Suite 2700, Houston, TX 77046 **SUMMARY** Responsible for Treasury Management sales activities, including the development of new Treasury...and joint calls on clients for cross sell and client retention and prospects as needed. + Build general… more
- Principal Financial Group (Houston, TX)
- …contributor) to design, develop, and maintain software solutions that support wealth management platforms and client -facing applications specifically ... + Design, develop, and maintain software solutions that support wealth management platforms and client -facing...You Are** **We are looking for someone with:** + Associate or bachelor's degree (preference in a computer science,… more
- First Horizon Bank (Plano, TX)
- …needs and "handing off" the processing of these applications to the appropriate associate . ** Client experience** + Research and resolve problems and respond to ... both teller and platform support as needed to keep client wait times to a minimum and to provide...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital… more
- NTT DATA North America (Westlake, TX)
- …our team in West Lake, Texas (US-TX), United States (US). **Job Description:** + Client Data\Inbounds + Proactive data management with a focus on straight ... Client HealthCare Consultant on Requirements Workshop call + Client Testing + Provide project management for...needs + Drive process improvements to improve efficiency, quality, client and associate satisfaction + Uses analytical… more
- Broadridge Financial Solutions (Coppell, TX)
- …or equivalent training and experience + 5+ years of progressive project management experience + Experienced in client implementations/conversions + Possesses ... complex technology projects. This person will be responsible for aligning client requirements with the Broadridge Product, Technology, and Implementation functions… more
- Broadridge Financial Solutions (Houston, TX)
- …to deliver the financial goals for the business Directly managing product management , implementations and client services functions Leading sales, marketing, and ... Manager, Sentry. Broadridge's "Sentry" business refers to its Sentry PM portfolio management technology, a cloud-based solution designed for private debt, loans, and… more
- Broadridge Financial Solutions (Coppell, TX)
- …as well as the associated controllers and pre/post equipment, to work with management to prioritize work requests and ensure work is processed in priority order ... and in accordance with client expectations. You will work with the shift supervisor...+ Ensuring that all equipment problems are reported to management and the appropriate vendor on a timely basis.… more