- Alight (TX)
- …and financially secure workforce by unifying the benefits ecosystem across health, wealth , wellbeing, absence management and navigation. With a comprehensive ... Alight. Learn more at careers.alight.com **About the Role** The Health Navigation Claims Specialist position exists to work on behalf of our customers to resolve… more
- Truist (Houston, TX)
- …specific efforts to serve the retail banking needs of our clients' owners/ management /teammates (eg Private Wealth Management , Truist@Work Financial Wellness, ... offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective Government Contracting… 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, ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- Bank of America (Houston, TX)
- …mentor **Required Qualifications:** * 5 plus years of commercial credit and/or wealth management credit experience * Experience reviewing financing requests and ... experience * Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits...Relationship Building * Active Listening * Business Acumen * Client Management * Customer and Client… more
- Citigroup (Dallas, TX)
- …understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients ... strategies in a way that is easily understood **Relationship Management ** + Serve as the client 's advocate...on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships… more
- Truist (Dallas, TX)
- …Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor ... Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, mortgage, planning, investments, and… more
- Truist (Houston, TX)
- …Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management ) via a cash flow management /working capital ... line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives… more
- S&P Global (Dallas, TX)
- …Services team is seeking an experienced and motivated Analyst to facilitate daily management of client coverage and deliverables. The individual will be ... responsible for managing client inquiries and client support related to...to assist new clients. We are looking for a specialist to join a collaborative and diverse team. This… more
- Kiewit (Westlake, TX)
- …innovative concepts, and best practices for all projects that we support. Kiewit's management and implementation of this process leads to safe, cost effective, and ... innovative designs that exceeds client expectations and furthers Kiewit's legacy of excellence. On...millions across North America. With top-notch health benefits, a wealth -building 401k plan, and unbeatable growth opportunities, by joining… more