- JPMorgan Chase (Plano, TX)
- …our team and take your career to the next level! As a Data Analyst - Information Reporting , Client Tax Associate within the Client Tax Operations team, ... you will utilize your expertise in intelligent automation to enhance information reporting support within Client Tax Operations. You will be instrumental in… more
- SitusAMC (Houston, TX)
- …limited management support. Essential Job Functions: + Approve system generated reporting , queries and related client deliverables for compliance, adherence, ... best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a...within the various Agreements. + Prepare and deliver all reporting requirements for assigned portfolios based on the requirements… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... detail-oriented, and committed to delivering exceptional client service. The Senior Client Service Associate reports directly to the Financial Planner and… more
- Raymond James Financial, Inc. (San Antonio, TX)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... prospecting for new clients. + Prepares various business summary reports and client -specific reporting as needed for review by the financial advisor. + Creates… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... software. + Excel, including developing spreadsheets as needed and for ongoing reporting . + Effective communication across multiple client interactive platforms… more
- JPMorgan Chase (Plano, TX)
- …the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve ... located in the United States and across the globe. Client Service Senior Associates are a trusted member of...without direct supervision + Ability to provide quantifiable management reporting & present findings + Project Management & Execution… more
- Raymond James Financial, Inc. (Dallas, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... software. + Excel, including developing spreadsheets as needed and for ongoing reporting . + Effective communication across multiple client interactive platforms… more
- Citigroup (San Antonio, TX)
- The Team Client Services Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 2-5 years relevant… more
- Zions Bancorporation (Dallas, TX)
- …best for our customers, our communities, and our employees. We're looking for a Client Relationship Associate to join our Commercial Real Estate (CRE) team in ... + Open and close accounts. Add/delete signers. Notary duties. + Manage reporting exceptions which include collateral, material, financial and deposit. + Obtain… more
- MUFG (Irving, TX)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...of our recruitment team will provide more details. This Associate Vice President (AVP) role in the Global Financial… more
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