- Wells Fargo (Austin, TX)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... via telephone, direct interaction and/or written correspondence + Facilitate FA and client requests for account related information and/or quotes + Schedule and… 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… more
- JPMorgan Chase (Plano, TX)
- …and sales to tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Client Consulting, you ... comprehensive product solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical design and… more
- JPMorgan Chase (Plano, TX)
- …with 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 ... Sales partners, and Bankers located in the United States and across the globe. Client Service Senior Associates are a trusted member of the client 's team and… more
- Neuberger Berman (TX)
- …selling institutional investment management services by calling directly on Southwest client segments, including Public Corporate Plans, Endowments & Foundations and ... with the rest of the institutional business development, relationship management, client service and consultant relations professionals in the US. **Key… more
- WTW (Dallas, TX)
- **Description** As a Senior Associate , you will be the primary point of contact for your clients, building strong relationships and understanding their ... collaborating with internal teams to deliver tailored solutions. You'll also monitor client success metrics, share insights with product and research teams, and stay… 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 ... + Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Raymond James Financial, Inc. (TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows...Follows up, either verbally or in writing, to ensure client satisfaction. * Responds to incoming inquiries related to… more
- Ensono (Houston, TX)
- Mainframe New Client Senior Solution Architect, Pre SalesRemote - United StatesJR011737 At Ensono, our **Purpose is to be a relentless ally, disrupting the ... Reliability, Collaboration, Curiosity, Passion **Position Summary** As the Mainframe New Client Senior Solution Architect, Pre-Sales, you will leverage knowledge… more
- HUB International (Dallas, TX)
- …with the best and most competent professional team. **Job purpose:** The purpose of the senior tax associate is to work directly with the tax team and wealth ... partnership, private foundation and gift tax returns. The successful senior tax associate will be a tax...results + Attend and participate in learning opportunities through client meetings, associate meetings and internal resources… more
- WTW (Austin, TX)
- **Description** In this challenging role as a Pension Outsourcing Benefits Senior Associate , you will contribute as part of a team to the entire range of ... expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation… more
- Grant Thornton (Dallas, TX)
- As a Process Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business ... processes, IT systems, service providers and controls. + Actively participate in client engagements from start to completion, which includes planning, executing, and… more
- Grant Thornton (Dallas, TX)
- As the Strategic Assurance and SOC Services Senior Associate , you'll be responsible for delivering a full range of attest services to our clients, as well as all ... the development and supervision of assigned staff and assisting in client management and related practice development activities. Your day-to-day may include:… more
- Grant Thornton (Dallas, TX)
- As the Private Wealth Services Tax Senior Associate , you'll perform compliance services for complex tax returns and provide income, estate, and gift tax planning ... and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From...and resources to thrive in your role to meet client needs, deliver high-value solutions, and help you achieve… more
- WTW (Houston, TX)
- **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of ... voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to...leaders in the industry. + Develops knowledge of varying client complexity by working across different client … more
- Grant Thornton (Dallas, TX)
- As the Corporate Tax Senior Associate , you'll be a member of our corporate tax practice and work on business income tax planning, corporate compliance, and ASC ... Family generally has the primary tax relationship with the client , and you will help with the engagement management...Tax Office (WNTO), to support all areas of the client 's tax functions, because together is how we succeed.… more
- WTW (Austin, TX)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... Vertical Divisions (IVD) or Geographical Divisions. + Tech, Media and Telecommunications The Associate Client Advocate (ACA) owns client service activities… more
- Grant Thornton (Houston, TX)
- As a Data Analytics Senior Associate , you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full ... data blending and optimization of data extracts + Manage client expectations concerning project deliverables and deadlines and lead...of our full solution + Team with partners and senior managers on proposals and business development calls +… more
- Grant Thornton (Dallas, TX)
- POSITION SUMMARY Audit Senior Associate : Work with private and public companies to first understand their businesses and the risks they face, focusing efforts ... to the highest degree of professional standards and strict client confidentiality. + Run client engagements from...standards and strict client confidentiality. + Run client engagements from start to finish, which includes planning,… more
- Wells Fargo (Austin, TX)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate Working at Wells Fargo | Jobs and Careers at ... fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring client accounts are managed in… more