- Citigroup (San Antonio, TX)
- The Wealth Services Resource Specialist is a subject matter expert on investment and banking procedures and processes. The Wealth Services ... focus on effective issue resolution for our clients. The Wealth Services Resource Specialist...requests promptly and achieve excellent internal and external customer service + Documents, tracks, and monitors items escalated to… more
- Truist (Fort Worth, TX)
- …and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high net worth individuals. Following is a ... relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based,… more
- Wells Fargo (Austin, TX)
- …families based on needs related to banking, custom lending, and trust services . These bank specialists leverage resources , valuable research, relationships, ... needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services , including: * Personal trust services . * Estate … more
- S&P Global (Dallas, TX)
- …mechanics. **Responsibilities and Impact:** **The Impact:** S&P Global is seeking a motivated Specialist for Agent Services to work within the team administering ... Level (for internal use):** 08 **The Team:** The Agent Services team is a Syndicated Loans Agency operations team...for your time on. + Continuous Learning: Access a wealth of resources to grow your career… more
- Lincoln Financial (Houston, TX)
- …#:** 74592 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and maintain a business plan, ... initiatives, aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing** + Develop deep understanding… more
- Comerica (Dallas, TX)
- …and help ensure the bank maintains high level examination ratings. The CRA Specialist II assists the Specialist III with compliance reviews and support ... designations and updates for appropriate files and stakeholders. + Assist Specialist III in tracking deliverable dates, procedure reviews, Business Continuity Plan,… more
- RELX INC (Houston, TX)
- …About the Business At ICIS, our mission is to optimize the world's resources . We help companies make strategic, sustainable decisions by bringing transparency to ... office. We are looking for a Chemical Commodities Market Specialist to join our Content team in the Americas....in your field which can open doors to a wealth of diverse opportunities within ICIS and across the… more
- DriveTime (Dallas, TX)
- …and protecting your vehicle. **That's Nice, But What's the Job?** As an IT Support Specialist II, you will be a key part of our Enterprise Service Desk ... to employees across the DriveTime family of companies. The Service Desk is the face of IT, ensuring end...timely manner to prevent downtime. As an IT Support Specialist II, you would be the primary escalation point… more
- HUB International (Dallas, TX)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services . With over 18,000 employees in ... We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local… more
- Cherry Bekaert (Austin, TX)
- **Description** Cherry Bekaert's Strategic Financing Services Practice (SFS) is seeking an Application Writer and Community Engagement Specialist with a ... and deployment, and tax credit compliance and asset management services . The Application Writer will manage the process for...and a commitment to colleagues' success + Big firm resources and bench strength; small firm flexibility and openness… more
- DriveTime (Fort Worth, TX)
- …your vehicle. **That's Nice, But What's the Job?** In short, as the Training Specialist you will lead the delivery of and be responsible for the success of ... Development department for Bridgecrest-specific training initiatives. **In long, our Training Specialist is responsible for:** + Facilitating multiple sessions on a… more
- S&P Global (Dallas, TX)
- …motivated Senior Operations Specialist to lead a team within the Agent Services administering the lending portfolios for our client base. The individual will be ... Level (for internal use):** 09 **The Team:** The Agent Services team performs as a Syndicated Loans Agency operations...for your time on. + Continuous Learning: Access a wealth of resources to grow your career… more
- S&P Global (Dallas, TX)
- …time 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. + ... **The Team:** _The S&P Global Managed Corporate Actions (MCA) service is a best-in-class centralized source of validated corporate...cost of ownership through the provision of shared industry services for buy side and sell side firms, central… more
- S&P Global (Dallas, TX)
- …time 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. + ... internal use):** 10 **About the Role:** **The Team:** The WSO Client Support Services (CSS) team operates as a critical liaison between clients and internal product… more
- Customs and Border Protection (El Paso, TX)
- …administrative support areas which include budget, logistics and procurement, human resources , and records and files management. Using various software packages such ... space utilization programs. Providing assistance to higher graded Mission Support Specialist with various workforce management procedures. GS Salary: Visit this link… more
- Citigroup (Houston, TX)
- …on new business opportunities with existing clients + Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects ... thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value to… more
- Comerica (Dallas, TX)
- …to Credible Challenge. Regulatory Compliance In collaboration with the CRA Testing Specialist III, makes recommendations as a resource and subject matter ... partners, legal, compliance, and other key stakeholders. Assist CRA Testing Specialist III with peer reviews, validations, draft report editing, exit meetings… more
- Citigroup (Irving, TX)
- …consumer banking and credit, corporate and investment banking, securities brokerage, transaction services , and wealth management. As a bank with a brain ... the foundations of everything we do from keeping the bank safe, managing global resources , and providing the technical tools our workers need to be successful to… more
- Truist (Bryan, TX)
- …of retail solutions including banking, mortgage, planning, investments, and insurance services . Leverage the Truist referral network to generate client acquisition ... of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and...range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should… more
- Comerica (Dallas, TX)
- …control manager is responsible for overseeing a team of quality assurance analysts and specialist who are focused on first line know your customer (KYC) and know ... p Conduct regular qualitative audits of account opening, TM implementations, and service functions to rectify discrepancies. Provide guidance and support to account… more