- Bank of America (Dallas, TX)
- Wealth Management Specialist - NR Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of...a difference. Join us! The **Elite Growth Practice (EGP) Wealth Management Specialist ** role is… more
- Truist (Dallas, TX)
- … in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to Investment Managers and help ... coordinate with other members of the Wealth team (Advisors, Planners, etc.) to provide a high...+ 7+ years in the role as an Investment Support Specialist /Fiduciary Support Specialist… more
- Truist (Dallas, TX)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... various specialists and IRM partners who are designated to support client service and business development efforts (eg credit,...needed + Five plus years of sales and client management experience in Wealth Management … more
- Truist (Dallas, TX)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial planning-related client ... in onboarding new teammates and training 2. Lead with special projects for Wealth Region Support Leader/Fiduciary Group Support Leader 3. Contribute… more
- Citizenship and Immigration Services (Dallas, TX)
- …located in the Office of Field Operations, DISTRICT 33. As an Supervisory Operations Support Specialist , you will oversee Operations Support Specialists who ... advice on at least one of the following mission support programs: Human resources management or budget...Corps, VISTA volunteers, and persons with disabilities possess a wealth of unique talents, experiences, and competencies that can… more
- Alight (Lewisville, TX)
- **Alight is Looking for a Production Specialist - Digital Print and/or Automated Assembly focused.** **Our story** At Alight, we believe a company's success starts ... very generous vacation, wellness, and holiday paid time off.** As a Production Specialist , you will perform various tasks and duties in the facility. Initially you… more
- Citizenship and Immigration Services (Dallas, TX)
- …Operations, District 33, Dallas TX Field Office. As an Supervisory Records Management Specialist , you will provide technical and administrative supervision to ... training on managing immigration records. Coordinate direction of the Records Management Program; collaborate with District, Region, Headquarters, and Field Offices… more
- KPMG (Dallas, TX)
- …of post-production clients including enhancement and optimization initiatives, break/fix support , release management , new feature deployments, process ... **Business Title:** Oracle HCM Functional, Senior Specialist **Requisition Number:** 112041 - 87 **Function:** Advisory...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Richardson, TX)
- …(https://advisory.kpmg.us/) practice. Responsibilities: + Lead optimization initiatives, break/fix support , release management , new feature deployments, process ... **Business Title:** Oracle EPM Functional, Senior Specialist **Requisition Number:** 112042 - 91 **Function:** Advisory...+ Understanding of ITIL framework, ITSM and service desk management . + Ability to support multiple clients… more
- HUB International (Dallas, TX)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. HUB has more than 500 offices ... **Position Summary:** The Billing Specialist is responsible to complete agency bill invoicing...help you reach your goals through risk services, claims management , and compliance support . And this gives… more
- Matter Family Office (Dallas, TX)
- …through strategies that foster communication, planning, and intentional decision-making around wealth , Matter helps the families we serve continue to thrive for ... Denver, and Dallas. Job Description As a Bill Pay Specialist , you are a top-notch process manager. You work...basic accounting principles + Familiar with CRM, and data storage/ management tools preferred + Ability to quickly understand and… more
- CH Robinson (Plano, TX)
- …Are you looking for a role that will give you an opportunity to learn account management , sales, and operations, and jump start your career with an eye to the next ... grow your best self here as a **Customer Account Specialist ** . Here's what your day-to-day will look like....while growing your skills in operations, sales, and account management . As for the future, this role has multiple… more
- HUB International (Dallas, TX)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 ... for a motivated individual to join our Retirement Plan Specialist ("RPS") Team. The RPS role acts as a...help you reach your goals through risk services, claims management , and compliance support . And this gives… more
- S&P Global (Dallas, TX)
- …Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. Acting as an agent is a varied and ... Impact:** **The Impact:** S&P Global is seeking a motivated Specialist for Agent Services to work within the team...lines to drive continued progress of the regions to support the global operating model and local client base.… more
- DriveTime (Dallas, TX)
- …across the family of brands and cross functional teams to develop and support best-in-class industry risk solutions in a manner that supports innovation and protects ... for the Auto Servicing organization. **In long, our Control Specialist is responsible for:** + Understand the applicability of...and competence for a wide variety of audiences including management . **A mind for the details.** Okay we know… more
- S&P Global (Dallas, TX)
- …coverage, quality, and service across several pricing products. The team provides support for pricing millions of instruments a day (internally and externally) while ... Products, CDS, Loans, and Corporate Bonds preferred), and data management interests and experience. We are looking for a...for a highly motivated and detail-oriented self-starter to help support the needs of our Americas client base and… more
- DriveTime (Dallas, TX)
- …with GoFi as seamless as possible. **That's Nice, But What's the Job?** + Support operational work streams and tasks within the Auto Finance Originations and Funding ... and competence for a wide variety of audiences including management . + Passionate and goal-oriented. We are looking for...degree preferred. + 1-3 years' experience working in Operations Support or Financial Services. + Knowledge of auto finance.… more
- S&P Global (Dallas, TX)
- …you will be exposed to it all. You will be part of a specialist team responsible for guiding and supporting the technology functions to deliver critical strategic ... with major incidents as and when they occur demonstrating your incident management skills and divisional knowledge. **Responsibilities and Impact:** Within the S&P… more