- Jobleads-US (Plano, TX)
- …group and make recommendations on where and how we can improve associate engagement, enablement, inclusion, etc. Data collection, analysis, reporting, and ... Principal Associate , HR Business Partner - Financial Servicing Are...people leaders through their people processes, strategies and talent management systems. You'll be a key member of our… more
- Revantage Corporate Services (Dallas, TX)
- …of financial data for quarterly reporting - both for internal management , portfolio companies, and Blackstone. This position is based out of Revantage's office ... Prepare the monthly expense allocation file Assist with preparation of financial data for quarterly reporting, management , portfolio companies' and Blackstone… more
- The Millennium Group (Frisco, TX)
- …our 30+ years of success in the industry. Responsibilities: + * Update indicative data as requested by client representatives on behalf of participants and ... several Microsoft Outlook mailboxes in order to expedite the client 's request to update indicative data . Qualifications:...work individually or in a team environment.* Prior database management experience a plus.* Ability to read Spanish is… more
- Neuberger Berman (Dallas, TX)
- …Wealth Advisor team on a regular or ad hoc basis + ** Data Management ** : Maintain accurate and detailed client files, account information, and new business ... **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business....the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support… more
- JPMorgan Chase (Plano, TX)
- …regulatory requirements into opportunities for stronger client partnerships. As a Client Service Associate within the Wholesale KYC Organization (WKO), you ... Driving seamless compliance and elevating client experiences, Client Service Associates in...ensuring timely communication with clients and internal teams. + Data Analysis: Analyze KYC data and trends… more
- JPMorgan Chase (Plano, TX)
- …of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client ... the globe. You are a trusted member of the client 's team and deeply connected to deliver the growth...knowledge of Treasury Services and/or Custom Card products + Data Analytics & Change Management experience +… more
- S&P Global (Dallas, TX)
- …seeking an experienced and motivated associate to facilitate the daily management of client deliverables within the Enterprise Solutions - Compliance ... Services group. The individual will be responsible for managing client inquiries and client support for the...management firms. + Perform routine reconciliation of key data points with trustees. + Generate compliance test results… more
- Grant Thornton (Dallas, TX)
- …remediation plans identified in assessment activities + Proactively interact with key client management to gather information, resolve problems, and make ... As a Cyber Privacy & Data Protection Senior Associate , you will...to the highest degree of professional standards and strict client confidentiality + Ability to manage multiple engagements and… more
- JPMorgan Chase (Plano, TX)
- …harness data science, research, and business expertise to drive client -centric innovation. Utilize your technical skills on projects focused on cost-based ... GenAI applications, crafting impactful solutions for Chase Merchant Services clients. As a Data Analytics Associate on our Merchant Services Cost Insights team,… more
- McKinstry (Dallas, TX)
- ** Associate Principal Engineer - Data Centers**...in the industry with proven team leadership and project management experience + Ten (10) years of data ... sound like you? **The Opportunity with McKinstry** We are currently seeking an ** Associate Mechanical Principal** to join our Data Center Innovations Engineering… more
- Caris Life Sciences (Irving, TX)
- …are the forefront to our billing department, they are responsible for precise data entry, document management and requesting necessary patient medical records to ... facilities, and providers to ensure compliance of healthcare information management documentation **Required Qualifications** + High School degree or equivalent… more
- JPMorgan Chase (Plano, TX)
- …operational efficiency in a dynamic, learning-focused environment. As a Quant Analytics Associate Senior within DART ( Data , Analytics and Reporting Team), you ... business stakeholders to identify impactful projects, influence key decisions with data , and ensure client satisfaction **Required qualifications, capabilities,… more
- JPMorgan Chase (Plano, TX)
- …of market trends and performance on client exposures + Interest in client and senior management interaction with strong verbal and written communication ... your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of...to be best-in-class. As a Counterparty Priority Hedge Funds Associate , you will be a key player in managing… more
- JPMorgan Chase (Plano, TX)
- …for advisors, client associates, and servicing professionals across JP Morgan Wealth Management . As a Senior Product Associate in Wealth Management ... Our Wealth Management Servicing team drives the Authentication and fraud...the Authentication and fraud prevention experience for both our client and employees. We're dedicated to delivering world-class messaging… more
- JPMorgan Chase (Plano, TX)
- …~5,000 advisors located across 3,500 branches and 20 offices. As a Senior Product Associate in Wealth Management Servicing, you contribute to the team by ... **Description** The JP Morgan Wealth Management (USWM) business is focused on helping investors...based on inputs such as web analytics, call center data , client feedback, etc. + Support escalations… more
- Kelly Services (Dallas, TX)
- **Treasury Management Sales Associate ** **Location: Dallas, TX** **Pay Rate: $31.50/hour** **Schedule: Monday-Friday 8AM-5PM** **Contract Type: 6 months, with ... whole lot easier for you. We're seeking a **Treasury Management Sales Associate ** for a to work...related to the implementation. + Identifies, diagnoses, and resolves client issues, engages business partners and communicates with customers,… more
- Equitable (Dallas, TX)
- Wealth Management Associate - Retirement Benefits Group - TX, Dallas (4044) ( 210000YO ) **Primary Location** : UNITED STATES-TX-Dallas **Organization** : ... path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact,...Client Service and Implementation** : Analyze and organize client data , ensure confidentiality, prepare and implement… more
- Grant Thornton (Dallas, TX)
- As a Transaction Management Senior Associate , you'll focus on buy-side and sell-side transaction management engagements, serving dynamic organizations with ... model support + Day 1 planning support + Change management support + Helping to coordinate client ...plus + Creative problem-solving skills, critical thinking, experience with data modeling and/or process mapping + Must have strong… more
- JPMorgan Chase (Plano, TX)
- Bring your expertise to JPMorganChase. As part of Risk Management and Compliance, you are at the center of keeping JPMorganChase strong and resilient. You help the ... our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the...and striving to be best-in-class. CCR is seeking an Associate to join the Counterparty Risk team in Plano,… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX. Job Title: Operations Associate Job Type: ... edit account features such as cashiering requests for a client + Work alongside experienced team members and ask...online portal experience in eMoney + Administrative Duties + Data Entry + Creating electronic files for clients and… more
