NewPrivate Client Relationship Manager First Horizon BankPrivate Client Relationship ManagerHouston, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The PCRM delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon's commitment to excellence in client service.
Associate, Tax Business Enablement Team KPMGAssociate, Tax Business Enablement TeamHouston, TXResponsibilities: Provide strategic support for a group of partners and/or managing directors (PMDs) serving as a trusted business advisor and single point of contact for management and coordination of all business support and engagement management; this includes, but is not limited to, leveraging and supervising the work of offshore resources and collaborating with other internal teams to efficiently and effectively manage opportunities, engagement setup, billing and collections, and engagement closeout, analyzing data, solving problems, handling communication and stakeholder interactions with discretion, and proactively addressing issues to ensure the smooth operation of engagements and realize business goals. Develop networks and maintain strong relationships with internal stakeholders and external clients, leveraging connections to drive engagement success; this could include interacting directly with clients to request data, clarify information, deliver invoices, or address questions regarding payments or schedules.
NewFHNF FINANCIAL SALES ASSOCIATE - DEPOSITORY INSTITUTIONS First Horizon BankFHNF FINANCIAL SALES ASSOCIATE - DEPOSITORY INSTITUTIONSHouston, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Associate Medical Director | Houston, TX | Making over $350,000 OptigyAssociate Medical Director | Houston, TX | Making over $350,000Houston, TXTo support continued growth, our client is seeking high-caliber primary care physicians and clinical leaders who are motivated by purpose, professional development, and the opportunity to make a meaningful impact in the lives of patients and communities. Our client is a physician-led, mission-driven primary care organization dedicated to transforming healthcare for seniors through high-quality, value-based care.
Architectural Project Associate JobotArchitectural Project AssociateHouston, TX$55,000–$65,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.
Family Law Associate JobotFamily Law AssociateHouston, TX$100,000–$145,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Over the years, we’ve built a strong reputation for delivering strategic, results-driven representation across complex family law matters—from high net worth divorce and custody disputes to probate, employment-related issues, and litigation.
NewAssociate Attorney JobotAssociate AttorneyHouston, TX$125,000–$165,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our attorneys advise appraisal districts on property tax matters and represent them in litigation involving valuation disputes, exemptions, special appraisal designations, arbitration proceedings, and other complex property tax issues.
NewAssociate Attorney - Insurance Defense JobotAssociate Attorney - Insurance DefensePiney Point, TX$110,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. When you have a legal problem and want advice, you want to know you have a team that can take you to a final resolution whether that is negotiating pre-trial settlement, trying your case or defending your judgment on appeal.
Litigation Associate Attorney (1+ Yrs Exp) JobotLitigation Associate Attorney (1+ Yrs Exp)Houston, TXRemote$115,000–$165,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team values collaboration, autonomy, and high-quality advocacy, and we offer a supportive environment where attorneys can thrive—whether working remotely or alongside colleagues in one of our regional offices.
Associate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesHouston, TX$120,000–$150,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewClient Associate Wells Fargo & CoClient AssociateHOUSTON, TXThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.
Registered Wealth Management Client Associate - Houston Market Bank of America CorpRegistered Wealth Management Client Associate - Houston MarketHouston, TXHas experience working with clients quickly fulfilling their needs delivering complex solutions and providing an excellent client experienceIs comfortable operating in a fast-paced environment with changing and evolving responsibilitiesIs detail orientedDemonstrates a commitment to continuous learning and professional growthExhibits sound judgment and discretion when handling sensitive informationStrong computer application skills including proficiency with Microsoft Word Excel PowerPoint and SalesforceDemonstrates professional verbal and written communication skills. Identifies deepens and maintains client relationships through emphasizing the banks offerings and promoting incorporation of banking into day-to-day practices while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases while leading with a client first mindset.
NewRegistered Private Wealth Client Associate Bank of AmericaRegistered Private Wealth Client AssociateHouston, TexasOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
J.P. Morgan Advisors - Senior Client Associate - Houston, TX JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Houston, TXHouston, TXProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Client Service Associate PNC BankClient Service AssociateHouston, TexasProvides exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, demographic update, beneficiary administration, security transfers, credit transactions, and research requests. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewRegistered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateHouston, TXUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
J.P. Morgan Advisors - Senior Client Associate - Houston, TX JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Houston, TXHouston, TXFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Registered Client Service Associate (Houston, TX) Raymond James Financial IncRegistered Client Service Associate (Houston, TX)Houston, TXThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateHouston, TXOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Registered Client Service Associate StifelRegistered Client Service AssociateHouston, TexasFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Client Associate - Commercial Lines IMA Financial GroupClient Associate - Commercial LinesPasadena, TexasIn addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
J.P. Morgan Wealth Management - Private Client Investment Associate -Sugarland, TX JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate -Sugarland, TXSugar Land, TXFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Corporate Client Associate Dream OpportunityCorporate Client AssociateHouston, TX$65,000–$85,000 / yearThis is a high-ownership, fast-paced role where you will work directly alongside the Corporate Client Manager and in close proximity to the CEO to manage and grow the partnerships that fund real access for our students. Event Coordination: Support the end-to-end planning and execution of in-person events inside corporate offices and at trade shows across multiple cities.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateHouston, TXOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Private Wealth Client Associate Bank of America CorpPrivate Wealth Client AssociateHouston, TXOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Wealth Management Client Associate - Houston Market Bank of America CorpWealth Management Client Associate - Houston MarketHouston, TXOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
Brokerage Registered Client Service Associate - Houston, Texas Truist Financial CorpBrokerage Registered Client Service Associate - Houston, TexasHouston, TXGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Client Service Associate Edelman Financial Engines LLCClient Service AssociateSugar Land, TX$54,000–$65,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Wealth Management Client Associate (FP) Bank of AmericaWealth Management Client Associate (FP)Pasadena, TexasThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.
Client Service Associate BOK Financial CorpClient Service AssociateHouston, TXThe Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokerage, financial planning, and investment management. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.
Latin America Private Bank - Senior Client Service Associate JPMorgan Chase & CoLatin America Private Bank - Senior Client Service AssociateHouston, TXThis will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Latin America Private Bank- Client Service Associate (Spanish Speaking) JPMorgan Chase Bank, N.A.Latin America Private Bank- Client Service Associate (Spanish Speaking)Houston, TXFull timeThis will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
U.S. Private Bank - Client Service Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Client Service AssociateHouston, TXFull timeYour role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
NewWealth Advisor Associate: Client Service & Planning Kestra FinancialWealth Advisor Associate: Client Service & PlanningCypress, TXKestra Financial in Cypress, Texas, is seeking an Associate/Service Wealth Advisor to support client relationship management and financial planning. Candidates should have a bachelor's degree in finance or a related field and at least 3 years of experience in the financial services industry.
NewSenior Audit Associate (Client Service) Doeren Mayhew CPAs and AdvisorsSenior Audit Associate (Client Service)Houston, TXThe role serves as a trusted advisor to clients, exercises professional judgment on accounting and assurance matters, supports engagement quality and profitability objectives, and contributes to employee development through coaching, mentoring, and leadership. Plan and manage smaller engagements or sections of the audit; ensuring that projects are at or below budget (i.e. communicating with associates on scheduling issues or delays, mitigating excessive billable hours posted to WIP.
Client Service Associate The PNC Financial Services Group IncClient Service AssociateHouston, TXProvides exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, demographic update, beneficiary administration, security transfers, credit transactions, and research requests. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Latin America Private Bank - Senior Client Service Associate JPMorgan Chase Bank, N.A.Latin America Private Bank - Senior Client Service AssociateHouston, TXFull timeThis will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Latin America Private Bank- Senior Client Service Associate (Portuguese speaking) JPMorgan Chase Bank, N.A.Latin America Private Bank- Senior Client Service Associate (Portuguese speaking)Houston, TXFull timeThis will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Senior Associate- Client Accounting Services, Real Estate Baker Tilly Virchow KrauseLLPSenior Associate- Client Accounting Services, Real EstateHouston, TXBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate, Client Accounting Services - Family Office Baker Tilly Virchow KrauseLLPSenior Associate, Client Accounting Services - Family OfficeHouston, TXBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. What you will do: Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers.
Senior Client Service Associate Westwood Holdings Group, Inc.Senior Client Service AssociateHouston, TXExperience with High Net-Worth and/or Ultra High Net-Worth families and experience with trust administration strongly preferred.10+ years of experience as an advisor to UHNW families including holistic wealth planning & coordination across financial planning, investment strategy, risk management, estate and tax planning, and facilitating family meetings and communication. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, The Westwood Funds family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles.
LW - Client Service Associate Manager Huntington Bancshares IncLW - Client Service Associate ManagerHouston, TXSummary: Responsible for managing the firm's Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments. Design Client Service team career path, working to train and recruit team members to ensure the team has a strong veteran presence, depth, succession and sufficient back-up.
NewSenior Tax Associate: Lead Returns & Client Advisory RSM US LLPSenior Tax Associate: Lead Returns & Client AdvisoryHouston, TXRSM US LLP in Houston, Texas is seeking a Tax Consultant to prepare complex tax returns and handle client interactions. The ideal candidate will have a BA/BS degree in Accounting, be eligible for the CPA exam, and possess a minimum of 2 years of experience in public accounting.
Client Services Associate HellosunshinetravelsClient Services AssociateHouston, TXRemoteIn addition to supporting existing clients, the Client Services Associate will play an active role in developing new client relationships and contributing to the continued growth of the business through professional networking, referrals, social media engagement, and exceptional customer service. Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service.
Brokerage Registered Client Service Associate - Houston, Texas Truist BankBrokerage Registered Client Service Associate - Houston, TexasHouston, TexasGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
Client Reservations Associate Amazing GetawaysClient Reservations AssociateHouston, TexasRemoteThis opportunity is an ideal fit for candidates who are able to multitask, are organized, communicate clearly and effectively, and are comfortable working independently in a remote setting while staying connected with a collaborative team. In this role, you will coordinate client reservations and related arrangements such as lodging, activities, transportation, and event-related services.
Principal Associate, Process Manager - Client Engagement & Issue Resolution Capital OnePrincipal Associate, Process Manager - Client Engagement & Issue ResolutionHouston, TexasExperience utilizing ServiceNow, GRC applications, or similar enterprise workflow/risk tools, and constructing quantified business business cases (including ROl/financial impact) or performing root-cause analysis. This includes rigorous project management of remediation activities, active stakeholder management, adhering to strict timelines, identifying and removing blockers, and ensuring the overall success of the project.
Client Service Associate (Houston, TX) Raymond James Financial IncClient Service Associate (Houston, TX)Houston, TXThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
NewPractice Development Associate: Drive Client Meetings & Growth CO-US DuCharme, McMillen & AssociatesPractice Development Associate: Drive Client Meetings & GrowthHouston, TXThis role requires excellent communication and organizational skills, with responsibilities including scheduling meetings, understanding client needs, and collaborating with various teams to achieve sales objectives. CO-US DuCharme, McMillen & Associates Inc is seeking an Associate in Practice Development to enhance client engagement and drive new business.
NewClient Experience Associate SAFE Act, AVP - Houston, Texas Citigroup IncClient Experience Associate SAFE Act, AVP - Houston, TexasHouston, TXThey ensure a seamless and differentiated experience in partnership with sales teams and integrate subject matter and industry expertise, requiring a thorough understanding of how different areas coordinate to achieve overall business objectives. Demonstrates subject matter and industry expertise, and an ability to break down information systematically and influences decisions through advice, counsel, and facilitation, directly affecting team performance and supports the training and development of peers.