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.
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.
Associate Attorney JobotAssociate AttorneyHouston, TX$120,000–$160,000 / yearOur team is known for thorough preparation, strategic case handling, and strong courtroom capability, with experience ranging from serious injury / wrongful death cases to construction defect, product liability, toxic tort, commercial disputes, subrogation, and insurance-related litigation. 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.
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.
NewSenior Private Client Relationship Manager First Horizon BankSenior Private 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. Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
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.
NewTax Senior Associate, Asset Management KPMGTax Senior Associate, Asset ManagementHouston, TXWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewAssociate, 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.
Travel ER Registered Nurse - $1,559 per week ARMStaffingTravel ER Registered Nurse - $1,559 per weekHouston, TXWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
Travel CVOR RN - Cardiovascular Surgery - $2,168 per week ARMStaffingTravel CVOR RN - Cardiovascular Surgery - $2,168 per weekCypress, TXThis allows us to tailor our services to best suit the staffing needs of our clients, while placing our employees in positions that match their abilities and preferences. We accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff.
NewAssociate Veterinarian Animal Medical Center of the VillageAssociate VeterinarianHouston, TXJoining us means integrating into a diverse metropolitan area while becoming a crucial part of a long-standing, respected local institution dedicated to serving its community. What Your Day-to-Day Looks Like Build Lasting Relationships: Connect with clients and their pets, becoming their trusted partner in a pet's lifelong health.
Registered Client Service Associate Ameriprise Financial IncRegistered Client Service AssociateKingwood, TXThe Registered Client Service Associate utilizes the client relationship model and turnkey tools to assist advisors in servicing clients by gathering and analyzing client data, helping to prepare financial plans, working with clients, and processing transactions, trades for clients, and other practice management tasks, as needed. Provide general administrative duties such as answering the advisors phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Brokerage Registered Client Service Associate - Houston, Texas Truist Financial CorporationBrokerage 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.
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).
NewSenior Registered Client Service Associate Raymond James Financial IncSenior Registered Client Service AssociateHouston, 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. Demonstrates 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.
Client Service Associate Stifel Financial CorpClient 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.
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).
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 StifelClient 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 Service Associate Burnett SpecialistsClient Service AssociateHouston, TXClient Service Associate - Houston Area A boutique wealth management firm located in Houston is seeking a Client Service Associate to join their team. Servicing client accounts- opening up new client accounts, setting up ACH transfers, and managing forms on client accounts.
NewSenior Client Service Associate Selby Jennings LtdSenior Client Service AssociateHouston, TXA leading investment management firm is seeking a Senior Client Service Associate to support client relationship management, investor communications, and day-to-day servicing efforts across institutional and wealth management clients. This is an opportunity to join a well-established investment management platform and play a critical role in delivering an exceptional client experience while supporting long-term relationship growth and retention.
Client Services Associate HellosunshinetravelsClient Services AssociateHouston, TexasRemoteIn 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.
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.
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 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.
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.
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.
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.
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.
Linscomb Wealth - Client Service Associate Manager Huntington Bancshares IncLinscomb Wealth - 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.
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.
Wealth Management Client Service Associate Claire Myers ConsultingWealth Management Client Service AssociateKaty, TexasOur client is a growing financial advisory firm in Katy, TX seeking a Client Service Associate to support Lead Advisors and deliver a high-quality client experience. As a small, collaborative team, this individual will wear multiple hats, ensuring client needs are met with accuracy, responsiveness, and professionalism.
Client Service Associate WWS Woodforest National BankClient Service Associate WWSHouston, TXThe Client Service Associate (CSA) Woodforest Wealth (WW) works under general supervision, using specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to financial advisors and their clients. Resource Champions are available to connect you to comprehensive services including expert banking, wealth planning, ESOP, health & wellness programs, impactful community involvement & financial literacy education.
NewClient Service Associate GallagherClient Service AssociateHouston, TexasFull timeWhether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive.
NewClient Service Associate WWS Woodforest BankClient Service Associate WWSHouston, TXThe Client Service Associate (CSA) Woodforest Wealth (WW) works under general supervision, using specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to financial advisors and their clients. Working Conditions: Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Client Service & Operations Associate WWS FINANCIAL LLCClient Service & Operations AssociateHouston, TX$45,000–$65,000 / yearWe are a boutique, fiduciary wealth management firm serving successful families, business owners, and professionals through multi-generational financial planning strategies integrating investments, insurance, tax planning, and estate planning. You will work alongside our CFP® founder supporting life-changing financial decisions for real clients, part client service, part financial analysis, part operational leadership.
Linscomb Wealth - Client Service Associate Manager Huntington National BankLinscomb Wealth - Client Service Associate ManagerHouston, TexasDesign 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. 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.
Senior Audit Associate (Client Service) Doeren Mayhew & Co., P.CSenior 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 Morgan StanleyClient 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).
Tax Senior Associate - Private Client Services EisnerAmperTax Senior Associate - Private Client ServicesHouston, TXAbout our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Tax Senior Associate - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Associate - Private Client ServicesHouston, TXAbout our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees including 450 partners across the world.
Senior 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.
Senior Associate, Client Accounting Services - Small Business (Sage Intacct) Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Small Business (Sage Intacct)Houston, TexasBaker 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 (CAS) - Not for Profit Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services (CAS) - Not for ProfitHouston, TexasBaker 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, Real Estate Baker Tilly Advisory Group, LPSenior Associate- Client Accounting Services, Real EstateHouston, TexasBaker 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 Advisory Group, LPSenior Associate, Client Accounting Services - Family OfficeHouston, TexasResponsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Responsibility for the full accounting processes, i.e. 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. Baker 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.
Senior Associate - Client Accounting Services, Real Estate Baker Tilly Advisory Group, LPSenior Associate - Client Accounting Services, Real EstateHouston, TexasBaker 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.
Associate, Client Accounting Services - Family Office Baker Tilly Advisory Group, LPAssociate, Client Accounting Services - Family OfficeHouston, TexasWork closely with multiple clients with a variety of accounting and administrative services, including but not limited to:Assisting team members with the full accounting processes, i.e. 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. Baker 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.
Associate, Client Accounting Services (CAS) - Not-for-Profit Baker Tilly Advisory Group, LPAssociate, Client Accounting Services (CAS) - Not-for-ProfitHouston, TexasBaker 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.
Client Experience Associate PNC BankClient Experience AssociateKaty, TexasAccuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs Work Experience . Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.