Remote Client Support Associate AO Globe LifeRemote Client Support AssociateHouston, TXRemoteAO Globe Life is seeking experienced professionals to join our fully virtual team, supporting union members and credit union clients nationwide. This opportunity is well-suited for professionals with a background in benefits, financial services, client advising, or consultative roles who are looking for purpose-driven work, flexible scheduling, and long-term career growth in a remote environment.
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.
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.
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.
NewBrokerage 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.
Senior Associate - Client Success Baker Tilly Virchow KrauseLLPSenior Associate - Client SuccessHouston, TX$83,820–$127,120 / yearBaker 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 Retention Associate Alliant GroupClient Retention AssociateHouston, TXYou will participate in client engagement discussions and learn about a wide variety of industries, our various service lines, and business methodologies with the goal of managing current clients and re-engaging with inactive clients. You will also develop a strong understanding about our firm's mission and purpose, the professional services industry, our unique client-centric culture, and how we serve and engage our CPA partners, clients, and industry partners.
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.
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.
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 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.
NewClient Experience Associate SAFE ACT - AVP - HOUSTON Citigroup IncClient Experience Associate SAFE ACT - AVP - HOUSTONHouston, 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.
Client 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.
Client Service Associate (The Woodlands, TX) Bilingual Requirement) Raymond James Financial IncClient Service Associate (The Woodlands, TX) Bilingual Requirement)The Woodlands, 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.
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 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 - 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.
Associate Client Advocate - Construction Willis Towers Watson PLCAssociate Client Advocate - ConstructionHouston, TX$90,000–$120,000 / yearWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts.
Associate Client Advocate Willis Towers Watson PLCAssociate Client AdvocateHouston, TX$90,000–$120,000 / yearWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). Responsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards.
NewClient 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. 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.
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.
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.
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.
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).
Senior Associate - Client Success Baker Tilly Advisory Group, LPSenior Associate - Client SuccessHouston, 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 Processing I The Bank of New York Mellon CorpAssociate, Client Processing IHouston, TXWe''re seeking a future team member for the role of Specialist, Client Processing 1 to join our Transaction Processing team for our Loans Enablement Platform. In this role, you''ll make an impact in the following ways: Performs routine and non-routine client service and transactional support functions.
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 (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.
NewAssociate Client Advisor Marsh & McLennan Companies IncAssociate Client AdvisorHouston, TXThis includes coordinating initiatives, preparing client-facing materials, conducting research and analysis, supporting proposal development, and helping expand the mix of Marsh products and services held by the client. Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Premier Client Banker - PNC Wealth Management PNC BankPremier Client Banker - PNC Wealth ManagementThe Woodlands, TexasPNC 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. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Client Advisor, River Oaks District (PT) VilebrequinClient Advisor, River Oaks District (PT)Houston, TexasIncorporate the WE SELL SUN selling ceremony in every sale through applying first smile, be curious, tell the tale, unveil connections, matching top, perfect fit, reassure, and convince. Exceed individual Key Performance Indicator (KPI) targets : ADS, UPT, Email Capture, Name Attachment Rate,Women’s Sales, and Top to Bottom by delivering top-tier customer service.
Part Time Client Advisor - Vilebrequin G-III Apparel Group LtdPart Time Client Advisor - VilebrequinHouston, TXIncorporate the WE SELL SUN selling ceremony in every sale through applying first smile, be curious, tell the tale, unveil connections, matching top, perfect fit, reassure, and convince. As Brand Ambassadors, you help engage clients in the discovery of our heritage through storytelling and creating enthusiasm for the Vilebrequin collections.
Client-Facing Bookkeeper / Accounting Specialist Clayton ServicesClient-Facing Bookkeeper / Accounting SpecialistHouston, TX$55,000–$70,000 / yearThe Client-Facing Bookkeeper / Accounting Specialist will be responsible for managing multiple client accounts, maintaining accurate financial records, and delivering high-quality bookkeeping services using QuickBooks Online and Desktop. Clayton Services is searching for a Client-Facing Bookkeeper / Accounting Specialist to join a thriving bookkeeping and administrative services firm in Southwest Houston.
Premier Client Banker - PNC Wealth Management The PNC Financial Services Group IncPremier Client Banker - PNC Wealth ManagementThe Woodlands, TXPNC 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. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
NewBOTTEGA VENETA Client Advisor, Houston Kering SABOTTEGA VENETA Client Advisor, HoustonHouston, TXHow you will contribute: Meet and exceed monthly sales goals and KPI's thru client outreach; developing new clients via appointments and consignments, informing all clients of new collection deliveries, in-store events and relevant brand initiatives. Effectively utilize the Bottega Veneta Client Journey and other selling techniques (cross-selling, multiple selling, upselling, etc.) to maximize each transaction, improve KPI's and close sales.
NewTax Manager, Private Client Services CroweTax Manager, Private Client ServicesHouston, TexasRemote$95,500–$195,400 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Crowe LLP and Crowe Advisory LLC (and their respective subsidiary entities) does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time.
Physical Threat Intel Analyst: Houston Area Energy Client Denali Universal ServicesPhysical Threat Intel Analyst: Houston Area Energy ClientHouston, TXThe Physical Threat Intel Analyst is a hybrid position responsible for security operations requests, managing client data, international travel itineraries, global beacon tracking devices, worldwide intelligence monitoring, and assisting clients under duress traveling overseas. The Physical Threat Intel Analyst also performs hands-on Operations Center functions such as monitoring surveillance systems, alarms, and video equipment, and responding to emergencies per established procedures.
On-Call GSOC Analyst: Houston Area Energy Client Denali Universal ServicesOn-Call GSOC Analyst: Houston Area Energy ClientHouston, TXThe Global Security Operations Center (GSOC) Analyst is a hybrid position responsible for security operations requests, managing client data, international travel itineraries, global beacon tracking devices, worldwide intelligence monitoring, and assisting clients under duress traveling overseas. Communicate effectively verbally and in writing with a diverse group of people to include C-Suite executives, support staff, security managers, law enforcement and international operation centers.
NewBottega Veneta Client Advisor, Houston Kering GroupBottega Veneta Client Advisor, HoustonHouston, TXHow you will contribute: Meet and exceed monthly sales goals and KPI's thru client outreach; developing new clients via appointments and consignments, informing all clients of new collection deliveries, in-store events and relevant brand initiatives. Effectively utilize the Bottega Veneta Client Journey and other selling techniques (cross-selling, multiple selling, upselling, etc.) to maximize each transaction, improve KPI's and close sales.
CLO Client Reporting Specialist The Bank of New York Mellon CorpCLO Client Reporting SpecialistHouston, TXIn this role, youll make an impact in the following ways: Owns and runs portfolio Compliance and waterfall Models and deliver quality 1st draft to CSM: CLO Reporting team will be responsible for running the CLO Compliance and waterfall model and prepare draft periodic reports based on agreed timeline between CSMs and RAs. Overview: As part of BNYs Corporate Trust business (Structured Debt Platform), the CLO Reporting Analyst Team delivers timely, accurate, and insightful reporting on Collateralized Loan Obligations for internal stakeholders and external investors.
Specialist Lead, Government Client Contracts Management (Civil) Deloitte Touche Tohmatsu LtdSpecialist Lead, Government Client Contracts Management (Civil)Houston, TX$84,300–$155,400 / yearThe prime contracts professional understands the Deloitte market offering/ client solution that our external client needs; and, The prime contracts professional navigates the often highly regulated acquisition landscape to help GPS leaders place their solution onto an awarded contract that enables Deloitte to improve the public outcome. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Specialist Lead, Government Client Contracts Management (Fed Health) Deloitte Touche Tohmatsu LtdSpecialist Lead, Government Client Contracts Management (Fed Health)Houston, TX$84,300–$155,400 / yearThis role will work directly with Contracts professionals, Project Engagement Leadership, Enabling Solutions points of contact, and other internal stakeholders to coordinate the information and decisions required to support compliant contract management and operational execution. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Private Client Relationship Manager First Horizon CorpPrivate 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.
Client Service Consultant - Houston, Tx(Hybrid) CignaClient Service Consultant - Houston, Tx(Hybrid)Houston, TXResponsibilities: Serve as primary point of contact for a designated book of business and responsible to service excellence for clients and broker partners that include handling day-to- day service related needs, proactive issue identification, resolution and root cause analysis. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State.
Client Experience Specialist JAMS LLCClient Experience SpecialistHouston, TXPerforms administrative tasks (e.g., case management support, filings, etc.), prepares and distributes mail, conducts data entry, maintains document retention, and assists on other projects and participates in committees as designated by their manager. • Liaises with other departments as it relates to event planning; assists with cost containment practices; streamlines front desk procedures; and partners with management to address safety plans, evacuation procedures, etc.
Senior Private Client Relationship Manager First Horizon CorpSenior 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.
Client Experience Specialist JAMS, Inc.Client Experience SpecialistHouston, TexasFull timePerforms administrative tasks (e.g., case management support, filings, etc.), prepares and distributes mail, conducts data entry, maintains document retention, and assists on other projects and participates in. Supports panelists and clients with technological needs, addresses assistance requests, and.