- RSM US LLP (Austin, TX)
- …concepts (Technical & Quality Expertise, People & Talent Management, and Client Service /Business Development.Responsibilities:Advise clients on a full range of ... world-class tax technology offerings.In your important role as Tax Senior Manager with RSM, you will be responsible for...standardsBuild relationships across lines of business to ensure excellent client service through an integrated service… more
- RSM US LLP (Houston, TX)
- …and ability to work on a collaborative team to deliver excellent client service :Advise single-family, multi-family and virtual-family office clients and ... and gift / estate taxation. This includes the planning and execution of client tax engagementsCollaborate with RSM specialists regarding estate and gift planning and… more
- Home Instead (Houston, TX)
- …and engage a staff of Caregivers in order to provide the highest quality service to clients.BenefitsOur benefits package includes a 401k plan with 3% company match, ... high quality matches and extraordinary relationships. Monitor, mediate, and log all client and Caregiver activity utilizing the software system. Prepare and publish… more
- Raymond James Financial, Inc. (Frisco, TX)
- …and assistance on projects and job functions within the department. Associate will be responsible for supporting department training including the maintenance ... * Monitors and resolves issues related to regulations regarding client accounts, to identify potential problems or status of...stressful situations and provide a high level of customer service in a calm and professional manner. * Partner… more
- Wells Fargo (Frisco, TX)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- KPMG (Dallas, TX)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 112752 - 87 **Function:** Tax Services **Area of ... KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate ...a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied +… more
- JPMorgan Chase (Dallas, TX)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client … more
- KPMG (Houston, TX)
- …so the client can become self-sufficient + Additional responsibilities for senior associate include assisting in managing client engagements ... **Business Title:** Associate or Senior Associate ,...on job classification, standard work hours, and years of service , KPMG provides Personal Time Off per fiscal year.… more
- The Cigna Group (Plano, TX)
- …options for dual systems, platforms, funding types. + Provide support for designated Client Service Operations Lead team on all issues and initiatives related ... local Cigna office 2-3 days per week.** The Sales Client Account Support Senior Analyst role provides...the manager. Accountable to proactively manage, respond and address client and broker inquiries through service plans… more
- JPMorgan Chase (Plano, TX)
- …of the world's most innovative financial organizations. As a Senior Product Associate in Enablement and Service Product Domain within the Acquiring, Payments ... stories to support product development + Establishes thought leadership and client -centric vision for product capabilities + Interfaces with sales, sales support,… more
- Comerica (Houston, TX)
- Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- JPMorgan Chase (Plano, TX)
- …advisors who work out of 3,500 branches and 21 offices, across 48 states. As a Client Service Leader within the JP Morgan Wealth Management - Digital Service ... responsible for managing an assigned team and ensuring best-in-class client service for all assigned support functions....Acting in accordance with the requisite responsibilities in an Associate level management position + Serve as the Subject… more
- KPMG (Fort Worth, TX)
- **Business Title:** Senior Associate , Account Operations **Requisition Number:** 112465 - 88 **Function:** Advisory **Area of Interest:** **State:** TX **City:** ... are, join our team. KPMG is currently seeking a Senior Associate , Account Operations to join our...implement enhancements; assist with the implementation and integration of client Vendor Management Systems (VMS) into account processes; oversee… more
- KPMG (Austin, TX)
- **Business Title:** Senior Associate , Workday Suppliers/Banking/Expenses Lead **Requisition Number:** 112111 - 86 **Function:** Advisory **Area of Interest:** ... then consider a career in Advisory. KPMG is currently seeking a Senior Associate , Workday Suppliers/Banking/Expenses Lead in Enterprise Solutions for our… more
- Cherry Bekaert (Plano, TX)
- …practice, we are currently seeking a ** Senior Associate ** for our national ... simply isn't good enough - let's chat! **As a Senior Associate , you will:** Work with a...wrap up and deliverable composition. Your passion for excellent client service will be demonstrated through the… more
- KPMG (Houston, TX)
- **Business Title:** Senior Associate , Business Tax Services (Private Clients/Private Enterprise) **Requisition Number:** 114496 - 90 **Function:** Tax Services ... for as a firm KPMG is currently seeking a Senior Associate to join our Business Tax...complex information + Ability to handle multiple engagements and client service teams KPMG complies with all… more
- KPMG (Houston, TX)
- **Business Title:** Senior Associate , International Tax **Requisition Number:** 113172 - 90 **Function:** Tax Services **Area of Interest:** **State:** TX ... for as a firm KPMG is currently seeking a Senior Associate to join our International Tax...engagements, play a positive role in well-functioning and collegial client service teams, supervise and assist with… more
- KPMG (Dallas, TX)
- **Business Title:** Senior Associate , Tax - Renewable Energy **Requisition Number:** 108566 - 87 **Function:** Tax Services **Area of Interest:** **State:** TX ... for as a firm. KPMG is currently seeking a Senior Associate , Tax - AMCS (Renewable Energy)...new business development, including add-on business, while sustaining excellent client service by networking within the firm… more
- JPMorgan Chase (Houston, TX)
- …the status quo, and striving to be best-in-class. As a Transaction Risk Management Senior Associate in Middle Market Banking Group, you play a key role ... management. The team interacts with Credit Officers, Coverage Bankers, Treasury Service Officers and Client Service Professionals. The work is fast pace and… more
- WTW (Dallas, TX)
- In this challenging role as a Pension Outsourcing Benefits Senior Associate , you will contribute as part of a team to the entire range of retirement ... + Flexibility and proven ability to diagnose and resolve issues; strong client service orientation + Proficient in Microsoft Office (Word, Excel and PowerPoint)… more