- Raymond James Financial, Inc. (Fort Worth, TX)
- **Job Description** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of ... * Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Comerica (Dallas, 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
- Robert Half (Dallas, TX)
- …on our projects and client requests and commitments . Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska. ... JOB REQUISITION Dallas Technology Audit and Advisory (Financial Services) Senior Consultant LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here T… more
- Charles Schwab (Westlake, TX)
- …internal controls. The Broker-Dealer/Asset Management enterprise team is seeking a Senior Auditor ( Senior Specialist). The Broker-Dealer/Asset Management team ... coverage of the business process activities and compliance functions for Schwab's registered domestic and international broker-dealers and registered retail and… more
- CBRE (Dallas, TX)
- Senior Property Condition Assessor Job ID 176797 Posted 09-Dec-2024 Service line Advisory Segment Role type Full-time Areas of Interest Building ... States of America **About the Role** As a CBRE Senior Property Condition Assessor, you will prepare complex Property...Prepare written reports and ensure they meet company and client protocols and accurately describe the asset. + Interact… more
- Olsson (Fort Worth, TX)
- …talents to positively affect communities + Solving problems + Providing excellence in client service **You bring to the team:** + Strong communication skills ... designs, and projects with purpose. **Job Description** As a Senior Civil Engineer on our Data Center Civil Team,...process design calculations, and develop and maintain team and client standards. You may lead quality assurance/quality control and… more
- Charles Schwab (Westlake, TX)
- …provide high level knowledge and expertise on matters relating to fraud in the Registered Investment Advisor (RIA) space. The Senior Team Manager will have ... is the Advisor Services Fraud, Surveillance & Investigations Team. This team is seeking a Senior Team Manager for Advisor Services Investigations. This role will… more
- AECOM (Dallas, TX)
- …Summary/Responsibilities** + Acting as a primary point of contact with the client throughout the project lifecycle + Working with interdisciplinary technical leads ... execution strategies + Managing and leading all technical, financial, and client satisfaction areas using established processes and tools + Managing sub-consultant… more
- Kimley-Horn (Fort Worth, TX)
- …construction cost estimates, and proposals, supporting the growth of electrical engineering service areas in the lcoal market and across the country + Leadership ... planning and strategy + Establishing goals + Building and maintaining positive client relationships + Having open communication with your partners and team +… more
- Robert Half (Dallas, TX)
- …provide impactful advice and solutions. You'll develop lasting relationships with client personnel and further these relationships through quality product delivery. ... be a mentor, trainer, and coach to Consultants and Senior Consultants as you facilitate the successful completion of...You have interest in participating in the preparation of client proposals and strategies to win new business. +… more
- Atria Wealth Solutions (Fort Worth, TX)
- …and leverage cross-sell opportunities. + Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update ... client needs ensuring investment objectives and goals are progressing...skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment… more
- Atria Wealth Solutions (Plano, TX)
- …and leverage cross-sell opportunities. + Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update ... client needs ensuring investment objectives and goals are progressing...skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment… more
- Travelers Insurance Company (Richardson, TX)
- …assessments, assisting in preparing, conducting, and completing risk evaluations of client locations, determining the potential hazards and risk factors to be ... and apply technical information to support current risk control service efforts * Attend co-surveys with experienced Risk Control...staff * Complete one Capstone project and presentation to senior management on a relevant Risk Control topic *… more
- Charles Schwab (Westlake, TX)
- …join our colleagues in championing the goals of engaged investors and registered investment advisors (RIAs) with passion and integrity. The **Corporate Strategy** ... connections across Schwab's enterprises while learning from internal experts. With $10T in client assets across 34 million accounts, we are seeking a **Director of… more