• Senior Client Service

    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
    Raymond James Financial, Inc. (06/11/24)
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  • Senior Registered Client

    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
    Wells Fargo (07/02/24)
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  • Global Executive & Private Client Group…

    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
    KPMG (06/05/24)
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  • JP Morgan Advisors - Senior Client

    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
    JPMorgan Chase (05/09/24)
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  • Enablement and Service Product -Payments…

    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
    JPMorgan Chase (06/17/24)
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  • JP Morgan Wealth Management - Digital…

    JPMorgan Chase (Plano, TX)
    service center. The role will also partner closely with the Manila DSC Client Service Leader Associate on functional support opportunities and ensuring ... branches and 21 offices, across 48 states. As a Client Service Leader you will manage an...Acting in accordance with the requisite responsibilities in an Associate level management position + Serve as the Subject… more
    JPMorgan Chase (06/29/24)
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  • Client Account Support Senior

    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
    The Cigna Group (05/17/24)
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  • Portfolio Management Senior

    Bank of America (Dallas, TX)
    Portfolio Management Senior Associate Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... a difference. Join us! **Job Summary:** The Portfolio Management Senior Associate (PMSA) is a specialist role...with a financial institution focusing on high net worth client service and sales + Ability to… more
    Bank of America (06/26/24)
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  • Senior Associate , Account…

    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 (05/31/24)
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  • Senior Associate , Workday…

    KPMG (Dallas, TX)
    **Business Title:** Senior Associate , Workday Suppliers/Banking/Expenses Lead **Requisition Number:** 112111 - 87 **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
    KPMG (06/12/24)
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  • Accounting Transformation Senior

    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
    Cherry Bekaert (06/14/24)
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  • Senior Associate , International Tax

    KPMG (Dallas, TX)
    **Business Title:** Senior Associate , International Tax **Requisition Number:** 113172 - 87 **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 (06/19/24)
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  • Senior Associate , Tax - Renewable…

    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
    KPMG (05/23/24)
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  • Pension Outsourcing Senior Associate

    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
    WTW (06/23/24)
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  • Senior Associate , Workday…

    KPMG (Dallas, TX)
    **Business Title:** Senior Associate , Workday - Accounting Center **Requisition Number:** 112112 - 87 **Function:** Advisory **Area of Interest:** **State:** TX ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...a career in Advisory. KPMG is currently seeking a Senior Associate , Workday - Accounting Center in… more
    KPMG (05/22/24)
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  • Senior Associate , Operating…

    KPMG (Fort Worth, TX)
    **Business Title:** Senior Associate , Operating Partnership Tax **Requisition Number:** 113059 - 88 **Function:** Tax Services **Area of Interest:** **State:** ... for as a firm KPMG is currently seeking a Senior Associate to join our Business Tax...current tax practices, new technologies and tools used in client service delivery, and participate in technology… more
    KPMG (06/13/24)
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  • Senior Associate , M&A Partnership…

    KPMG (Dallas, TX)
    **Business Title:** Senior Associate , M&A Partnership Tax Group **Requisition Number:** 111715 - 87 **Function:** Tax Services **Area of Interest:** **State:** ... for as a firm. KPMG is currently seeking a Senior Associate to join our Mergers &...various industries + Ability to handle multiple engagements and client service teams + Possess an interest… more
    KPMG (04/11/24)
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  • Senior Associate , State & Local…

    KPMG (Dallas, TX)
    **Business Title:** Senior Associate , State & Local Tax, Indirect - Sales and Use **Requisition Number:** 108885 - 87 **Function:** Tax Services **Area of ... what we stand for as a firm KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT)… more
    KPMG (04/10/24)
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  • Tax Senior Associate - Partnership…

    Grant Thornton LLP (Dallas, TX)
    As the Partnership Tax Senior Associate , you'll perform compliance services for complex tax returns and provide tax consulting services for your partnership ... on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, you'll be… more
    Grant Thornton LLP (06/12/24)
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  • Senior Member & Direct Loan Closing…

    Capital One (Plano, TX)
    …for commercial loan products, which include new loans, modifications and extensions. The Senior Associate will be the primary contact and decision maker for ... Plano 3 (31063), United States of America, Plano, Texas Senior Member & Direct Loan Closing Associate ...right to request proof of internet provider, speed and service package from the associate . Requirements are… more
    Capital One (06/20/24)
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