Client Management Jobs in Frisco, TX

The Lead Investment Accountant job provides expertise and leads the review of accounting policies and procedures ensuring they are correctly applied to financial transactions. This job works directly with asset management portfolio management and acquisition/disposition addition this job guides a t...

The Customer Resolution Manager is responsible for tracking and analyzing questions comments and complaints regarding the companys products or services to improve the performance of the Customer Service department.. Through effective monitoring this job supports the management of the first lines of...

Thank you for your interest in subbing at LCA! This position requires fluent Spanish speaking applicants:If application as a substitute is approved:Background Screening - a link will be forwarded to complete background check online after an application is received and reviewedPayroll Information For...

Virtual Financial ConsultingThe Virtual Financial Consulting role supervises professional level Financial Consultants who are responsible for answering questions for all in-plan participants new entrants prospects beneficiaries and their legal and financial representatives on the complete spectrum o...

Investment Accountant IIThe Investment Accountant II ensures that investment accounting policies and procedures are correctly applied to accounting records. Under general supervision this job works directly with third party property managers auditors and tax specialist.Key Responsibilities and Dutie...

Wealth Client Relationship ManagerWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ign...

Trust Tax Analyst The Trust Tax Analyst role partners with internal wealth management business partners and external vendor partners to facilitate the implementation administration and processing of various IRS and state agency fiduciary tax forms and filings. This job builds strong relationships wi...

Investment Accountant IThe Reporting & Investment Accountant I helps to ensure that investment accounting policies and procedures are correctly applied to financial transactions. Working under close supervision as an entry-level position this job works with asset management portfolio management valu...

JOB SUMMARY:Oversees the development of Universal Kids Resorts (UKR) Public Relations strategy in partnership across Marketing & Sales for various UKR communications initiatives. Leads the strategy and tactics to help tell the larger destination story including the on-site hotel through the developm...

Individual Financial Consultant Multi-lingualThe Individual Financial Consultant (IFC) provides retirement education and advice to the organizations clients and prospects. This job helps individuals navigate and where appropriate provides advice related to qualified and non-qualified product and inv...

About Us:GIA Legacy Planning is a welcoming client-focused insurance agency where people come firstboth our clients and our team. As our innovative business continues to grow were excited to invite experienced professionals to join us. We take pride in offering personalized insurance solutions that...

Remote US-based position. Candidates must already live in the United States. #LI-RemoteMust be authorized to work in the USNo visa sponsorship.We are unable to sponsor or take over sponsorship of an employment Visa (H1-B Student visa or OPT visa) at this time.About LexipolAt Lexipol our mission is t...

Insurance Sales ProfessionalLocation: Remote Position/ Work from HomeJob Type: Full-Time/Part-Time/Commission-Based About Us:GIA Legacy Planning is a dynamic and client-focused insurance agency. We specialize in providing personalized insurance solutions that safeguard families and businesses. Our...

OverviewSenior Project Manager - TrafficWestwood Professional Services Inc.Westwood Professional Services Inc. is searching for a Traffic Sr. Project Manager/Lead in Frisco Houston Austin or Dallas TX. This position will continue to drive and grow our traffic engineering services.The ideal candidate...

OverviewSenior Project Manager - TrafficWestwood Professional Services Inc.Westwood Professional Services Inc. is searching for a Traffic Sr. Project Manager/Lead in Frisco Houston Austin or Dallas TX. This position will continue to drive and grow our traffic engineering services.The ideal candidate...

Virtual Financial Consultant Multi-lingualThe Virtual Financial Consultant Multi-lingual provides virtual counseling in multiple languages for all participants new entrants prospects beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. T...

Virtual Financial Consultant Multi-lingualThe Virtual Financial Consultant Multi-lingual provides virtual counseling in multiple languages for all participants new entrants prospects beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. T...

The Senior Investment Accountant ensures that investment accounting policies and procedures are correctly applied to financial transactions. Under minimal supervision this job works directly with asset management portfolio management and acquisition/disposition teams. This job leads a team to prepar...

Sales Agent - Work from HomeLocation: Remote Position/Work from HomeJob Type: Full-Time/Part-TimeCompensation: 100% Commission About Us:GIA Legacy Planning is a dynamic and client-focused insurance agency. We specialize in providing personalized insurance solutions to protect families and business...

Insurance Sales ProfessionalLocation: Remote Position/ Work from HomeJob Type: Full-Time/Part-TimeCompensation: 100% Uncapped Commission-BasedAbout Us:GIA Legacy planning is a dynamic and client-focused insurance agency. We specialize in providing personalized insurance solutions to protect families...