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The Investment Advisory Associate will be instrumental in partnering directly with UHNW Clients and will work closely with the Client Advisory, as well as Trust and Portfolio & Investment teams.
$80,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The associate will conduct research on equity and fixed income markets with respect to potential systemic risks, with an emphasis on Client-eligible securities such as equities, Treasury securities, mortgage-backed securities, municipal bonds, high-yield corporate bonds, asset-backed securities, and agency securities in addition to supporting the team's maintenance of a suite of macroeconomic hypothetical stress scenarios as part of the company's stress testing program.
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As a Transaction Tax Automation (TTA) Senior Associate within the RSM State and Local Indirect Tax practice you will be responsible for the following duties which are focused on three core concepts (Business and Professional Growth, Technical Expertise, and Excellent Client Service):Support senior team members with delivering on client engagements that focus on indirect tax technology processes and system solutions.
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The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, Global Market and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals.
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The Associate on the Relationship Banking team is part of the client facing team representing SVB out in market, specifically focused on Dallas. Cross sell opportunities include positioning bank products such as credit card, treasury management, payment solutions, foreign exchange, and collaboration across other SVB teams with the goal of orchestrating a superior client experience and building deep and immersive client relationships.
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Conducts bi-weekly phone check-ins with all waitlist clients to maintain or update client records and schedule assessments as possible. Assists with adding clients to long-term follow up program enrollment in the case management database system when a client completes therapy services, as needed.
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Our Investment Banking Debt Advisory & Restructuring team is actively looking for an Associate/VP for our Dallas office. Coordinate and perform business due diligence and execute debt advisory and restructuring transactions, including direct client interaction and communication.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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The Associate Attorney will manage their caseload, as well as client interaction, and can collaborate with our wonderful Criminal Defense Team of Attorney’s and legal assistants. This is an opportunity for a dedicated Associate Attorney to gain valuable experience and further their career with a established firm in the Dallas Area. As the Criminal Defense Attorney, you will report to the Managing Criminal Defense Attorney.
$75,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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TAS Tax Senior Associate Job Summary The Transaction Advisory Services Tax Senior Associate is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the Transaction Advisory Services Tax strategy.
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3-5 years of experience in institutional client services, investment operations, or portfolio management support required. May assist in preparing RFP responses or respond to annual client RFI requests.
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Traffic and flight client digital media campaigns flawlessly in our centralized ad server, CM360 (Google Campaign Manager) The AdOps Associate will review, test, and QA creative assets to ensure media meets proper specs and modify when necessary.
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Our staff collaborates with Kiewit's vast internal network of resources that span heavy civil and infrastructure, vertical and commercial buildings, mining, as well our oil and gas and power generation markets, to drive safe and cost-effective solutions that achieve client expectations and further Kiewit's legacy of excellence.
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As a TDA NextGen ERP Expert Associate Director at BCG, you will take on leadership roles in complex ERP transformation projects, leveraging next-generation ERP solutions to drive digital agendas and business transformation across our client organizations.
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You are an advisor and partner and build relationships with the client at the marketing/category director levels. You will be the day-to-day manager of the client relationship; a brand champion, an agency facilitator, and a trusted partner to both clients and your team.
$97,000 - $117,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Associate Manager, Client Relationship Management. Related experience managing client relationships within Fund Administration, Sales, Trading, Risk Management, Operations, OTC Derivatives, or Fund Accounting areas a plus.
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client associate jobs in Dallas, TX
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