4 client solution analyst jobs at 3 companies in Gunter, TX
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Client Advisor Solutions Analyst
New York or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
$110k-$150k/yr HybridFull Time
2+ YOEBachelor's degree required, 2+ years experience in consulting or financial services, knowledge of investment products and wealth management, strong analytical and presentation skills, proficiency with data analysis and collaborating with technologists.
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Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Family Office Solutions (Reporting), Analyst - Dallas, TX
Dallas, Texas, United States
OnsiteFull Time
1+ YOEBachelor's degree required, preferably in accounting or finance; 1-3 years of client-facing wealth management or family office experience preferred; SIE, Series 7, and Series 63 required within three months.
2w
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TSIB - Insurance Manager
Saddle Brook or Shelton or New York or Hollywood or Dallas
$128k-$180k/yr HybridFull Time
8+ YOEManage client insurance and surety programs, draft contract language, mentor insurance analysts, and provide risk management solutions; requires 8+ years insurance experience and relevant professional designations.
Microsoft Office, insurance-based risk management information systems
1d
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Global Banking & Markets Private – Capital Solutions Group – Mortgages and Structured Products – Consumer Asset Management
Dallas, Texas, United States
OnsiteFull Time
Requires mortgage banking or financial industry experience, advanced Microsoft Excel skills, strong analytical ability, client and vendor interaction experience, communication, organization, and deadline management.
Microsoft Excel