5 client solution analyst jobs at 2 companies in Wills Point, TX
1w
Save
Mark Applied
Hide
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, with 1–3 years of client-facing industry experience. Requires analytical, communication, problem-solving, organizational, and multitasking skills.
1w
Save
Mark Applied
Hide
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.
3w
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Global Banking & Markets Private – Capital Solutions Group – Mortgages and Structured Products – Consumer Asset Management
Dallas, Texas, United States
OnsiteFull Time
Financial industry or mortgage banking experience, advanced Excel skills, client and vendor interaction, strong analytical ability, attention to detail, communication, organization, and deadline management.
Microsoft Excel
1w
Save
Mark Applied
Hide
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