2 contribution accounting processor jobs found in Houston

Description May be asked to participate in client meetings with a Wealth Advisor Operational functions and general client service items Basic client communications (updates/next steps of a given task) Client onboarding - full process, start to finish Money movement Participate and be a valuable contributor in various team meetings across departments Data entry, basic analysis, growing expertise in running detailed and more complex scenarios within various financial planning software Note-taking in internal and client meetings/tasking within CRM software/follow-through in all client engagements Meeting preparation – portfolio reviews, agendas, reports, etc. Understand and support the firm’s vision, mission, and strategy Engage in teambuilding and integrate into the culture of the firm Participate in the Wealth Advisor Residency Program Timely completion of all firm and parent company training...

Position Summary The Account Executive supports a middle-market insurance brokerage team that specializes in real estate–driven accounts and a variety of commercial industries. This role is responsible for managing the day-to-day servicing and renewal lifecycle of client accounts, including policy submissions, renewals, endorsements, and client support. The Account Executive works closely with brokers and carriers to ensure accurate policy administration, timely renewals, and strong client service. The position requires strong attention to detail, the ability to manage multiple accounts, and comfort working with insurance systems, data, and reporting tools such as Excel. The team primarily supports middle market clients across industries such as real estate, healthcare, assisted living, and warehouse/distribution. What will your job entail? Account Management & Client Servicing: Manage the renewal lifecycle of commercial insurance accounts Support account...