2 staff accountant jobs found in Houston, TX

Why Paragon?   In 2014, Paragon was  incepted  in a Starbucks coffee shop with a simple strategy — build the MGA that we would want to work for. Years later, Paragon  is  one of the fastest growing MGAs in the country.  Our secret?   A dedication to diversity and agility. We realized from the start that a commitment to thinking, acting, and rewarding “different” would resonate within the industry. It is hard to argue with results, and the results are clear.  Our diverse team of talent is reshaping an industry that has weathered “boring” and is long overdue on “different.” Whether it comes by offering better pay,   benefit s  or growth opportunities, we will continue to aggressively invest in talent to drive our business forward. Change is here,   come b e  a part of it with us.   Formed as a broadly diversified MGA, Paragon supports retail agents and insurance carriers, and reinsurers with our strong underwriting talent, broad capabilities, sophisticated...

Description Summary: Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments. Client Responsibilities Works with clients to open and/or service portfolio accounts per request of Wealth Advisor Attend meetings with clients as needed Team Responsibilities Develop and refine practice standards for the area of Client Service, working with the team to create and define policies, procedures and best practices Work closely with our third-party custodial service teams to ensure engagement and service standards remain highly effective and efficient Design Client Service team career path, working to train and recruit team members to ensure the team has a strong veteran presence, depth, succession and sufficient back-up Provide routine updates during Advisor Team Meetings and firm staff...