- Bank of America (Dallas, TX)
- Wealth Management Client Associate Dallas, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Bank of America (Fort Worth, TX)
- Registered Wealth Management Client Associate Fort Worth, Texas **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- JPMorgan Chase (Plano, TX)
- … Associate in the Executive Office of Client Transfers within JP Morgan Wealth Management , you will play a pivotal role in ensuring that our transfer ... Join the JP Morgan Wealth Management team and play a...play a crucial role in the Executive Office of Client Transfers. You'll lead the delivery, execution, and analysis… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial… more
- JPMorgan Chase (Plano, TX)
- …advisors, client associates, and servicing professionals across the JP Morgan Wealth Management client spectrum. Your skill, collaborative mindset, and ... toolset and automates processes to improve operational efficiencies. As a Senior Product Associate on the Wealth Management Advisor Notifications team, you… more
- Equitable (Fort Worth, TX)
- Wealth Management Associate - TX, Fort Worth, Dallas, Houston, Austin, San Antonio; OK, Oklahoma City(3985) ( 2100001P ) **Primary Location** : UNITED ... to empower you with the skills and tools needed for success: client relationship management , product knowledge, sales techniques, market development, role… more
- Equitable (Dallas, TX)
- Wealth Management Associate - TX, Dallas (4028) ( 210000R8 ) **Primary Location** : UNITED STATES-TX-Dallas **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...you with the skills and tools needed for success: client relationship management , product knowledge, market development,… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX. Job Title: Operations Associate Job Type: ... (NIGO) status + Add and edit account features such as cashiering requests for a client + Work alongside experienced team members and ask for help when needed +… more
- First State Bank (Denton, TX)
- …customer service to our internal and external customers and is able to assist Wealth Management & Trust Team as assigned to ensure effective Trust functions ... the Policy & Procedures manual + Foster and support client relationships + Maintain files, both paper and electronic,...and exhibits a can-do attitude Job Requirements: + Prior client service experience and working directly with clients +… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management , a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on ... helping families multiply, manage and enjoy wealth . The Portfolio Trader will serve in multiple roles...and products, and is critical in handling the day-to-day client management on behalf of the Lead… more
- Regions Bank (Dallas, TX)
- …create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers and perform special projects as assigned This ... Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may...terminated with respect to all or any class of associate at any time. To learn more about Regions'… more
- JPMorgan Chase (Plano, TX)
- JP Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...customize solutions tailored to clients' specific needs. As a Client Service Associate within JP Morgan Advisors,… more
- S&P Global (Dallas, TX)
- …Enterprise Data and Project Management . **Responsibilities and Impact** The Service Delivery Management Associate is an expert on all things WSO. We connect ... focus - we do what is necessary to ensure client satisfaction. The Service Delivery Management team...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- S&P Global (Dallas, TX)
- …provide insights into client accounts. + Gather and relay constructive client feedback to Product Management regarding product enhancements and requirements. ... interpersonal skills to foster healthy dialogue and build trusted client relationships. + Strong organizational and time- management ...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- S&P Global (Dallas, TX)
- …The managed services team will cover software solutions like: Enterprise Data Management (EDM) Loan Solutions( ClearPar, Debtdomain, Notice Manager, and WSO ) This ... a fantastic opportunity to build a solid career solving the data management issues of global top tier financial institutions. **_Responsibilities_** + Configuring… more
- HUB International (Dallas, TX)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Throughout our network of more than ... is to work directly with the tax team and wealth management teams to deliver personal, S-Corporation,...results + Attend and participate in learning opportunities through client meetings, associate meetings and internal resources… more
- Cherry Bekaert (Plano, TX)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- S&P Global (Dallas, TX)
- …and written communication skills + Prepare various reports and metrics needed by internal management or special client requests + Teamwork: Must be able to work ... a Middle Office Analyst is to oversee Trade Settlement client relationships. Provide excellent customer service and loan settlement...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- HUB International (Dallas, TX)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Enjoy the best of both worlds ... actively engage in a variety of tasks/projects within the Client Service arenas, learning about the: + Clients we...bachelor's degree with preferred area of study in Risk Management or other majors with a specific interest in… more