- First State Bank (Denton, TX)
- …excellent customer service to our internal and external customers and is able to assist Wealth Management & Trust Team as assigned to ensure effective ... create value for our shareholders. Our Core Values are Genuinely Care, Trust , Relentless Improvement and Accountability. All FSB employees perform their daily job… more
- Bank of America (Frisco, TX)
- Registered Wealth Management Client Associate Frisco, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... Management -Client- Associate \_25027937-1) **Job Description:** Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Kestra Financial (Grapevine, TX)
- …with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial ... Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth ...through a financial advisory partnership built on integrity and trust . We take the stress out of managing personal… more
- NTT DATA North America (Westlake, TX)
- …United States (US). **Job Description:** + Client Data\Inbounds + Proactive data management with a focus on straight through processing + Streamline and implement ... Consultant on Requirements Workshop call + Client Testing + Provide project management for client testing for new implementations, migrations, and Annual Enrollment… more