- Bank of America (Fort Worth, TX)
- Wealth Management Client Care : Client Services Rep-Spanish Fort Worth, Texas **Job Description:** Merrill Wealth Management is a leading ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help...+ Handles escalated and complex inquiries on accounts with care , aiming to resolve concerns in a timely manner… more
- JPMorgan Chase (Grand Prairie, TX)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service… 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
- JPMorgan Chase (Dallas, TX)
- …10+ years of experience in business development and sales experience in the wealth management industry + Proficiency in goals-based financial planning tools and ... of business and helping them create action plans to execute effective book management and client engagement strategies. Other advisor coaching topics include… more
- Equitable (Fort Worth, TX)
- Wealth Management Associate - TX, Fort Worth (2593) ( PIN\_15319 ) **Primary Location** : UNITED STATES-TX-Fort Worth **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
- S&P Global (Dallas, TX)
- …team acts as the primary point of contact for non-commercial relationship management with clients.** ** Client Partnership:** **Partner with clients to understand ... across 21 market-leading businesses.** **thinkFolio is a multi-asset investment management platform that mitigates risk, enhances operational efficiency, and… more
- S&P Global (Dallas, TX)
- … Service is our #1 focus - we do what is necessary to ensure client satisfaction. The Service Delivery Management team interacts with VPs, MDs, COOs, CFOs, ... **About the Role:** **The Team:** The WSO Service Delivery Management team is the primary point of contact for...day out. **Shift Hours: Pacific Standard** + Managing day-to-day client inquiries including the orchestration of workflow and timely… 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 ...our customers to achieve shared goals. **Benefits:** We take care of you, so you can take care… 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
- Bank of America (Dallas, TX)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Greater Dallas Market Frisco, Texas;Dallas, Texas **Job Description:** Merrill Wealth Management is a leading provider of...Account Management + Client Investments Management + Client Management +… more
- JPMorgan Chase (Fort Worth, TX)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial...all aspects of their balance sheet and generate new client acquisition. You will be part of a local… more
- WTW (Dallas, TX)
- …ensuring effective management and deployment of staff to effectively produce client deliverables. + Responsible for the development and execution of our annual ... and drive the strategy for penetration of all markets, including managing their own client and prospect list. The Industry Vertical Leader plays a pivotal role in… more
- PNC (Dallas, TX)
- …business architectures and strategic roadmaps that enable key outcomes for PNC's Asset Management Group (eg, wealth management , private bank, investment ... of solution architecture. Strong candidates will also have business domain knowledge of the wealth management / private bank space and generally of the financial… more
- S&P Global (Dallas, TX)
- …technologies. Your specific insights will focus on core HCM, performance management , talent acquisition, people analytics, employee experience and skilling and ... their company and operational cultures, improving planning and portfolio management processes, developing more nuanced understandings of effective collaboration, and… more
- S&P Global (Dallas, TX)
- …across various geographies and maintain a steadfast commitment to a client -first approach. **Responsibilities and Impact:** This position within the Proposal & ... Market Intelligence's revenue teams in managing the increasing volume of client audits and inquiries. The individual will collaborate extensively with customer… more
- DriveTime (Fort Worth, TX)
- …development plans to address any deficiencies. + Work side-by-side with management and individual contributors to observe work processes and practices, provide ... Drive Time Corporate, Drive Time Retail, Carvana Retail, SilverRock and Third-Party Client Companies. **The Specifics.** + High School Diploma or GED required.… more
- JPMorgan Chase (Fort Worth, TX)
- …the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate ... by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships 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...our customers to achieve shared goals. **Benefits:** We take care of you, so you can take care… more
- S&P Global (Dallas, TX)
- …The Agent Services team is a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. ... within the team administering the lending portfolios for our client base. The individual will be responsible for the...to ensure accruals and pricing mechanics are correct + Management of outstanding work items in line with expected… more
- Capco, a Wipro Company (Dallas, TX)
- …advisors to the firm. We are experts in capital markets, banking and payments and wealth and asset management . We have a deep knowledge in financial services ... **About the Team:** Capco is a fully independent, global management and technology consultancy providing services to the Financial...thinkers, innovators, and disruptors. We are small enough to care but large enough to matter. We work in… more