- 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 (Plano, TX)
- …a Senior 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
- JPMorgan Chase (Plano, TX)
- …As a Vice President, Executive Office of Client Transfers within JP Morgan Wealth Management , you will lead the delivery, execution, and analysis of our ... Join the JP Morgan Wealth Management (USWM) team, a business...financial goals. As part of the Executive Office of Client Transfers, you'll play a crucial role in managing… more
- JPMorgan Chase (Plano, 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
- Charles Schwab (Westlake, TX)
- …Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores + Partner with ... client needs based on the breadth of Schwab's Wealth Management offer + Develop a customized...industry. We offer a competitive benefits package that takes care of the whole you - both today and… more
- JPMorgan Chase (Plano, TX)
- …advisors, client associates, and servicing professionals across the JP Morgan Wealth Management client spectrum. Your skill, collaborative mindset, and ... Our Wealth Management Servicing team supports our...+ Familiarity with retail investments products and their lifecycle, client service models, technology, operations and controls + Knowledge… more
- Equitable (Fort Worth, TX)
- Wealth Management Associate - TX: Fort Worth, Dallas, Houston, Austin, San Antonio (5146) ( 240000NS ) **Primary Location** : UNITED STATES-TX-Fort Worth **Other ... to empower you with the skills and tools needed for success: client relationship management , product knowledge, sales techniques, market development, role… more
- Deloitte (Dallas, TX)
- Senior Manager, Operations and Technology Transformation, Investment and Wealth Management - Advise What we do Operations and Technology Transformation delivers ... & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy...and content; facilitate buy-in of proposed solutions from top management levels at the client ; direct on-time,… more
- JPMorgan Chase (Plano, TX)
- …feature and functionality, risk posture, and reliability + Partner across the US Wealth Management organization to build features of our multi-year roadmap that ... the voice of the customer. As the Service Desktop Client Relationship Management (CRM) Product Manager as...members in the Business, Technology, Design, Operations, Servicing, Digital Wealth Management , and Control functions + Understand… more
- JPMorgan Chase (Plano, TX)
- At JP Morgan Wealth Management , we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while ... inclusion As an Unlicensed Investment Professional in JP Morgan Wealth Management , you will have the opportunity...investment needs with a focus on delivering an exceptional client experience over the telephone + Discuss Individual Retirement… 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 (Dallas, TX)
- Entry Level - Wealth Management Associate - TX, Dallas (5076) ( 230000U1 ) **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
- JPMorgan Chase (Plano, TX)
- As a Personal Advisor, in JP Morgan's Wealth Management 's National Branch Personal Advising group, you will partner with clients to create custom financial plans ... appointments via video or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are designed and managed by… more
- Charles Schwab (Westlake, TX)
- …you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while ... clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client...**Preferred Qualifications** + CFP or CFA + Superior relationship management and client retention experience + Polished… 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 ... doing, create value for our shareholders. Our Core Values are Genuinely Care , Trust, Relentless Improvement and Accountability. All FSB employees perform their daily… 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, you will… 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