- Robert Half Finance & Accounting (Fort Worth, TX)
- Description Investment Banking Client Services Analyst Fort Worth, TX (Hybrid) Join our dynamic investment firm and empower our global investor ... admin, tax, and compliance. Qualifications: + 2-3 years in investment firm client support. + Stellar communication...of experience in client support within an investment firm or financial services environment. *… more
- JPMorgan Chase (Fort Worth, TX)
- …Chase brands. Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , ... Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions....date + Seven plus years of experience in Private Banking or Financial Services industry + Demonstrated… more
- Navy Federal Credit Union (North Richland Hills, TX)
- … services . Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client 's goals as a registered ... representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent...are moderately difficult and under supervision. Responsibilities + Provide investment industry expertise to client investment… more
- Bank of America (Frisco, TX)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... is a leading provider of comprehensive wealth management and investment products and services for individuals, companies,...partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions… more
- Truist (Fort Worth, TX)
- …Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Bank of America (Fort Worth, TX)
- …center where you will help to deliver Bank of America's core banking , investment solutions and approach to client care. We will equip you with everything ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...financial goals and life priorities. * Collaborate with core banking and investment partners. Connect clients to… more
- JPMorgan Chase (Fort Worth, TX)
- …Chase brands. Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , ... wealth managers by delivering private market solutions. As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help… more
- Charles Schwab (Westlake, TX)
- … services industry and/or securities industry + 2+ years in a client service capacity Preferred Qualifications: + Bachelor's degree or equivalent work ... management, estate and tax planning, active investing, managed banking , and lending needs. As a Client ...this mission through demonstrating the ability to consistently handle service levels, client escalations and providing a… more
- Bank of America (Fort Worth, TX)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank… more
- Wells Fargo (Coppell, TX)
- …(but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. **In this role ... and understanding of Wells Fargo's banking , credit and investment financial solutions and services + Identify client needs and goals for business,… more
- PNC (Fort Worth, TX)
- …retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or executing ... Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking , Public Speaking, Relationship Building, Relationship… more
- PNC (Fort Worth, TX)
- …retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or executing ... Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking , Public Speaking, Relationship Building, Relationship… more
- TIAA (Frisco, TX)
- …participant interactions, including inquiries, complaints, and actions taken, as well as banking service transactions performed. + Refers participant to business ... asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for...- Performs well in a scheduled work environment - Banking , Call Center, Customer Service or Sales… more
- Bank of America (Fort Worth, TX)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies,… more
- JPMorgan Chase (Fort Worth, TX)
- …Chase brands. Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , ... clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking ...+ Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree… more
- Truist (Fort Worth, TX)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg... and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services , and insurance… more
- Bank of America (Flower Mound, TX)
- …mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and ... client requests and makes referrals to appropriate internal service providers based on client needs and...including investment training and in-depth knowledge of investment products and services . * Has at… more
- Citigroup (Irving, TX)
- … services , including consumer banking and credit, corporate and investment banking , securities brokerage, transaction services , and wealth management. ... business partners/area product owners to build strategic solutions for our clients in investment banking . **Our Impact:** Deal Management function in Citi … more
- Wells Fargo (Fort Worth, TX)
- …the needs of customers with investment or retirement needs + Provide self- service digital banking options to customers + This SAFE position has customer ... including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. **In… more
- Citigroup (Irving, TX)
- … services , including consumer banking and credit, corporate and investment banking , securities brokerage, transaction services , and wealth management. ... services , including consumer banking and credit, corporate and investment banking , securities brokerage, transaction services , and wealth management.… more