- Raymond James Financial, Inc. (Fort Worth, TX)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Truist (Fort Worth, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- TIAA (Frisco, TX)
- …coalition of champions. This is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing ... career destinations including sales, learning, talent management and finance. Every TIAA associate receives the benefits they need to achieve the same financial… more
- TIAA (Frisco, TX)
- …Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under ... advisory team in overall book management strategy. + Provides client service and sales support as a...forms for accuracy. + Performs registered and non- registered activities related to identifying client needs… more
- Charles Schwab (Westlake, TX)
- …in the specified location. When you join us as an Advisor Services Associate , you're starting your career with the industry leader in providing custody, trading, ... practice management services to independent advisory firms. In Schwab Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center of… more
- Compass Group, North America (Fort Worth, TX)
- Quantum + We are hiring immediately for full time ** SERVICE TECHNICIAN** positions. + **Location** : Quantum - 5005 Blue Mound Road Forth Worth, TX 76110 _Note: ... in 30 states, we offer a collaborative, accountable work environment where innovation and client satisfaction are at the core of everything we do. As a member of… more
- Olsson (Fort Worth, TX)
- …all team operations including staff management, financial performance, project quality, and client service . This position establishes goals and objectives for ... team, focuses on employee development and mentoring, and oversees client service management. This role presents the...area preferred. In lieu of a bachelor's degree, an associate degree with equivalent experience is required. + Minimum… more
- PNC (Fort Worth, TX)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … more
- Compass Group, North America (Fort Worth, TX)
- …The company is a division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members. ... Services Manager, you will manage a team of food service professionals and be responsible for the overall ...+ Assists with the preparation of quarterly reports for client presentation. + Works with marketing and culinary department… more