- Bank of America (Fort Worth, TX)
- Wealth Management Client Associate Fort Worth, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/ Wealth - Management - Client - Associate \_25026974-2) **Job Description:** Merrill Wealth Management… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial… more
- Equitable (Fort Worth, TX)
- Wealth Management Associate - Retirement Benefits Group - TX, Fort Worth (3645) ( PIN\_42666 ) **Primary Location** : UNITED STATES-TX-Fort Worth ... career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power...balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within… 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 ... + ** Client Engagement** : Build and nurture client relationships through networking events and portfolio management...financial professionals, empowering you to establish your career in wealth management + **Commissions and Bonus** :… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX. Job Title: Operations Associate Job Type: ... (NIGO) status + Add and edit account features such as cashiering requests for a client + Work alongside experienced team members and ask for help when needed +… 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 ... the Policy & Procedures manual + Foster and support client relationships + Maintain files, both paper and electronic,...and exhibits a can-do attitude Job Requirements: + Prior client service experience and working directly with clients +… more
- Charles Schwab (Westlake, TX)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth ...collaborative environment designed to both grow and support the client base they support. We value integrity, open communication,… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management , a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on ... helping families multiply, manage and enjoy wealth . The Portfolio Trader will serve in multiple roles...and products, and is critical in handling the day-to-day client management on behalf of the Lead… more
- HUB International (Fort Worth, TX)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices ... customer service with employees committed to adding value to every client activity. **General Description (Summary, Scope, Purpose):** The Personal Lines Account… more
- NTT DATA North America (Westlake, TX)
- …Tester to join our team in West Lake, Texas (US-TX), United States (US). ** Client Data\Inbounds** + Proactive data management with a focus on straight through ... Client HealthCare Consultant on Requirements Workshop call ** Client Testing** + Provide project management for...needs + Drive process improvements to improve efficiency, quality, client and associate satisfaction + Uses analytical… more
- Broadridge Financial Solutions (Coppell, TX)
- …ensuring that all materials are printed and shipped in accordance with our client commitments/deadlines. + Work with management to review expected volumes and ... 6:00 PM 6:00 AM CT Responsibilities: + Manages the Client Mail Room (Insertion/Manual) teams in Coppel, TX ,...This will include but is not limited to Account Management , Quality Control, Print, Randstad, PGS, Logistics and Technical… more
- Broadridge Financial Solutions (Coppell, TX)
- …or high-speed inserting equipment used in the production and assembly of client output. This may include cutting, bursting, binding, folding, inserting, labeling, ... orders to determine the proper job requirements prior to execution of the client -printed output. + Assembling printed materials into a final product and distributing… more
- HUB International (Irving, TX)
- …Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio. We are a specialty practice in HUB International. **Why Choose ... Source candidates for new hire classes of customer service, data entry, account management , sales, and other positions of varying experience levels in Insurance and… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- Broadridge Financial Solutions (Coppell, TX)
- …alter or impact our PKI Infrastructure or processes. + Support all domain management tasks, procurements, transfers, and domain record updates. + Bring maturity to ... and troubleshoot all technology areas. + Perform daily certificate life-cycle management tasks, both legacy workflows and Venafi. + Perform incident response… more
- Broadridge Financial Solutions (Coppell, TX)
- …such as updating compliance trackers, filing documentation, and preparing reports for management review. Qualifications: + 5+ years experience working as an Sr. ... Microsoft Office Suite (Word, Excel, PowerPoint) or similar tools; experience with compliance management software is a bonus. + A proactive attitude and eagerness to… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- Kiewit (Westlake, TX)
- …innovative concepts, and best practices for all projects that we support. Kiewit's management and implementation of this process leads to safe, cost effective, and ... innovative designs that exceed client expectations and furthers Kiewit's legacy of excellence. On...millions across North America. With top-notch health benefits, a wealth -building 401k plan, and unbeatable growth opportunities, by joining… more
- Broadridge Financial Solutions (Coppell, TX)
- …levels are maintained. Requirements: + Strong analytical, organizational, and process management skills + Advanced verbal and written communication skills + Ability ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more