- Bank of America (Fort Worth, TX)
- Wealth Management Client Associate Fort Worth, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Bank of America (Fort Worth, TX)
- Registered Wealth Management Client Associate Fort Worth, Texas **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… 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 - 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
- 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
- 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
- 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
- Charles Schwab (Westlake, TX)
- … and Advice Solutions (WAS) organization is building and delivering an industry-leading wealth management experience. WAS' vision and mission is to make ... wealth management more accessible, delivering for clients...affiliate of Charles Schwab & Co. Inc. As an Associate Alternative you will play a critical role helping… 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
- 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)
- …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 (Insertion/Manual) teams in Secaucus, ensuring that all...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
- Kiewit (Westlake, TX)
- …power generation markets, to drive safe and cost-effective solutions that achieve client expectations and further Kiewit's legacy of excellence. On our team, you'll ... impact millions across North America. With top-notch health benefits, a wealth -building 401k plan, and unbeatable growth opportunities, by joining Kiewit, you're… more
- Kiewit (Westlake, TX)
- …designs, performing and/or reviewing calculations, developing plans, scheduling tasks to meet client needs, as well as mitigating risk to ensure smooth and safe ... power generation markets, to drive safe and cost-effective solutions that achieve client expectations and further Kiewit's legacy of excellence. On our team, you'll… more
- Broadridge Financial Solutions (Coppell, TX)
- …assess key risks and controls and develop effective test plans for senior management ; + Document work in accordance with internal team and corporate quality ... risks are consistent with risk tolerance and prudent risk management ; + Prepare and present audit results in an...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Broadridge Financial Solutions (Coppell, TX)
- …a Broadridge officeandgiven the flexibility to work from home. Responsibilities: + Directs Associate level Scrum Masters and leads setting up of best practices to ... Master Experience with a Software Development team + 5+ years of project management experience in the financial services or technology industry + 5+ years experience… 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)
- …and Communication: Collaborate effectively with cross-functional teams and upper management , ensuring clear communication and alignment between technical solutions ... with the latest security patches and features through effective vulnerability management and CVM remediation. + On-call Support and Adaptability: Provide regular… 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