- Bank of America (Houston, TX)
- Wealth Management Client Associate Houston, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... 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 (Houston, TX)
- Private Wealth Client Associate (FP) Houston, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... 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
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office. Essential… more
- Citigroup (San Antonio, TX)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to CITI PRIVATE BANK clients with guidance ... The Team Client Services Associate is a developing...+ Ability to multi-task with strong organizational and time management skills per the needs of banker teams and… more
- JPMorgan Chase (Plano, TX)
- …best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management , you will offer comprehensive financial ... Ideal candidates will possess strong analytical skills, a deep understanding of wealth management , and the ability to collaborate effectively with senior… more
- Equitable (San Antonio, TX)
- Wealth Management Associate - Retirement Benefits Group - TX, San Antonio (3123) ( 180002SQ ) **Primary Location** : UNITED STATES-TX-San Antonio ... 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
- JPMorgan Chase (Plano, TX)
- …standards. As an Associate , Field Performance Specialist within the JP Morgan Wealth Management team, you will be responsible for managing and processing ... Join the JP Morgan Wealth Management (JPMWM) team, a business...functions across JP Morgan to improve processes, policies, and client experiences. **Job Responsibilities** + Manage and process incentive… 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 (Cypress, TX)
- …financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Requirements Essential ... planning firm in Cypress, Texas, is seeking an Associate /Service Wealth Advisor for a great opportunity...Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong… 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
- Citigroup (San Antonio, TX)
- The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... issues will be owned end to end by the associate and will be treated with a closed loop...from those teams. + Provides timely feedback to senior management to identify client pain points and… more
- Regions Bank (Houston, TX)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client ... services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED and eleven… 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
- Regions Bank (Dallas, TX)
- …create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers and perform special projects as assigned This ... Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may...terminated with respect to all or any class of associate at any time. To learn more about Regions'… more
- HUB International (Austin, TX)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Throughout our network of more than ... all. We are looking for a dynamic and experienced wealth management industry product manager to join...success by developing relationships with others **Job purpose:** The Client Service Associate provides essential support to… more
- Citigroup (San Antonio, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Personal Wealth Management ... and centralized service centers. The registered CPWM Citigold Private Client Servicing Associate will be responsible for...from those teams. + Provides timely feedback to senior management to identify client pain points and… more
- Robert Half Finance & Accounting (Houston, TX)
- …of our services. This role is situated within the wealth management industry. Responsibilities: * Efficiently manage client transactions and money movement ... is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As...of relevant experience in the field. * Proficiency in Wealth Management is expected. * Experience in… more