- Citigroup (San Antonio, TX)
- The Team Client Services Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... timeliness of service provided will affect the effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management… more
- Bank of America (Houston, TX)
- …with Salesforce a plus + Professional verbal and written communication + Wealth Management/ Client Service Experience **Minimum Education Requirement:** High ... thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of...effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial… 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 ... thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of...effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial… 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 ... compliance guidelines + Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update mailing lists for birthdays,… more
- City National Bank (Houston, TX)
- …process and the process of implementing the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation, identify future ... client -facing custom designed output. * Support the Wealth Strategy team by developing sophisticated reports/dashboards...and pursues to a successful sale Bank product or service solutions that align with the best interest of… more
- Charles Schwab (Westlake, TX)
- …lending needs. + Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs + Retain existing ... new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores...service . **What you are good at:** + Exhibits wealth management and investment products expertise including equities, fixed… 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...based approach to deliver the full suite of Truist Wealth solutions. * Team and peer group… more
- Truist (Houston, TX)
- …the corporation * Ensure the team delivers personalized, attentive, needs based service to the client base through sound financial planning and advisory ... Truist Wealth segmentation strategy. The typical Truist Wealth team is comprised of Wealth...specialists and IRM partners who are designated to support client service and business development efforts (eg… more
- Charles Schwab (Westlake, TX)
- …they support. We value integrity, open communication, strong market knowledge, and a passion for client service . If you want to work with a firm that is dynamic, ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations... & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing… more
- Charles Schwab (Houston, TX)
- …a Business Development Officer, Schwab Wealth Advisory role to our talented client facing team . **What you are good at:** The Business Development Officer, ... status quo" and transform the finance industry together. The Wealth & Asset Management Solutions (WAMS) team ...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- Citigroup (San Antonio, TX)
- …+ Exceptional critical thinking / problem solving skills to immediately address escalated client issues + Superior client service proficiency including ... The Wealth Services Resource Specialist is a subject matter...Services Resource Specialist will be a part of a team comprised of specialists with a focus on effective… more
- JPMorgan Chase (Plano, TX)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial… 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 ... services. + Directly responsible for providing timely responses to client service requests, received via telephone or...Excellent people skills and ability to work in a team environment. + Capable of working independently within established… more
- US Bank (Dallas, TX)
- …significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, ... investment, investment planning, and insurance products lead on the Wealth Management Team . In This Role You...the needed discovery, assess investment needs, and evaluate each client 's unique needs + Determine which financial products are… more
- Grant Thornton (Dallas, TX)
- …on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, ... to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations...and trusts taxation, and individual income taxes Support multiple client service teams on client … more
- JPMorgan Chase (Austin, TX)
- …branches and 20 offices. As a Practice Management Consultant within the JP Morgan Wealth Management team , you will be responsible for supporting the development ... matter expert on the Practice Management tools, products and capabilities - specifically Wealth Plan (WP) and client relationship system + Build out useful… more
- Equitable (San Antonio, TX)
- Wealth Management Associate - Retirement Benefits Group -...can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and ... career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive...individuals who build and support our communities. Our specialized team , The Retirement Benefits Group (RBG), addresses the unique… more
- Charles Schwab (Westlake, TX)
- …clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will ... work on site in the specified location.** As a Wealth Advisor within Schwab Wealth Advisory (SWA),...advisory solution, providing clients with a personal relationship, specialized service , and ongoing advice built on Schwab's approach to… more
- Deloitte (Austin, TX)
- …You will help them stand out in business strategy, sales and marketing, client service , product development, technology modernization, and business operations. + ... Lead and deliver large, complex transformation projects in the retirement and wealth sector. Manage cross-functional teams to achieve client goals and ensure… more
- Bank OZK (Dallas, TX)
- …to meet regional revenue goal; works collaboratively with other members of Trust and Wealth in executing client service and deliverables, as applicable. + ... growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides leadership, effective...meets with clients ensuring that a high level of client service is provided, and strong … more