• Senior Registered Client Associate

    Wells Fargo (Houston, TX)
    …certain incidents. This position is not eligible for Visa sponsorship. **Posting location:** 2700 POST OAK BLVD STE 900, HOUSTON, TX 77056 **Posting End Date:** ... role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of.... **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such… more
    Wells Fargo (04/13/24)
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  • Registered Client Service Associate

    Truist (Houston, TX)
    …**Please review the following job description:** This position is located at 1400 Post Oak Blvd, Houston, Texas Responsible for the general servicing and ... in SalesForce, create meeting agendas and summaries. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing travel time… more
    Truist (03/21/24)
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