- 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
- JPMorgan Chase (Plano, TX)
- …investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management . **Job responsibilities** + Support Advisors… 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
- Equitable (Dallas, TX)
- Wealth Management Associate - Retirement Benefits Group - TX, Dallas (4044) ( 210000YO ) **Primary Location** : UNITED STATES-TX-Dallas **Organization** : ... 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 (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
- 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
- Comerica (Dallas, TX)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA)...listed below. Assists with the opening and maintenance of client accounts and records. Ensure completion of all paperwork… more
- HUB International (Dallas, TX)
- …tax associate is to work directly with the tax team and wealth management teams to deliver personal, S-Corporation, partnership, private foundation and gift ... of financial results + Attend and participate in learning opportunities through client meetings, associate meetings and internal resources made available through… more
- Wells Fargo (Frisco, TX)
- …discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * ... this role:** Wells Fargo is seeking a Senior Trust Associate Working at Wells Fargo | Jobs and Careers...in managing closely held assets held in fiduciary accounts, client acquisition and relationship management + Develop… 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
- Bank of America (Dallas, TX)
- …Job Description:** The Alternative Trading and Operations team is a part of Wealth Management Operations. The Alternative Investments Trading and Operations Team ... Skills:** + 1+ years' of leadership, preferably with in Wealth Management Operations (WMO) or relevant work...Performance Management + Talent Development + Account Management + Client Management +… more
- First Horizon Bank (Dallas, TX)
- …capabilities, legal/regulatory/compliance matters, sharing sales success, and competitive or client opportunities surrounding Treasury Management . + Monitors the ... sales, and joint calls on prospects and clients for cross sell and client retention. + Conducts regular Treasury Management training sessions and product… more
- WTW (Dallas, TX)
- …goals. + Assist NA leadership with refining the Industry focused model, prioritizing client & associate retention while quickly scaling extraordinary growth + ... management and deployment of staff to effectively produce client deliverables. + Responsible for the development and execution...expertise in the HC&LS Industry Vertical and uses our wealth of data to create and differentiate WTW through… more
- WTW (Dallas, TX)
- …**Clients** + Serve as the lead Executive Compensation Consultant on client projects, supporting management and/or the compensation committee, developing ... way that ensures profitable revenue for Willis Towers Watson, associate engagement and development and high client ...client relationship skills: the ability to influence senior management and the ability to work across all levels… more