- 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
- 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
- Equitable (Houston, TX)
- Wealth Management Associate - TX, Houston (5036) ( 230000FO ) **Primary Location** : UNITED STATES-TX-Houston **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
- 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
- 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
- Scotiabank (Houston, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... a full range of investment banking, credit and risk management products and services relevant to the financing and...Associate Directors, Directors and Managing Directors to manage client relationships located in the United States. The … more
- Grant Thornton (Houston, TX)
- Tax Associate As a Tax Associate at Grant Thornton, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax ... and healthcare. Procedures vary depending on the type of engagement and associate experience. Procedures may range from reviewing data input, utilizing various… more
- Scotiabank (Houston, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate , Investment Banking, Energy - Houston, TX **Requisition...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Scotiabank (Houston, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate , Mortgage Capital Markets, Global Capital Markets **Requisition...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- First Horizon Bank (Houston, 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
- Broadridge Financial Solutions (Houston, TX)
- …are seeking a Senior Loan Trading and Application Support Analyst to join our Portfolio Management and Loan Management Client Service team. You will be ... + Escalate issues internally with the appropriate level of urgency to meet client deadlines. + Jira sprint management prioritization and internal process… more
- First Horizon Bank (Houston, TX)
- …needs and "handing off" the processing of these applications to the appropriate associate . ** Client experience** + Research and resolve problems and respond to ... both teller and platform support as needed to keep client wait times to a minimum and to provide...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital… more
- Regions Bank (Houston, TX)
- …a group of accounts, which may include Retirement Plan, Investment Management Agency, Endowments/Foundations, Custody, and/or Funeral Cemetery Trust accounts. This ... position plays a key role in assisting Regions with meeting client needs, providing deeper client relationships across multiple business groups, and growing… more
- Broadridge Financial Solutions (Houston, TX)
- …and ultimately build customer value. Were seeking a Support Analyst to join our Portfolio Management and Loan Management Client Service team. You will have ... a week. Responsibilities: + Provide technical trade and application support for portfolio management and loan management inquiries for clients in our cloud-based… more
- Broadridge Financial Solutions (Houston, TX)
- …to deliver the financial goals for the business Directly managing product management , implementations and client services functions Leading sales, marketing, and ... Manager, Sentry. Broadridge's "Sentry" business refers to its Sentry PM portfolio management technology, a cloud-based solution designed for private debt, loans, and… more
- Regions Bank (Houston, TX)
- …vertical + Serves as a Philanthropic Solutions subject matter expert for all of Wealth Management , partnering across the footprint for key initiatives + Serves ... internally and externally which includes administrative, fiduciary and investment management services + Involvement in new business development strategies and… more
- Broadridge Financial Solutions (Houston, TX)
- …on-prem systems and multiple cloud environments (AWS, Azure, or GCP). Platform Management + Oversee administration and operational management of Confluent ... experience with Infrastructure as Code (Terraform, CloudFormation) for Kafka resource management in both cloud and on-prem. + Familiarity with Chef, Ansible,… more
- Broadridge Financial Solutions (Houston, TX)
- …and application development groups to resolve issues promptly. + Apply performance management tools and techniques to ensure optimal response times in high-volume ... Assembler, PL/I, and Rexx. + Effectively utilize change, incident, and problem management tools in accordance with data center standards and practices, actively… more