- Raymond James Financial, Inc. (Frisco, TX)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Truist (Fort Worth, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Wells Fargo (Frisco, TX)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...review when applicable + Utilize prior experience in the Registered Client Associate role to… more
- Bank of America (Southlake, TX)
- Registered Wealth Management Client Associate Southlake, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- JPMorgan Chase (Plano, TX)
- …initiatives to Private Client Investment Associates + Support Private Client Investment Associate performance and development through onboarding and ... training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise + Identify opportunities to develop and… more
- Compass Group, North America (Fort Worth, TX)
- …constantly seeking a better way to conduct business. Key Responsibilities: The Associate Director assists to ensure client , customer satisfaction and efficient ... The company is a division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members.… more
- Stantec (Plano, TX)
- …making repair recommendations + Tracking, scheduling, performing, and assisting with in- service inspections + Developing recommendations to clients + Responsible for ... the quality of work and quality control of client submittals + Come join our Transportation Bridge Team...Institute (NHI) training course # 130055, "Safety Inspection of In- Service Bridges" or # 130056, "Safety Inspection of In-… more
- Compass Group, North America (Plano, TX)
- …The company is a division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members. ... team + Acts as the direct liaison with the client Preferred Qualifications: + Culinary degree preferred, or AA...+ Three or more years supervisory experience in food service operations + Supervisory experience in a healthcare, senior… more