- Robert Half Finance & Accounting (Fort Worth, TX)
- Description Investment Banking Client Services Analyst Fort Worth, TX (Hybrid) Join our dynamic investment firm and empower our global investor ... fund admin, tax, and compliance. Qualifications: 2-3 years in investment firm client support. Stellar communication and...of experience in client support within an investment firm or financial services environment. *… more
- Truist (Dallas, TX)
- …an Investment Support Specialist/Fiduciary Support Specialist; trust, investment , banking or financial planning-related client service experience, or ... Provides in-office client and advisor support interfacing with our affluent investment clients and centers of influence. Provide essential investment support… more
- Scotiabank (Houston, TX)
- …Global Banking & Markets provides a full range of investment banking , credit and risk management products and services relevant to the financing and ... Associate, Investment Banking - Power & Utilities...success through a broad range of advice, products and services , including personal and commercial banking , wealth… more
- Wells Fargo (Houston, TX)
- 2026 Investment Banking Associate Program Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking , and ... banking , commercial real estate lending and servicing, investment banking , equity and fixed income solutions...training, you will step directly into deal execution and client advisory work. Your responsibilities may include: + Building… more
- Truist (Houston, TX)
- …job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services ... banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary… more
- Wells Fargo (Houston, TX)
- 2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking , and ... and transaction banking , commercial real estate lending and servicing, investment banking , equity and fixed income solutions including sales, trading,… more
- Citigroup (Houston, TX)
- …but when. Our Banking division, is looking for Summer Associates to join the Investment Banking team in NAM. The Investment Banking group provides ... but not required + Strong communication, planning, and organizational skills + Passion for client service and a dedication to deliver the best results on every… more
- Raymond James Financial, Inc. (Houston, TX)
- …and Abilities** **Knowledge of:** + Fundamental concepts, practices, and procedures of Investment Banking . + Fundamental investment concepts, practices and ... James Overview ** **One of the largest independent financial services firms in the country could be the place...internship in 2026. + Interested in a career in Investment Banking . OR ~ + Any equivalent… more
- Citigroup (Houston, TX)
- …question of if, but when. Citi is looking for Summer Analysts to join the Houston Investment Banking team. The Investment Banking group provides sector ... and our needs, you will be matched with an Investment Banking team to work with for...Strong communication, planning, and organizational skills * Passion for client service and a dedication to deliver… more
- Raymond James Financial, Inc. (Houston, TX)
- …creation with client departments to quantify current costs, justify project investment , and identify the return on investment . Typically works independently ... key themes and identify possible impacts on the business. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned… more
- Truist (Dallas, TX)
- …the role as a Fiduciary Support Specialist, trust experience, investment , banking or financial planning-related client service experience, or equivalent ... administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the… more
- Bank of America (San Antonio, TX)
- …activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and ... allocation updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns + Assesses and… more
- JPMorgan Chase (Austin, TX)
- …Chase brands. Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , ... Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions....start date + Seven plus years' experience in Private Banking or Financial Services industry + Demonstrated… more
- Citigroup (Houston, TX)
- …traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor… more
- Navy Federal Credit Union (North Richland Hills, TX)
- … services . Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client 's goals as a registered ... representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent...are moderately difficult and under supervision. Responsibilities + Provide investment industry expertise to client investment… more
- JPMorgan Chase (Dallas, TX)
- …dialogue. You will have the opportunity to work closely with product partners, Corporate Client Banking , Global Corporate Banking , and Core, exhibiting a ... responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and...200 years and today we are a leader in investment banking , consumer and small business … more
- UMB Bank (Plano, TX)
- …as the primary link for all financial services to the individual Business Banking client with the bank (ie Treasury Services , International, Trust, and ... The **Business Banking team** actively calls on businesses that typically...between $1MM and $20MM. The team includes relationship managers, client managers officers, treasury management officers and others that… more
- JPMorgan Chase (Dallas, TX)
- …Chase brands. Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , ... this role you will be the focal point of client acquisition and ongoing relationships with the world's most...years of related experience + Strong understanding of Commercial Banking products and services + Excellent sales… more
- JPMorgan Chase (San Antonio, TX)
- …over an underwriting staff, a sales/marketing assistant, treasury sales officer and client service professionals. Middle Market banking generally focuses ... a focus on business relationships + Understanding of Commercial Banking products and services with knowledge of...200 years and today we are a leader in investment banking , consumer and small business … more
- Charles Schwab (Westlake, TX)
- …development experience + Passion for gainingknowledge of brokerage/ banking products and services + Openness to build strong client relationships **What's in ... quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity...FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking… more