- Robert Half Finance & Accounting (Houston, TX)
- …to reach their goals and objectives Requirements Investment Portfolio, Individual Retirement Account (IRA), Annuities, Mutual Funds , Financial Planning, ... solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in… more
- JPMorgan Chase (Dallas, TX)
- …Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + ... or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by interacting with clients to… more
- Kestra Financial (San Antonio, TX)
- …understanding of broker-dealer operations and investment products (equities, bonds, options, mutual funds , annuities, insurance, managed accounts). + Experience ... as the primary point of contact for clients regarding service requests, account maintenance, and problem resolution. + Ensure client inquiries and service requests… more
- ADP (Dallas, TX)
- …to make informed financial and investment decisions. + Firm understanding and education on mutual funds , rates or return, personal rates or return, market timing ... wellness, investment company products, and also assist employees with individual account transactions. The Retirement Services Representative must be capable of… more
- Banfield Pet Hospital (New Braunfels, TX)
- …accurate balances and utilizing proper opening and closing procedures. . Conduct administrative functions as necessary. . Other job duties as assigned. THE FIVE ... support the responsibility of others. . Mutuality - A mutual benefit is a shared benefit; a shared benefit...and take care of your needs. . Health Savings Account (HSA): Make the most of your healthcare dollars… more
- Banfield Pet Hospital (Austin, TX)
- …accurate balances and utilizing proper opening and closing procedures. + Conduct administrative functions as necessary. + Other job duties as assigned. THE FIVE ... support the responsibility of others. + Mutuality - A mutual benefit is a shared benefit; a shared benefit...and take care of your needs. + Health Savings Account (HSA): Make the most of your healthcare dollars… more
- Charles Schwab (Westlake, TX)
- …a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We ... Qualifications:** . 2+ years of college study in finance, economics, business administration , or related area; bachelor's degree is preferred. . 2+ year of… more