- WTW (Houston, TX)
- …Together, we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills ... + Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client engagement in… more
- UNUM (Plano, TX)
- …and join Team Unum today! **General Summary:** Join our Sales Consultant Associate Talent Community! Select locations may not have openings currently; however, we ... are always looking for talented individuals for future opportunities. The Sales Consultant Associate is in active development to be a marketing and technical expert… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational efficiency. ... and committed to delivering exceptional client service. The Senior Client Service Associate reports directly to the Financial Planner and manages the firm's client… 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 excellent ... and record keeping adheres to compliance standards. * Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance *… more
- ReSource Pro (Waco, TX)
- …ReSource Pro Compliance, is looking for an organized, team-oriented Customer Experience Associate to join our customer service team (surplus lines) in Groesbeck, TX. ... Your role The Customer Experience Associate provides front-line customer service support to ReSource Pro...to serve more than 1,800 clients across the carrier, broker , and MGA segments - consistently earning a +96%… more
- Huntington National Bank (Dallas, TX)
- …Capstone Partners' Financial Advisory Services (FAS) team is looking for an experienced associate to help clients in a range of situations. As an associate ... of Investigations) background check with fingerprinting to be associated with the broker dealer. Not required to become a registered representative. Exempt Status:… more
- RTX Corporation (Richardson, TX)
- …**RTX Enterprise Services team:** RTX has a rare opportunity for an ** Associate ** **Director** **, Enterprise Services Customs Operations.** You will report directly ... to a team of customs professionals & managers. The ** Associate ** **Director, Enterprise Services Customs Operations** role is both...for RTX **Qualifications You Must Have** + Licensed Customs Broker + A Bachelors Degree and minimum 12 years… more
- Lincoln Financial (Austin, TX)
- …this opportunity. **Requisition #:** 74869 **The Role at a Glance** As a Senior Associate Actuary in Life Valuation department of the Life Chief Actuary team, you ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- JPMorgan Chase (Webster, TX)
- …solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, operational ... and services are offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC. Annuities are made… more
- US Foods (Austin, TX)
- …weekly ATC communicates and disseminate direction to appropriate parties. + Develop broker and vendor contacts along with using internal resource pool to ... vendors and brokers, as needed. **WORK ENVIRONMENT** + **Onsi** **t** **e:** The associate in this role is expected to perform assigned responsibilities inside a US… more