- Kestra Financial (San Antonio, TX)
- …years of experience in financial services, with a solid understanding of broker - dealer operations and investment products (equities, bonds, options, mutual ... Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving...handled accurately and in a timely manner, while maintaining compliance with industry regulations. + Build and strengthen client… more
- Kestra Financial (Plano, TX)
- …record keeping adheres to compliance standards. * Successfully partner with Broker Dealer for new account establishment, account maintenance, and ... The Client Service Associate reports to our Partners and Wealth Managers...in a professional environment. * High School Diploma or Associate 's degree required * Previous experience in financial services… more
- JPMorgan Chase (Webster, TX)
- …and services are offered through JP Morgan Securities LLC (JPMS), a registered broker - dealer and investment advisor, member of FINRA and SIPC. Annuities are ... solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, operational… more