- Regions Bank (Dallas, TX)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers and perform special projects as assigned This… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services ... situated within the wealth management industry. Responsibilities: * Efficiently manage client transactions and money movement requests * Regularly communicate with… more
- Raymond James Financial, Inc. (Georgetown, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of… more
- Citigroup (San Antonio, TX)
- …required **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Team Client Services Associate is a developing...teams. **Responsibilities:** + Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams.… more
- Navient (Austin, TX)
- …our mission, read more below, and let's build something great together! **The Client Happiness Origination Associate position will report to the Senior Manager ... feel in control of their financial future, including: + ** Private student loans** - low rates, people-first service, and...of Client Happiness.** **As the Client Happiness Origination Associate , you will:** +… more
- JPMorgan Chase (Dallas, TX)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more
- Wells Fargo (Houston, TX)
- **About this role:** Wells Fargo is seeking a Associate Strategic Investment Specialist for our Strategic Capital team. Learn more about the career areas and ... this role, you will:** + Assist in identifying new private capital opportunities for both our direct investing/lending business...field **Job Expectations:** + Ability to travel to different client markets as needed (<50% of time) + Hybrid… more
- HUB International (Austin, TX)
- …insurance professionals to better serve our valued clients. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to make ... building success by developing relationships with others **Job purpose:** As a tax associate , you will work directly with the tax team and wealth management teams… more
- Bank of America (Dallas, TX)
- …& ranch, timberland, oil & gas, private businesses. Partners closely with Private Bank relationship/ client managers in proactive client service and sales ... Senior Division Order/ Land Title Analyst; SAM Associate II Dallas, Texas **To proceed with your...**Job Description:** Manages more complex specialty assets within The Private Bank Group with a full and in-depth understanding… more
- BlackRock (Dallas, TX)
- …this role will primarily manage and support tax functions of allocated private equity fund of funds (primary and secondary), direct investment funds, structured ... products, private credit funds and Luxembourg investment vehicles. The Tax...a rewarding career with a forward-thinking organization. As an Associate , you will have the ability to add value… more