• Brokerage Registered Client Service…

    Truist (Fort Worth, TX)
    …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and… more
    Truist (08/17/25)
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  • Registered Client Service Associate

    Raymond James Financial, Inc. (San Antonio, TX)
    …returns. + Reviews, assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other materials ... Financial Advisors. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with… more
    Raymond James Financial, Inc. (08/21/25)
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  • Client Service Senior Associate

    JPMorgan Chase (Plano, TX)
    …and skills** + 3+ years of experience or equivalent expertise in managing client relationships within a financial services environment, with a focus on ... Step into the role of a Client Service Associate within our Commercial & Investment...and/or equivalent work experience JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more
    JPMorgan Chase (08/24/25)
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  • Client Partner

    Capgemini (Dallas, TX)
    …with senior executive level clients. You will focus on all aspects of client growth, relationship development, financial integrity and quality delivery and ... Do** + You will be a high-energy leader with the ability to grow client relationships through presenting new strategies and innovative ideas. You will own a… more
    Capgemini (08/22/25)
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  • Merrill Financial Solutions Advisor:…

    Bank of America (Houston, TX)
    …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... technology to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a… more
    Bank of America (07/19/25)
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  • Financial Planner

    Charles Schwab (Westlake, TX)
    …goals. The financial plan includes a customized analysis to address client or prospective client goals, such as: retirement, college, risk management, ... estate planning needs. After setting realistic expectations with the client or prospect, the Schwab Financial Planner prepares and presents a financial plan… more
    Charles Schwab (08/27/25)
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  • Financial Wellness Consultant

    PNC (Mcallen, TX)
    … opportunities by providing ideas and insights based on an understanding of the client 's needs and their financial well-being. Focuses on increasing client ... Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and… more
    PNC (08/01/25)
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  • Credit Solutions Advisor

    Bank of America (Forney, TX)
    …existing clients by leveraging the full capabilities of the bank + Analyzes the client 's financial needs and applies knowledge of borrowing and banking to ... recommend alternative or additional financial services that best align with the client 's unique priorities + Connects with clients through outreach and pipeline… more
    Bank of America (08/27/25)
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  • Senior Planner- High Net Worth

    Edward Jones (Dallas, TX)
    …that our clients need. The Senior Planner will serve as a conduit between the financial advisor, client and the home office stakeholders and is required to ... and outside of the organization. Includes but not limited to engaging in client goal discovery, formulating financial planning recommendations, act as fiduciary… more
    Edward Jones (07/15/25)
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  • Sr Analyst, Finance - Healthcare

    Evolent (Austin, TX)
    …and synthesize key insights for internal stakeholders in pursuit of better client financial support and management + Support cross-functional collaboration with ... projects as needed + Develop strong understanding of specific client dynamics to improve client financial...understanding of specific client dynamics to improve client financial analyses **Qualifications - Required:** +… more
    Evolent (08/27/25)
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