- Bank of America (Dallas, TX)
- Merchant Specialist - Dallas Fort Worth / Oklahoma Markets Rockwall, Texas;Dallas, Texas **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Rockwall/Merchant- Specialist Dallas-Fort- Worth Oklahoma-Markets\_25034679-2) **Job Description:** At Bank… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners… more
- Wells Fargo (Dallas, TX)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... Fargo is seeking a Philanthropic Advisor - Lead Fiduciary Specialist Working at Wells Fargo | Jobs and Careers...Engage clients, advisors and internal partners to deliver a high -touch client experience within a strong risk management framework.… more
- Wells Fargo (Houston, TX)
- …**In this role, you will:** + Manage and service a moderately complex affluent and high net worth client relationship portfolio in lending, credit, and ... products and services + Proactively identify service improvement opportunities for affluent and high net worth client relationships, including taking part in… more
- City National Bank (Houston, TX)
- …Advisors and CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these professional advisors to the ... *BUSINESS DEVELOPMENT SPECIALIST * WHAT IS THE OPPORTUNITY? Provide business development...contact with targeted FAs and CPAs to use CNR's High Net Worth services using… more
- Coinbase (Austin, TX)
- …* Work experience in customer support roles focused on Institutional Client Services or High Net Worth Individuals (HNWIs). * Industry experience within ... alignment. Attendance is expected and fully supported. As a Specialist , Prime Client Services you'll join a high... Specialist , Prime Client Services you'll join a high performing team of client servicing professionals whose performance… more
- AIG (Houston, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more… more
- Volvo Group (Houston, TX)
- …Buses Location: Houston, TX, US, 77066Mira Loma, CA, US, 91752Fort Worth , TX, US, 76155S. Plainfield, NJ, US, 07080Goodlettsville, TN, US, 37072Secaucus, ... Planfield, Secaucus), Tennessee (Goodlettsville), Florida (Jacksonville, Orlando), Texas (Fort Worth , Houston), California (Mira Loma, San Francisco), Illinois (Chicago,… more
- Deloitte (Fort Worth, TX)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... (GPHR) + Certified Equity Professional (CEP) + Certified Employee Benefits Specialist (CEBS) + Certified Pension Consultant (CPC) + Certified Payroll Professional… more
- Bank of America (Houston, TX)
- …structuring highly customized credit solutions to meet the unique needs of our ultra- high - net - worth clients. **Responsibilities:** * Leads the growth of ... evaluations, risk rating estimates, etc.) * Expertise in engaging with Product Specialist Executives (real estate, art, yacht, hedge funds) to assess and collaborate… more