- JPMorgan Chase (Plano, TX)
- …project management, financial analysis, business management, or sales operations + Relationship builder with ability to forge trusted relationships with a broad ... businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Comerica (Dallas, TX)
- …client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved ... contributing to the overall success of the Wealth & Institutional Management business unit by building and maintaining a...and being accountable for the success of the client relationship . What we can offer you Comerica Funded Retirement… more
- Charles Schwab (Austin, TX)
- …Schwab's registered domestic and international broker-dealers and registered retail and institutional investment advisors. The team's scope includes audit ... for Schwab's: (i) client-facing activities supporting retail investors and independent investment advisors on Schwab's platform and their clients; (ii) client… more
- TIAA (Frisco, TX)
- …ensures talent development of Advisor Consultants and serves as a mentor and manager for the team. **Key Responsibilities and Duties** + Leads a team of ... Advisor Consultant teams are maximizing utilization of internal systems and customer relationship management (CRM) system as needed to drive results. + Oversees… more
- Citigroup (Irving, TX)
- Citi's Institutional Clients Group (ICG) is comprised of diverse, talented professionals located in more than 100 countries, jurisdiction and territories globally. ... one of four divisions within ICG and provides comprehensive relationship coverage along with a full suite of products...owners to build strategic solutions for our clients in investment banking. Our Impact: Deal Management function in Citi… more
- JPMorgan Chase (Plano, TX)
- …by taking ownership of end-to-end onboarding activities including fund manager communications, instruction capture setups, static data configurations, and eventually ... with a flexible approach to working hours + Strong communication and relationship -building skills. + Advanced emotional intelligence. + Flexible and proactive in… more