- Citigroup (San Antonio, TX)
- …and resolve client requests + Supports an expansive and/or diverse array of products/ services (eg, Investment , banking , mortgage) + Liaises with strategic ... The Wealth Service Escalation Specialist is considered a subject matter expert on investment and banking procedures and processes and will work on a team… more
- TD Bank (Houston, TX)
- …for own area of expertise + Supports a positive work environment that promotes service to the business , quality, innovation and teamwork and ensure timely ... effectively as a team, supporting other members of the team in achieving business objectives and providing client services + Participates in knowledge transfer… more
- Robert Half (Dallas, TX)
- JOB REQUISITION Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Manager LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION You ... focused on Trust Auditing to join our growing Financial Services team. Protiviti's Financial Services practice is..., you'll partner with our clients to solve complex business problems and provide impactful advice and solutions. You'll… more
- TIAA (Frisco, TX)
- …including inquiries, complaints, and actions taken, as well as banking service transactions performed. + Refers participant to business partners when ... asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for...- Performs well in a scheduled work environment - Banking , Call Center, Customer Service or Sales… more
- PNC (Houston, TX)
- …a team approach to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship ... mission and grow their organizations. Our team of advisors includes Business Development Officers, Investment Advisors, Relationship Managers, Retirement Plan… more
- Bank of America (San Antonio, TX)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking...in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or… more
- HCA Healthcare (Dallas, TX)
- …through Abenity and Consumer Discounts + Retirement readiness, rollover assistance services and preferred banking partnerships + Education assistance (tuition, ... the right role, at the right time, to meet business needs. **Growth** + Leads service line...Collaborates with administrative team and physicians to enhance existing services or develop new service offerings, and… more
- Citigroup (Irving, TX)
- … services , including consumer banking and credit, corporate and investment banking , securities brokerage, transaction services , and wealth management. ... Other job-related duties may be assigned as required. Citi's Banking Technology is a business aligned technology...owners to build strategic solutions for our clients in investment banking . **Our Impact:** Deal Management function… more
- Truist (Austin, TX)
- …Securities (Leverage/Syndicated Finance, M&A and FRM), Corporate Finance team, and Investment Banking teams to consistently deliver a differentiated client ... and other complex capital markets opportunities and leverage the Truist Securities ( Investment Banking ) and other internal partners for solutions. 8. Provides… more
- Zions Bancorporation (Austin, TX)
- …financial goals, we would love to speak with you! **_Essential Functions:_** + Provide full- service banking services to new and existing customers within the ... . In this role, you will deliver exceptional customer service , promote our bank's products and services ,...timely manner within established authorized limits and other customer service duties within the banking center. +… more