- Principal Financial Group (Waco, TX)
- **What You'll Do** As a ** Client Service Associate ** , you'll put your communication skills and attention to detail into action and help make a positive impact ... expectations. **Your day will be filled with:** + Collaborating with client facing roles, and communicating effectively with internal clients regarding special… more
- JPMorgan Chase (Houston, TX)
- …and delivers premier client service, JP Morgan is the place for you! As a Client Service Associate within the US Private Bank at JP Morgan you will be ... responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Plano, TX)
- …to tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Client Consulting, you contribute ... comprehensive product solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical design and… more
- Santander US (Dallas, TX)
- CIB Client Lifecycle Management (KYC/AML), Associate Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator ... (KYC) processes and policies of US Santander Corporate and Investment Bank (SCIB). Objectives are to 1) ensure compliance...onboarding and periodic reviews. Exhibiting the highest standards of client engagement with transparency and focus on the … more
- Truist (Fort Worth, TX)
- …Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a **International Client Service Associate ** , you will service international (non-US residents) and domestic clients with all a full ... working with clients through phone/chats/emails. . Basic to intermediate knowledge of investment products. Ability to explain these complex subjects via the phone. .… more
- BlackRock (Dallas, TX)
- …in client management/ service as a financial consultant, auditor, investment advisor, or other financial service field + Demonstrated ability to manage ... **About this role** **Role Overview:** As a **FAIR Associate ** within the FAIR team, you will be...their investments. You will be responsible for providing post investment due diligence services through examining financial data that… more
- Citigroup (San Antonio, TX)
- The Registered National Investor Center Support Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... client issues owned end to end by the associate and treated with a closed loop process +...suggestions on process improvement + Responsible for responding to client requests for investment products, referring clients… more
- S&P Global (Dallas, TX)
- …in connection with provision of post-trade valuations for their alternative investment positions. The Senior Associate will use valuation techniques ... a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate,...and technology-enabled solutions to fulfil these client commitments. On a day‑to‑day basis, Senior … more
- Scotiabank (Houston, TX)
- Associate Director, Corporate Banking Requisition ID: 228683 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. ... TITLE: Associate Director, Corporate Banking DUTIES: The Bank of Nova...TX to demonstrate strong business acumen by assisting with client relationship management. Address US Energy (spanning upstream, midstream,… more