- JPMorgan Chase (Dallas, TX)
- …Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work ... or strategic partnerships + Find ways to further new client acquisition in partnership with the bankers + Embrace...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- AECOM (Houston, TX)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... Summary/Responsibilities** + Acting as a primary point of contact with the client + Working with interdisciplinary technical leads to coordinate successful execution… more
- JPMorgan Chase (Plano, TX)
- Join our Client Onboarding and Service (COS) Finance & Business Management team and play a pivotal role in shaping the strategic direction of our organization. This ... to tell compelling stories and support business growth and client retention. As a Finance & Business Management Professional...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- First State Bank (Denton, TX)
- …Duties & Responsibilities: + Provides implementation, servicing, and technical support for investment and insurance products. + Work directly with clients on service ... the Policy & Procedures manual + Foster and support client relationships + Maintain files, both paper and electronic,...and exhibits a can-do attitude Job Requirements: + Prior client service experience and working directly with clients +… more
- Kestra Financial (Fort Worth, TX)
- …roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio trading, ... with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews * Manage… more
- Regions Bank (Houston, TX)
- …the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments ... growth and asset retention opportunities + Consistently acquires more complex client relationships and expands services to existing clients to meet revenue… more
- Edward Jones (El Paso, TX)
- …One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones ... services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century.… more
- Regions Bank (Plano, TX)
- …Financial Advisor experience. **Primary Responsibilities** + Provides a broad range of investment solutions and products to help meet customer goals and offer ... and local market/community involvement + Builds and maintains a strong client network and pipeline + Provides and demonstrates expert-level portfolio planning… more
- Edward Jones (Temple, TX)
- …proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and ... to serve clients and contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate trust and help them stay… more
- Compass Group, North America (San Antonio, TX)
- …ensuring all journal entries and accruals are completed and reconciled. **Accounts Receivable& Client Billing** + Prepare and reconcile monthly investment tracker ... and the annual operating budget for operating units and investment accounts. + Conduct monthly productivity updates to inform...+ Prepare and distribute weekly Flash reports to both client and Internal stakeholders. + Update Flash commentary in… more