- Kestra Financial (Fort Worth, TX)
- …and investment management firm located in Fort Worth, TX. Job Title: Operations Associate Job Type: Full-Time Location: 2512 Horne Street, Suite 100, Fort ... Worth, TX 76107 Reports To: Operations Manager Job Overview Operations associates are...Duties + Operational Duties + Follow necessary steps for investment account creation + Continuous follow up on outstanding… more
- Charles Schwab (Westlake, TX)
- …this role to work on site in the specified location._ As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a ... service and the ability to contribute to the Schwab Wealth Advisory Investment strategy. **What you have** **Required Qualifications:** + Undergraduate degree… more
- Kestra Financial (Cypress, TX)
- …and growing wealth planning firm in Cypress, Texas, is seeking an Associate /Service Wealth Advisor for a great opportunity for the right person. This ... allocation, case design, and financial planning + Consult with clients on investment strategies based on individual financial and investment objectives; deliver… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on ... helping families multiply, manage and enjoy wealth . The Portfolio Trader will serve in multiple roles...investment processing as well as planning assistance. The associate will need high attention to detail as they… more
- Citigroup (San Antonio, TX)
- …with a closed loop process + Handles all inquiries/requests related to investment operations - including margin, options, and placing unsolicited securities ... The Registered National Investor Center Support Associate is a Client Service and Sales support...Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment clients. Position is responsible for providing best in… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech… more
- First Horizon Bank (Houston, TX)
- …to policies, updating procedures/disclosures, and preparing internal bulletins for associate training and awareness. **_Tracking and Reporting_** **:** + Oversee ... accurate and timely information flow related to CRA and community investment activities. **_Qualifications_** **:** + Bachelor's degree or equivalent work experience… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech… more