- Robert Half Finance & Accounting (Fort Worth, TX)
- Description Investment Banking Client Services Analyst Fort Worth, TX (Hybrid) Join our dynamic investment firm and empower our global investor community! ... 2-3 years of experience in client support within an investment firm or financial services environment. *...support within an investment firm or financial services environment. * Exceptional communication skills, both verbal and… more
- Lincoln Financial (Austin, TX)
- …opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex ... investment data and investment accounting for the...Account Invested Assets from an oversight role of external service providers. + Support strategic asset realignment across General… more
- Citigroup (Houston, TX)
- …Bank's objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US. ... of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work… more
- Bank of America (San Antonio, TX)
- …and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- Wells Fargo (Houston, TX)
- …** Investment Banking Industry Coverage Teams** Provides a full range of investment banking and advisory services to clients in the following industries: ... Wells Fargo is seeking talent to join the 2026 Investment Banking Early Career Program in Corporate and ...Teams** Provides a full range of execution capabilities and services to clients in the following products: + Corporate… more
- Scotiabank (Houston, TX)
- …full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our ... Associate, Investment Banking - Power & Utilities - Houston,...also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. ... Act as a catalyst for the promotion and growth of NFIS products and services . Recommend appropriate mixture(s) of insurance/ investment products and services … more
- JPMorgan Chase (Sugar Land, TX)
- …TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities LLC ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Bank of America (Frisco, TX)
- Divisional Managed Investment Consultant Frisco, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/FRISCO/Divisional-Managed- Investment -Consultant\_25014901-2) **Job Description:** At Bank of America, we are… more
- City National Bank (Austin, TX)
- …high net worth investors who have expressed an interest in CNR investment services . Develops "partnering" relationships with Independent Financial Advisor, ... planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the… more