- Bank of America (Dallas, TX)
- …Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative ... Investments. The Private Bank Investment Income team provides operational support for global and domestic dividends and interest payments for the Private Bank. The team facilitates foreign tax residency certification, dividend reinvestment and favorable… more
- TEKsystems (Benbrook, TX)
- …(Monday/Friday) and 3 days in office (Tuesday-Thursday) Job Description + Trade Desk, Mutual Fund Trader, incoming call center, 100% service, work with field ... office/financial advisors and client facing + Taking calls from customers about trading, moving money, etc. + Average 30 + calls per day Additional Skills & Qualifications + Need Series 7 & 63 or 66 + 1-2 years of experience in the Financial Services industry… more
- Charles Schwab (Westlake, TX)
- …Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock ... options and annuities + Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives + Demonstrates a bias for action and a commitment to achieving… more
- TEKsystems (Fort Worth, TX)
- Description MUST HAVE SERIES 7, 63 &/OR 66 Trade Desk, Mutual Fund Trader, incoming call center, 100% service, work with field office/financial advisors and ... client facing Taking calls from customers about trading, moving money, etc. Average 30 calls per day Skills Trade Desk, customer service, Brokerage Experience, Series 7, Series 63, series 66, call center Top Skills Details Trade Desk,customer service,Brokerage… more
- Teleperformance USA (El Paso, TX)
- …about the securities industry including the basic principles of equity, option and mutual fund transactions** + **Candidate must be client service oriented and ... have general knowledge of Windows based** **computer systems** + **Ability to adhere to attendance policies and work within a structured schedule which includes a variety of shifts** + **College degree preferred but not required** + **6 months customer service… more
- Cherry Bekaert (Austin, TX)
- …record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning ... low as 14.24%, and unemployment rates as high as 31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North Carolina, South Carolina, Tennessee,… more
- Deloitte (San Antonio, TX)
- …planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate ... identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should have a solid understanding of… more
- HCA Healthcare (Houston, TX)
- …short-term disability coverage and leaves of absence) + Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues ... advance for you to have predictability in your schedule + Culture of mutual respect and collaboration among all surgical staff + Continuous investment in equipment… more
- HCA Healthcare (Weatherford, TX)
- …short-term disability coverage and leaves of absence) + Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues ... others in identifying and clarifying needs and expectations to develop mutual and realistic goals + Evaluates progression of care using evidence-based… more
- HCA Healthcare (Lewisville, TX)
- …short-term disability coverage and leaves of absence) + Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues ... advance for you to have predictability in your schedule + Culture of mutual respect and collaboration among all surgical staff + Continuous investment in equipment… more