- JPMorgan Chase (Fort Worth, TX)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you ... provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** +… more
- BlackRock (Dallas, TX)
- **About this role** **Role Overview:** As a **FAIR Associate ** within the FAIR team, you will be part of a high impact team focused on delivering exceptional ... on analyzing and recalculating fees and expenses relating to private equity and other alternative investments and providing insight...FAIR is the place for you. As a FAIR Associate , you will have the ability to add value… more
- Regions Bank (Dallas, TX)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client … more
- Regions Bank (Dallas, TX)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... detail. **Primary Responsibilities** + Responds to routine customer and internal account inquiries, performing necessary research and following up in a timely… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of… more
- JPMorgan Chase (Dallas, TX)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new...equity trades, mutual fund orders, fixed income trades and private investments + Provide support across a diverse suite… more
- Citigroup (Dallas, TX)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... The Associate Banker SAFE Act is a seasoned professional...Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings -… more
- Regions Bank (Kingwood, TX)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... the system. **Job Description:** At Ascentium Capital, the Ascentium Direct Sales Account Manager develops business while retaining and servicing these clients for… more
- Regions Bank (Kingwood, TX)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... of the system. **Job Description:** At Ascentium Capital, the Vendor Sales Account Manager develops business and retains and services clients. Ascentium Capital, a… more
- Regions Bank (Dallas, TX)
- …the system. **Job Description:** At Regions the Capital Markets Real Estate Execution Associate will manage the execution of client pitches, engagements and ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more