- JPMorgan Chase (Plano, TX)
- …an ever-changing landscape. In this role you will be aligned to support **Asset & Wealth Management's US Wealth Management Client Operations** team which is ... end-to-end issue/action plan workflow, including root cause analysis, and working with Wealth Management Client Operations and other impacted stakeholders to… more
- HUB International (Austin, TX)
- …insurance professionals to better serve our valued clients. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to ... wealth management teams to deliver personal, S-Corporation, partnership, private foundation and gift tax returns and ongoing financial recordkeeping services.… more
- First National Bank of Omaha (Frisco, TX)
- …including Commercial & Business Banking, Retail Banking & Mortgage, and Trust & Private Wealth Reserve. Join us, and benefit from the exceptional support ... third-party referrals, growing relationships with new and existing customers. + ** Client Relationship Management:** Serve as a trusted advisor, offering personalized… more
- Wells Fargo (Irving, TX)
- …and services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust Services. **About this role:** ... Wealth & Investment Management (WIM) is one of...investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services… more
- JPMorgan Chase (Richardson, TX)
- …banking relationships. + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase ... relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify… more
- Bank of America (Dallas, TX)
- …supervision of client trades and fund level reporting for Hedge and Private Equity Funds. The team also reviews Client documents for subscriptions, tenders, ... established written guidelines and procedures + Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality… more
- Broadridge Financial Solutions (Houston, TX)
- …PM portfolio management technology, a cloud-based solution designed for private debt, loans, and CLOs (Collateralized Loan Obligation), streamlining activities ... and capabilities to transform our industry and product offering. Delivering superior client service and experience while maintaining high client retention and… more
- Bank of America (Dallas, TX)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product ... is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to… more
- First Horizon Bank (Plano, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... both teller and platform support as needed to keep client wait times to a minimum and to provide...and provide all other deposit product services. + Identify client needs through consultative conversations and recommend appropriate products… more
- First Horizon Bank (Dallas, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... products and services. The ideal candidate will drive product strategy, enhance client experience, and accelerate product adoption while working within a dynamic… more