- Wells Fargo (San Antonio, TX)
- …. **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Truist (Houston, TX)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general...attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses… more
- Stantec (Houston, TX)
- …exposure assessment, and inhalation risk. - Serve as a senior technical advisor , providing strategic guidance on regulatory compliance and risk mitigation. ... and Toxicology Practice, serving as a subject matter expert and trusted advisor to clients and project teams. Key Responsibilities - Support multi-disciplinary… more
- UTMB Health (Galveston, TX)
- …opportunity identification, and ongoing operational survey readiness for all regulatory bodies. They are responsible for independently implementing initiatives aimed ... programs and other hospital department staff have knowledge of new and existing regulatory requirements related to quality and patient safety. They will serve as the… more
- Wells Fargo (Tyler, TX)
- …. **In this role you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service, and operational related activities such as providing service to ... direct interaction and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account related information and/or quotes,… more
- Bank of America (Houston, TX)
- …and contributes to branch office profitability by influencing International Financial Advisor business practices in ways that minimize regulatory , financial ... determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with firm… more
- MUFG (Irving, TX)
- …will provide more details. **MAIN PURPOSE OF THE ROLE** Build trusted advisor relationships with the Regional Business Function Head and their Regional leadership ... Business Function Head and their regional leadership team acting as a strategic advisor and partner to understand business needs, develop HR solutions and drive… more
- Bank of America (El Paso, TX)
- …needs. Job expectations include driving responsible growth while minimizing regulatory , financial, operational, and reputational risks. The **Market Client ... through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- JPMorgan Chase (Austin, TX)
- …and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures + Interface directly with clients and ... of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning,...to adapt and stay abreast of changing technology and regulatory policies + Highly proficient user of Word, PowerPoint,… more
- Bank of America (Frisco, TX)
- …needs. Job expectations include driving responsible growth while minimizing regulatory , financial, operational, and reputational risks. The **Market Client ... The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital… more
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