- JPMorgan Chase (Houston, TX)
- **Description** As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Bank of America (Houston, TX)
- …financial services industry or sales experience + Spanish speaking **Skills:** + Client Experience Branding + Client Solutions Advisory + Investment ... Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...help to deliver Bank of America's core banking, investment solutions and approach to client care. We… more
- Bank of America (Frisco, TX)
- …one year of financial services industry or sales experience **Skills:** + Client Experience Branding + Client Solutions Advisory + Investment Management ... Stage I (FSA I),** your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...help to deliver Bank of America's core banking, investment solutions and approach to client care. We… more
- JPMorgan Chase (Sugar Land, TX)
- …Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private ... Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely...LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities … more
- JPMorgan Chase (Plano, TX)
- …Bank is a global leader across investment banking, payments, markets and securities services . The world's most important corporations, governments and ... risk and extend liquidity in markets around the world. ** Client Services ** supports a portfolio of large...by allowing them to effectively utilize Payments Products and Services . The Service organization acts as a… more
- Bank of America (Frisco, TX)
- …with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management ... a defined consultative approach with clients to systematically identify client needs and appropriate solutions . + **Earn...+ Managing a portfolio of clients by providing exceptional client care with industry leading products, services ,… more
- Bank of America (Houston, TX)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through...Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management +… more
- Bank of America (Cross Roads, TX)
- …* Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to ... I (FSA I)** , your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...help to deliver Bank of America's core banking, investment solutions and approach to client care. We… more
- ADP (El Paso, TX)
- …**(can be obtained after being hired into the role)** + 1+ year of Client Service /Customer Service or Finance/Banking experience + Strong and proven ... **Retirement Services Representative (401k)** **Position Summary:** The Retirement ...is a licensed Retirement professional responsible for providing exceptional service to the employees of ADP Retirement Service… more
- JPMorgan Chase (Grand Prairie, TX)
- …significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. ... years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client ...LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities … more