- JPMorgan Chase (Webster, 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
- Bank of America (Round Rock, TX)
- …financial services industry or sales experience + Speaks Spanish **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 (Tomball, 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 (Dallas, 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
- 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
- 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
- JPMorgan Chase (Lubbock, 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
- JPMorgan Chase (Houston, TX)
- …+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + ... of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a...year Branch Banking Banker or equivalent experience in financial services , with verifiable success in new client … more
- Atria Wealth Solutions (Fort Worth, TX)
- …Work with Financial Center Managers to identify and leverage cross-sell opportunities. + Services and performs periodic reviews of existing client accounts and ... level of performance and work ethic requiring minimum supervision CUSO Financial Services , LP (CFS) offers credit union members full- service financial planning… more
- Charles Schwab (Austin, TX)
- …we strive to make a difference in people's lives through our innovative solutions and world-class service . **Required qualifications** + Ability to work full ... study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63...and weekend availability. **Preferred qualifications ** + Previous customer service experience + Previous client relationship experience… more