- Wells Fargo (Bryan, TX)
- …Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals ... to) years of experience, complement of clients serviced, banking services and options of various clients, and client...+ 3+ years of experience in a licensed financial services position + Customer service focus with… more
- City National Bank (Houston, TX)
- … presentations. * Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications. ... WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients'… more
- Grant Thornton (Dallas, TX)
- …spanning the US, Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by ... in evaluating new opportunities (audit or other) or existing relationships for a client (or prospect) or an affiliate of one that is subject to independence… more
- JPMorgan Chase (San Antonio, TX)
- … client needs, initiating trades in the capital markets, and completing service -oriented transaction + Document all client interactions and meeting all ... for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion As… more
- Edward Jones (Midlothian, TX)
- …required; Bachelor's degree preferred + 3-5 years of relevant experience in securities /financial services industry preferred + Series 7 and Series 66 ... ** Client advocate. Skilled communicator. Problem solver. Does that...apply legal and regulatory requirements related to selling financial solutions + Work independently with strong problem solving, critical… more
- Citigroup (Houston, TX)
- …+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:** ... etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and...Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net… more
- Edward Jones (Dallas, TX)
- …One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones ... administrator to help you run your branch. World-class products, services and support. And the stability of a firm...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- JPMorgan Chase (Dallas, TX)
- …is a global leader across investment banking, wholesale payments, markets and securities services . The world's most important corporations, governments and ... understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex...in client discussions * Work with broader client coverage team including banking, treasury services ,… more
- RELX INC (Houston, TX)
- …Solution Consultant is responsible for cultivating and maintaining excellent client -facing relationships with Intelligize subscribers. In this post-sales role, the ... book of business and make sure adoption, retention and overall client satisfaction is consistently achieved. Responsibilities: + Conduct general and targeted… more
- JPMorgan Chase (Dallas, TX)
- …Sciences clients. You will collaborate closely with credit underwriting, treasury sales, client service , and other functional areas to provide comprehensive ... this role you will be the focal point of client acquisition and ongoing relationships with the world's most...products and solutions to clients. Additionally, you will manage your own… more
Recent Jobs
-
Maintenance Technician
- CBRE (Knoxville, IA)
-
Contract Administrator II
- BAE Systems (Wayne, NJ)
-
Mechanics/Materials Engineer
- Kratos Defense & Security Solutions, Inc. (Birmingham, AL)
-
Equipment Technician
- Snap Inc. (Chandler, AZ)