- Charles Schwab (Westlake, TX)
- …in providing superior customer service while being detail-oriented. A successful Advisor Services Cost Basis Specialist loves to learn and excels in ... firm and meet their goals. **What you'll do:** The Advisor Services Cost Basis Team services...may include: + Answer in-bound calls from Advisors, AS Service and Alliance representatives + Respond to client and… more
- Charles Schwab (Westlake, TX)
- …and cross-enterprise. Key partners include those across Advisor Services , including Sales, Business Development, Service , Strategy, Legal & ... **Your opportunity** Advisor Services (AS) is the industry...partnership work. + In partnership with our Sales and Service teams, proactively develop ways that these firms' experiences… more
- ADP (El Paso, TX)
- …clients and advisors and is the direct service contact for retirement plan services . The Advisor Service Representative is responsible for communicating ... **Title: Advisor Service Representative I** **Position Summary:**...associated client related inquiries with a concentration in RS Advisor Services for generalist and prospecting advisors;… more
- Charles Schwab (Westlake, TX)
- …the United States on a** **full-time basis without employer sponsorship.** Schwab Advisor Services , the industry leader of custodial, operational, trading, ... client relationships by expanding the depth and breadth of services offered, supported a strong service offering,...All while observing strong judgment in negotiations. + Schwab Advisor Services has set out to challenge… more
- Charles Schwab (Westlake, TX)
- …Schwab Advisor Services (http://advisorservices.schwab.com/public/ advisor /why\_schwab?ver=ps&src=G\_BDN&sv1=s5rCfz6Cz\_dc&sv2=13831878124&sv3=xpxe4op6q0) ... firms (RIAs (http://advisorservices.schwab.com/public/ advisor /rias) ). In addition to custody services , Schwab Advisor Services provides practice… more
- Charles Schwab (Westlake, TX)
- …the United States on a full-time basis without employer sponsorship.** Schwab Advisor Services , the industry leader of custodial, operational, trading, product, ... As a Relationship Manager, you will effectively coordinate with Service , Marketing, Business Consulting, and other key partners across...for identifying new assets and revenue opportunities. + Schwab Advisor Services has set out to challenge… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** Schwab Advisor Services , a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology, and practice ... management to registered investment advisors (RIAs). Schwab Advisor Services serves over 16,000 independent advisory...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- TEKsystems (Austin, TX)
- …opportunity supported through our TGS Talent Acquisition Team Requires: TEKsystems Global Services -Strategic Government Advisor (SGA) Role Purpose To serve as a ... Think of TEKsystems Global Services (TGS) as the growth solution for enterprises...with 10+ years' experience * 10+ years in IT service management/project management providing solution development and daily sales/solutions… more
- Kestra Financial (Cypress, TX)
- An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/ Service Wealth Advisor for a great opportunity for the right person. ... This person will report to the Lead Advisor and be the primary contact for customer relationship...This position requires a strong understanding of the financial services industry and products and is critical in handling… more
- Capital One (Plano, TX)
- Senior Manager, Compliance Advisor - Retail Bank The Senior Manager, Compliance Advisor - Retail Bank performs a key risk management role (second line of ... within the Compliance Management Program framework, the Retail Bank Compliance Advisor is responsible for delivering quality results, providing compliance advice to… more