- Fisher Investments (Arlington, TX)
- …focused on our private clients. With a firm structure that practices separation of sales and client service , you don't have to wear the "many hats" of a typical ... voice of Fisher Investments to our clients in the United States . You will partner with our...partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team… more
- Charles Schwab (Roanoke, TX)
- …impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We ... locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth… more
- Charles Schwab (Westlake, TX)
- …impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As ... organization, the Business Accommodation Team is responsible for supporting complex client retention and acquisition in the Retail Business through retail business… more
- Ethos Veterinary Health (Plano, TX)
- …thrive in a fast-paced, team-oriented environment dedicated to delivering exceptional patient care and client service ? If so, we invite you to join our team and ... create a comprehensive pet health care environment that delivers superior customer service while addressing the needs of pets, clients, and referring veterinarians.… more
- Wells Fargo (Austin, TX)
- …solutions. + Seek involvement with infrastructure-related projects to improve Wells Fargo Trust 's business operations, client service , and risk management. ... including trust accounting and elements of a trust . + Execute on client requests, including...(Word, Excel, and Outlook) skills + Experience in a client facing environment + Customer service experience… more
- Wells Fargo (Austin, TX)
- …improvements + Seek involvement with infrastructure-related projects to improve Wells Fargo Trust 's business operations, client service , and risk management ... including trust accounting and elements of a trust + Execute on complex client requests,...(Word, Excel, and Outlook) skills + Experience in a client facing environment + Customer service experience… more
- US Bank (Irving, TX)
- … US Department of Homeland Security E-Verify program in all facilities located in the United States and certain US territories. The E-Verify program is an ... At US Bank, we're on a journey to do...business line account acceptance policies and procedures. Provides quality service based on client needs, wants, and… more
- JPMorgan Chase (Dallas, TX)
- …types of families and individuals. When JPMorgan is appointed as corporate trustee of a trust , whether created by a client during his lifetime or upon his death ... years we have been voted number 1 in the US for overall private banking services by Euromoney ,...client needs, and prepare for and participate in client meetings with the Trust Officer +… more
- Charles Schwab (Westlake, TX)
- …model and an outstanding work environment. We value partnership, integrity, exceptional client service , open communication, and adaptability to change. + ... The goal of the relationship is to work through client 's sophisticated needs in Tax, Trust , and...environment + Strong verbal and written communication, listening, interpersonal, client service , networking and analytical skills +… more
- Regions Bank (Houston, TX)
- …Applicants for this position must be currently authorized to work in the United States on a full-time basis._ **Position Type** Full time **Compensation ... + May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers This position requires the tracking of… more
