- Citigroup (San Antonio, TX)
- … of workflow queues and client outreach. This position requires partnership with other Wealth management teams to ensure requests are completed timely and within ... level of support from those teams + Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers… more
- Coinbase (Austin, TX)
- …* High level of proficiency in cryptocurrency and Coinbase products * Experience in Banking , Wealth Management , Corporate Fiance, Asset Management or ... needs of a high-growth and fast paced organization. * Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase… more
- Raymond James Financial, Inc. (Dallas, TX)
- …of client service with a strong focus remaining on what's best for their personal wealth management . + Network in the community and effectively market him or ... of influence and developing niches. + Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and… more