- Citigroup (San Antonio, TX)
- …workflow queues and client outreach. This position requires partnership with other Wealth management teams to ensure requests are completed timely and within ... multiple products across business lines combined with exceptional networking and relationship building skills + Excellent verbal and written communication skills,… more
- Bank of America (Dallas, TX)
- …Securities Settlement and Custody Operations group plays a significant role within Wealth Management Operations (WMO). The organization is responsible for Clearing & ... Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative Investments. The Private Bank… more