- Truist (Fort Worth, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Comerica (Dallas, TX)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- Bank of America (Fort Worth, TX)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... products, financial markets, policies, procedures, and processes to the client 's investment needs. Job expectations include owning the management, research,… more
- JPMorgan Chase (Plano, TX)
- …and Audit Examination + Partner with Field Management in the supervision of registered personnel + Undertake project work and additional tasks as assigned by Central ... be taken + Strategically partner with Supervisory Managers or registered personnel in the field to resolve exceptions +...advisory services and a multitude of products and complex client accounts. Also possesses Working knowledge of the US… more