- Bank of America (Fort Worth, TX)
- Wealth Management Client Care : Client Services Rep-Spanish Fort Worth, Texas **Job Description:** Merrill Wealth Management is a leading ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help...+ Handles escalated and complex inquiries on accounts with care , aiming to resolve concerns in a timely manner… more
- JPMorgan Chase (Grand Prairie, TX)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service… more
- Equitable (Fort Worth, TX)
- Wealth Management Associate - TX: Fort Worth, Dallas, Houston, Austin, San Antonio (5146) ( 240000NS ) **Primary Location** : UNITED STATES-TX-Fort Worth **Other ... to empower you with the skills and tools needed for success: client relationship management , product knowledge, sales techniques, market development, role… more
- Deloitte (Dallas, TX)
- Senior Manager, Operations and Technology Transformation, Investment and Wealth Management - Advise What we do Operations and Technology Transformation delivers ... & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy...and content; facilitate buy-in of proposed solutions from top management levels at the client ; direct on-time,… more
- JPMorgan Chase (Dallas, TX)
- …10+ years of experience in business development and sales experience in the wealth management industry + Proficiency in goals-based financial planning tools and ... of business and helping them create action plans to execute effective book management and client engagement strategies. Other advisor coaching topics include… more
- Equitable (Dallas, TX)
- Entry Level - Wealth Management Associate - TX, Dallas (5076) ( 230000U1 ) **Primary Location** : UNITED STATES-TX-Dallas **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...you with the skills and tools needed for success: client relationship management , product knowledge, market development,… more
- PNC (Dallas, TX)
- …needed to be successful in this position. **Preferred Skills** Capital Management , Client Prospecting, Client Relationship Building, Competitive ... Financial Operations, Investment Banking, Revenue Recognition **Competencies** Business Acumen, Client Relationship Management , Decision Making and Critical… more
- S&P Global (Dallas, TX)
- …team acts as the primary point of contact for non-commercial relationship management with clients.** ** Client Partnership:** **Partner with clients to understand ... across 21 market-leading businesses.** **thinkFolio is a multi-asset investment management platform that mitigates risk, enhances operational efficiency, and… more
- S&P Global (Dallas, TX)
- … Service is our #1 focus - we do what is necessary to ensure client satisfaction. The Service Delivery Management team interacts with VPs, MDs, COOs, CFOs, ... **About the Role** **The Team:** The WSO Service Delivery Management team is the primary point of contact for...AM-7:00 PM or 11AM:00 -8:00PM (CST)** + Managing day-to-day client inquiries including the orchestration of workflow and timely… more
- S&P Global (Dallas, TX)
- …segments. You will join a customer-focused team led by a highly experienced management team dedicated to developing and maintaining client relationships to drive ... Ability to prepare various reports and metrics for internal management or special client requests. **Additional Preferred...our customers to achieve shared goals. **Benefits:** We take care of you, so you can take care… more