- Charles Schwab (Westlake, TX)
- …and tax planning, active investing, managed banking, and lending needs. As a Client Relationship Specialist (CRS), you have the opportunity to bring your ... in the specified location._ Our Branch, known as the Active Trader Branch, is primarily responsible for advice and...success of our branches, under the guidance of your Client Relationship Manager, you will assist to… more
- Charles Schwab (Westlake, TX)
- …and introduces clients to additional Schwab services as their needs evolve. As a Client Relationship Specialist (CRS), you will pursue this mission through ... is a key component of our business strategy. Our Client Relationship Specialist will pursue...industry and securities industry + 2+ years in a client service capacity Preferred Qualifications + Active … more
- Regions Bank (Austin, TX)
- …careers section of the system. **Job Description:** At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship ... Commercial Banking clients for all servicing requests related to client relationship + Attends weekly scheduled meetings...of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to… more
- Regions Bank (Houston, TX)
- …the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an ... organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers This position requires the...of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to… more
- Regions Bank (Dallas, TX)
- …the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an ... create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers and perform special projects as assigned This… more
- JPMorgan Chase (San Antonio, TX)
- …while maintaining a strong commitment to diversity and inclusion. As a New Client Development Professional in JP Morgan Wealth Management, you will spend your day ... providing an exceptional client experience by understanding and addressing client ...Services Group to be considered + A valid and active Series 7 + A valid and active… more
- Bank of America (Fort Worth, TX)
- …**Additional Skills:** *Attention to Detail *Critical Thinking *Customer and Client Focus *Oral Communications *Prioritization * Active Listening *Decision ... Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort...This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take… more
- Cognizant (Austin, TX)
- Cognizant Technology Solutions is currently seeking a highly skilled **Service Line Specialist - CIS** who will be a part of the Cognizant's Cloud, Infrastructure ... in hyperscale and hybrid cloud & Infrastructure solutions. Service Line Sales Specialist , partner with the customer to identify areas of opportunity to improve… more
- Charles Schwab (Westlake, TX)
- …quo" and transform the finance industry together. As a Fixed Income Service Senior Specialist , you would operate in a dual capacity to support our Regional Bond ... A career in Fixed Income begins with a solid client focused mentality and a strong desire to help...qualifications that successful candidates should have. **Required Qualifications** + Active and valid series 7 & 63 (or 66)… more
- Regions Bank (Houston, TX)
- …the system. **Job Description:** At Regions, the International Banking Product Specialist develops and grows Regions' relationships and provides product expertise ... of international firms. The International team partners closely with our Relationship Management and Treasury teams to provide treasury and credit solutions… more