• Registered Wealth Service…

    Citigroup (San Antonio, TX)
    The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk...issues will be owned end to end by the associate and will be treated with a closed loop… more
    Citigroup (04/18/25)
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  • Registered Wealth Management Client…

    Bank of America (Lufkin, TX)
    Registered Wealth Management Client Associate Lufkin, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
    Bank of America (06/07/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Plano, TX)
    …to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
    JPMorgan Chase (06/06/25)
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  • Registered Citigold Private Client…

    Citigroup (San Antonio, TX)
    …via our Citibank branch-based advisors and centralized service centers. The registered CPWM Citigold Private Client Servicing Associate will be responsible ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Personal Wealth Management (CPWM) provides banking… more
    Citigroup (05/21/25)
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  • Registered Client Service…

    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
    Comerica (06/06/25)
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  • Registered National Investor Center Support…

    Citigroup (San Antonio, TX)
    The Registered National Investor Center Support Associate is a Client Service and Sales support position, fully responsible for servicing and supporting ... account requests and maintenance, and ensuring risk is prudently managed. The Registered National Investor Center Support Associate is responsible for… more
    Citigroup (06/11/25)
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  • Registered Client Associate

    Wells Fargo (Sugar Land, TX)
    **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... . **In this role you will:** + Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients… more
    Wells Fargo (06/10/25)
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  • Enterprise Compliance Sr Associate…

    TIAA (Frisco, TX)
    …license preferred or must be obtained within 6 months of hire. + Wealth management, broker-dealer, or registered investment adviser experience. + Life insurance ... Enterprise Compliance Sr Associate Serve as a member of the TIAA...advertising regulations, to support lifetime income, annuity products, and wealth management materials offered by TIAA. **Key Responsibilities and… more
    TIAA (05/17/25)
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