- Charles Schwab (Westlake, TX)
- …Choice Investment Services** (PCIS) Participant Services works directly with Self-Directed Brokerage Accounts for retirement plans and health savings accounts. These ... are optional brokerage trading accounts that are established by plan participants...their investment choices within the plan. The Participant Group Specialist will directly interact with a variety of clients… more
- First Horizon Bank (Dallas, TX)
- …through Friday, 9:00am to 5:00PM **Summary** The Treasury Management (TM) Implementation Specialist is responsible for supporting a team of TM Sales Officers by ... (CRAs) and Support) and TM Operations to ensure a smooth hand-off of service implementation + Maintain a high level understanding and ability to navigate across… more
- Charles Schwab (El Paso, TX)
- …high-risk environment. Preferred Qualifications: + 2+ years of experience in client service or operations with brokerage /financial industry preferred. + Strong ... for performing and executing the firms Customer Identification Program (CIP). We provide service to both retail investors and independent advisors. As a CVRC … more
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