• Wealth Team Client…

    Citigroup (San Antonio, TX)
    The Team Client Services Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... timeliness of service provided will affect the effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management… more
    Citigroup (05/06/25)
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  • JP Morgan Wealth Management - Client…

    JPMorgan Chase (Plano, TX)
    As a Client Service Leader within the JP Morgan Wealth Management Client Service Center team , you will play a pivotal role in our mission to ... deliver an exceptional client experience and guide team members in...Schedule strategically and manage the floor tactically to meet service levels + Speak with clients and handle escalations… more
    JPMorgan Chase (07/10/25)
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  • Wealth Management Client Associate

    Bank of America (San Antonio, TX)
    …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through… more
    Bank of America (07/18/25)
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  • Client Services Associate - Waterworth…

    Kestra Financial (Grapevine, TX)
    Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... compliance guidelines + Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update mailing lists for birthdays,… more
    Kestra Financial (06/09/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Houston, TX)
    … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
    JPMorgan Chase (07/03/25)
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  • Wealth Management Specialist - NPD

    Bank of America (San Antonio, TX)
    …Practice (EGP) Private Wealth Relationship Manager** supports the Financial Advisor team to further develop and enhance existing client relationships. He or ... and/or team Senior Business Manager to develop, implement, and monitor the teams client service model. **Skills:** + Account Management + Business Acumen + … more
    Bank of America (07/08/25)
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  • Wealth Strategist

    City National Bank (Houston, TX)
    …process and the process of implementing the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation, identify future ... client -facing custom designed output. * Support the Wealth Strategy team by developing sophisticated reports/dashboards...and pursues to a successful sale Bank product or service solutions that align with the best interest of… more
    City National Bank (06/06/25)
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  • Wealth Advisor III - Dallas

    Truist (Fort Worth, TX)
    …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...based approach to deliver the full suite of Truist Wealth solutions. * Team and peer group… more
    Truist (06/03/25)
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  • Wealth Regional Managing Director

    Truist (Houston, TX)
    …the corporation * Ensure the team delivers personalized, attentive, needs based service to the client base through sound financial planning and advisory ... Truist Wealth segmentation strategy. The typical Truist Wealth team is comprised of Wealth...specialists and IRM partners who are designated to support client service and business development efforts (eg… more
    Truist (05/13/25)
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  • Wealth Service Escalation Specialist…

    Citigroup (San Antonio, TX)
    The Wealth Service Escalation Specialist is considered a subject matter expert on investment and banking procedures and processes and will work on a team ... requests/problem resolution is handled promptly and seamlessly. The Wealth Service Escalation Specialist works closely with...thinking / problem solving skills to immediately address escalated client issues + Superior client service… more
    Citigroup (07/01/25)
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