- 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
- Bank of America (Galveston, 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 (Dallas, 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 (Fort Worth, TX)
- Wealth Management Client Care: Client...thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- 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
- JPMorgan Chase (San Antonio, TX)
- …is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private ... Client Advisor(s), within JP Morgan Wealth Management **Job responsibilities** + Work as a team with other associates to support a group of Advisors book of… more
- JPMorgan Chase (San Antonio, TX)
- … service while maintaining a strong commitment to diversity and inclusion. As a Client Development Team Leader within our dynamic team , you will be ... At JP Morgan Wealth Management, we have an enthusiasm for helping...during the crucial initial 120 days of a new client relationship, aiming to fulfill their comprehensive service… more
- Charles Schwab (Westlake, TX)
- …client experience is preferred not required + 2+ years in a client service capacity **Preferred Qualifications:** + Bachelor's degree or equivalent ... and transform the finance industry together._ As a Senior Client Relationship Specialist- Private Wealth Services, you...have the opportunity to bring your passion for customer service to a role and a firm that will… more
- City National Bank (Houston, TX)
- …THE OPPORTUNITY? The Wealth Strategist position is part of CNR's Private Wealth Solutions (PWS) team , and is responsible for expanding CNR's relationships ... with the ultimate goal of independently working on engagements. Collaborate with the PWS team in development of H/UHNW client facing materials in the areas of… more
- Charles Schwab (Westlake, TX)
- …lending needs. + Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs + Retain existing ... new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores...service . **What you are good at:** + Exhibits wealth management and investment products expertise including equities, fixed… more
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