- Charles Schwab (Westlake, TX)
- …ourselves in providing superior customer service while being detail-oriented. A successful Advisor Services Cost Basis Specialist loves to learn ... firm and meet their goals. **What you'll do:** The Advisor Services Cost Basis Team...may include: + Answer in-bound calls from Advisors, AS Service and Alliance representatives + Respond to client and… more
- Truist (Fort Worth, TX)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of...delivery of a broad range of wealth products and services to high net worth individuals. Following is a… more