- Charles Schwab (Phoenix, AZ)
- …independent advisory firms. We provide access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as ... requests are processed in a timely manner. The team partners with Alternative Investment (AI) Service , SS&C (Vendor), and internal business partners… more
- Bank of America (Chandler, AZ)
- …with clients proactively. + Has an ability to assess client needs and suggest/promote alternative products or services + Has ability to learn all platform ... Centralized Lending Specialist - Bilingual Team Chandler, Arizona **Job Description:**...and/or aptitude in system technologies + Has effective customer service skills with ability to manage the full client… more