- Fidelity TalentSource LLC (Westlake, TX)
- …optimal technology experiences, utilization, and support for associates within Fidelity's Wealth Management . This role combines technical expertise with business ... for team members/stakeholders.Provide vision and direction to the different roles within Wealth Management to ensure clear communication and that associates have… more
- JPMorgan Chase (Plano, TX)
- Seize the opportunity to join JP Morgan's global Middle Office Operations team as a Client Onboarding Officer, a role born out of the increasing global focus on ... all while working closely with client -facing teams. **Job summary** As a Client Onboarding Analyst within the global Middle Office Operations team, you will… more
- JPMorgan Chase (Dallas, TX)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new… more
- Bank of America (Plano, TX)
- Client Quantitative Analytics Manager Charlotte, North Carolina;Plano, Texas; Boston, Massachusetts; Chicago, Illinois; Kennesaw, Georgia; Phoenix, Arizona **Job ... difference. Join us! **Job Description:** Manages/oversees the analytical, team, & client responsibilities across a targeted group of Analytical resources consisting… more
- Truist (Dallas, TX)
- …our investment process and recommendations. 3. As a key member of the Truist Wealth client facing team, share responsibility for developing and deepening ... Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver Investment Management Services...advice for HNW clients. 4. Actively assist in the client onboarding experience and develop the Investment… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... progress together. We are currently seeking an **Identity Access Management Secrets Management Technical Lead** the ideal...others to build the required Infra. * Work with client applications to provide integration/ onboarding guidance. *… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... evaluate to stay current with evolving requirements. + Work with client applications to provide integration/ onboarding guidance. + Facilitate security… more
- S&P Global (Dallas, TX)
- …KYC. + Delivering on identified requirements. + Providing support to Project Management team. + Maintaining good client relationships and building credibility. ... deliver, or support both the initial and add-on implementations of CLM Pro, Onboarding Accelerator, and KYC. We use our extensive project experience to help… more
- Wolters Kluwer (Coppell, TX)
- …Trust Tax Outsourcing operation which is the tax preparation service provided to bank/ wealth management firms. This includes: + Production and filing of all ... season, and review of transactional data during off season. + Oversees the onboarding of new clients, client introductions and communication, development of a… more
- Morgan Stanley (Dallas, TX)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Market Business Service Officer* ... for shaping the future of service by modernizing our client experience through an elevated standard of care. The...Service Officer (CBSO) will work closely with the Complex Management team to lead and supervise all service and… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- Deloitte (Dallas, TX)
- …consumer or corporate banking, fintech, investment banking or capital markets, investment management , wealth management , trust company, insurance provider, ... fraud and security spectrum, including the design and implementation of customer onboarding and transaction monitoring systems, the assessment of new and emerging… more
- Raymond James Financial, Inc. (Dallas, TX)
- …and advisory state registrations if required by state. **Job:** Wealth management **Primary Location:** US-TX-Dallas-Dallas **Organization** Western **Schedule** ... provide guidance to associates to resolve moderately complex issues, provide client service and manage projects. Directs the practice's day-to-day operational… more
- KPMG (Dallas, TX)
- …Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- S&P Global (Dallas, TX)
- …add-on implementations of ThinkFolio, iLEVEL, EDM, WSO, Corporate Actions, CLM Pro, Onboarding Accelerator, KYC and other Enterprise Solutions products . We use our ... year, this this allows us to deliver hundreds of successful client engagements spanning multiple segments and industry verticals **Responsibilities and Impact:**… more
- CH Robinson (Plano, TX)
- …Customer Account Specialist Intern Are you ready to launch your career in account management ? Join us as a Customer Account Specialist intern at CH Robinson, where ... their supply chains. This paid internship will start with an interactive onboarding program where you'll gain insight into CH Robinson's industry-leading technology,… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... capabilities needed to enable Cloud Network Services + Provide developer-friendly cloud onboarding , account creation and management for supported cloud providers… more
