- JPMorgan Chase (Plano, TX)
- …research own issues from start to finish + Leverage relationships with various areas of Wealth Management Client Operations to problem solve + ... environment where we care about each other and every client we serve. We support our employees with career...provide issue resolution to investment account holders and internal wealth management employees over the telephone. You… more
- JPMorgan Chase (Plano, TX)
- The Asset and Wealth Management Client Operations (WMCO) team plays a pivotal role in the process of welcoming and retaining clients across the Global ... framework. As a Know Your Customer (KYC) Specialist within the Asset Wealth Management (AWM) Client Operations team, you will play a pivotal role in our … more
- JPMorgan Chase (Plano, TX)
- …across 48 states. As a Client Service Leader within the JP Morgan Wealth Management - Digital Service Center, you will be responsible for managing an ... The JP Morgan Wealth Management business is focused on...assigned team and ensuring best-in-class client service for all assigned support functions. You will… more
- Bank of America (Dallas, TX)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... development, wealth planning, investment management , or relationship management . Key responsibilities include providing quality client service, and … more
- Kestra Financial (Grapevine, TX)
- …with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial ... Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX. Job Title: Operations Associate Job Type: ... Street, Suite 100, Fort Worth, TX 76107 Reports To: Operations Manager Job Overview Operations associates are...edit account features such as cashiering requests for a client + Work alongside experienced team members and ask… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management , a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on ... helping families multiply, manage and enjoy wealth . The Portfolio Trader will serve in multiple roles...and products, and is critical in handling the day-to-day client management on behalf of the Lead… 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, ... region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech… more
- JPMorgan Chase (Plano, TX)
- …opportunity? Join our Account Maintenance Group as a Client Data Analyst in Chase Wealth Management (CWM). In joining our Asset & Wealth Management ... self-directed customers with client data and documentation for Chase Wealth Management . + Principal duties (Series 24) include reviewing and approving the… more
- JPMorgan Chase (Plano, TX)
- Our group serves Private Bank, Client Wealth Management , and JPM Advisors. Subject matter expertise to the front office and client services **Job ... client accounts, catering to the Private Bank, Client Wealth Management , and JP...strongly preferred for unlicensed candidates If you join AWM Operations , you will be part of a diverse and… more
- S&P Global (Dallas, TX)
- …variety of other skills related to things like Enterprise Data and Project Management . Responsibilities and Impact: The Client Support Specialist is an expert ... Level (for internal use):** 11 The Team: The WSO Client Support Specialist team is the primary point of...schedules. Includes the presentation of trend/profitability analysis to Senior Management and Finance. + Processing in WSO Admin based… more
- S&P Global (Dallas, TX)
- …our client 's portfolio and reporting insights for active asset management and deal administration, trading activities, cash and position level transparency and ... client 's business requirements and strategic growth. This includes direct client engagement, project management , and presentation coordination where… more
- S&P Global (Dallas, TX)
- …09 **The Team:** The goal of a Middle Office Sr Specialist, Investment Operations is to oversee Trade Settlement client relationships. Provide excellent customer ... offering of WSO Services. This group is responsible for client -specific bank debt trade management . **Responsibilities and...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- KPMG (Dallas, TX)
- **Business Title:** Lead Specialist, Infrastructure Operations Lead **Requisition Number:** 115315 - 87 **Function:** Advisory **Area of Interest:** **State:** TX ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… 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 every sector that shapes your daily life, our Operations & Technology teams are charged with a mission...our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure,… 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, ... region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech… more
- Deloitte (Dallas, TX)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Operations & Technology Transformation Manager, Guidewire PolicyCenter Integration...over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Recruiting for this role… more
- Deloitte (Dallas, TX)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Consultant, Operations and Technology Transformation, Guidewire Application Developer What...over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Recruiting for this role… more
- S&P Global (Dallas, TX)
- …and written communications skills + Prepare various reports and metrics needed by internal management or special client requests Teamwork: + Must be able to work ... a Middle Office Analyst is to oversee Trade Settlement client relationships. Provide excellent customer service and loan settlement...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… 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 every sector that shapes your daily life, our Operations & Technology teams are charged with a mission...our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure,… more