- Charles Schwab (Westlake, TX)
- …pride ourselves in providing superior customer service while being detail-oriented. A successful Advisor Services Cost Basis Associate loves to learn ... them manage their firm and meet their goals. The Advisor Services Cost Basis Team...may include: + Answer in-bound calls from Advisors, AS Service and Alliance representatives + Respond to client and… more
- Edward Jones (Fort Worth, TX)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...administrator to help you run your branch. World-class products, services and support. And the stability of a firm… more
- Edward Jones (Fort Worth, TX)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement… more
- Acosta Group (Irving, TX)
- …programs to help leaders look around corners to drive success. + Ensure Service are delivered (Time/ Cost /Value/Quality) according to SLAs. + Knowledgeable of ... partner role to provide and facilitate HR strategies and services . In this role you will serve as the...efficiently in a matrix management environment. **RESPONSIBILITIES** + Strategic Advisor + Must be regarded by business leaders/managers as… more