- Truist (Houston, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- JPMorgan Chase (Plano, TX)
- …Self-Directed Investing, Chase Private Client , and the JP Morgan Private Bank. As a Client Service Leader within the JP Morgan Wealth Management Client ... the telephone and serve as experts on our online brokerage platform. We focus on delivering quality interactions, serving...service levels, conduct call observations, and ensure quality service . + Address client needs by handling… more
- JPMorgan Chase (Plano, TX)
- …Investing, Chase Private Client , and the JP Morgan Private Bank. As a Client Service Leader within the Active Trader Desk (ATD) of the JP Morgan ... over the telephone, serving as experts on our online brokerage platform. Our focus is on delivering quality interactions...Wealth Management Client Service Center team, you will play… more
- Bank of America (Fort Worth, TX)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... products, financial markets, policies, procedures, and processes to the client 's investment needs. Job expectations include owning the management, research,… more
- Charles Schwab (Westlake, TX)
- …+ You are a team player + Drive - you demonstrate ability to deliver excellent client service and sales results + Initiative and curiosity - proactively seek to ... AS Centralized Relationship Management. We are committed to seeing "through our client 's eyes." We serve advisors by providing specialized expertise and continued… more
- Charles Schwab (Westlake, TX)
- …will be an ambitious self-starter; and have a shown ability to deliver excellent client service with the ability to anticipate and resolve problems under their ... in their business efforts. The ideal candidate will cultivate and nurture client relationships with our advisors as you actively pursue opportunities to improve… more
- Insight Global (Fort Worth, TX)
- …- 5+ years of experience in the finance industry, ideally working within a registered investment advisory or brokerage environment - Active Series 7 and Series ... with firm policies and regulatory standards. Additional duties involve preparing client meeting materials, coordinating with custodians and product partners for… more