- 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
- Bank of America (San Antonio, TX)
- Wealth Management Specialist - NPD San... client 's needs + Manages aspects of the client relationship process, including client onboarding ... + Account Management + Business Acumen + Client Management + Client Solutions...+ Thorough knowledge and understanding of the suite of Wealth Management products and services + Proven… more
- S&P Global (Houston, TX)
- …serves as a pipeline for our anticipated roles.** **The Roles** : S&P Global Client Management /Sales Roles - NBMBAA Career Expo **The Locations:** United States ... in a clear and structured manner. + Demonstrate sound ability to analyze client information quickly, respond logically, and use data to influence client … 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
- CIBC (Houston, TX)
- …is a critical point of contact for all service related needs of a CIBC Private Wealth client . This role is responsible for building and maintaining client ... Hours** 40 **Skills** Active Listening, Analytical Thinking, Budget Preparation, Client Relationship Management , Customer Experience (CX), File Maintenance,… more
- HUB International (Austin, TX)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Ranked 5th among the world's largest ... Marketing team in developing and implementing strategies + Own client onboarding and ensure launch timelines are...also paying close attention to details + Proven account management or relevant experience + Ability to work and… 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
- Raymond James Financial, Inc. (The Woodlands, TX)
- …to clients, use of technology solutions designed for advisor efficiency, and building client portfolios. Wealth Management Associate participants will also ... with onboarding new clients including opening accounts and updating Client Relationship Management systems. * Develop financial plans leveraging… 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
- ServiceNow, Inc. (Austin, TX)
- …Management Required in the first 180 days: + Financial Services - Banking and Wealth Management Suite + Financial Services - Insurance Suite Required in first ... Partners, and advocating for customer needs within ServiceNow (eg, Product Management , Customer & Partner Excellence, Training & Certification). Technical Consultant… 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
- Deloitte (San Antonio, 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
- 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
- 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
- Morgan Stanley (San Antonio, TX)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Business Service Officer* **Location:** ... for shaping the future of service by modernizing our client experience through an elevated standard of care. The...Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business… more