- HUB International (Dallas, TX)
- …closely with different functional teams within our business, including Investment Committees, Client Service and Operations . The successful candidate can expect ... Senior Vice President Compliance & Risk Officer, Retirement & Private Wealth Dallas HUB International Limited Full time Efinancialcareers 30+ days ago… more
- 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
- 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
- JPMorgan Chase (Plano, TX)
- …The Client Onboarding Officer will be part of the global Middle Office Operations team supporting all aspects of client Onboarding to include the fulfilment ... The global focus on Anti Money Laundering (AML) and Know Your Client (KYC) has increased and led to new roles and opportunities within JP Morgan. WM has established… more
- Ally (Austin, TX)
- …process to validate the prospective client is qualified for the wealth management services. During this discussion basic information including client ... explaining Ally's process and managing expectations of both the client and Sr. Wealth Advisor, which will...complex financial needs. * Work closely with service and operations teams to resolve client issues. *… more
- JPMorgan Chase (Plano, TX)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking, Commercial Banking, and Consumer ... and Community Banking. The US Wealth Management (USWM) business is focused on...offices. The Product Associate role is part of the Client & Employee Virtual Meeting (CEVM) product team. CEVM… more
- Kestra Financial (Cypress, TX)
- …financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Requirements Essential ... An established and growing wealth planning firm in Cypress, Texas, is seeking...Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong… 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
- JPMorgan Chase (Plano, TX)
- …knowledge of SQL queries experience with a strong analytical background; compensation, project management and Wealth Management experience a plus + **Strong ... critical to recruiting, motivating, and retaining Advisors. The Advisor Performance Management and Incentive Strategy team is responsible for end-to-end design 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, ... 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 ... customers with client data and documentation for Chase Wealth Management . + Fulfill primary responsibilities (Series 24) include reviewing and approving… 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
- 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 ... Service Manager works in a team-oriented environment with Relationship Managers, other Client Service Managers, custodians, and the operations department to… 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
- 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 ... and deliver contracts for new clients. + Member on the Trust Operations management team **Job Qualifications:** **Education:** Bachelor's Degree in Accounting,… more
- KPMG (Houston, TX)
- …, Marketing, Communications, Finance, Analytics, Information Systems, Economics, Operations , Computer Science, Engineering, Supply Chain, Strategy, Organizational ... **Business Title:** Advisory Intern, Customer & Operations | Multiple West Locations Summer 2025 **Requisition...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate… 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
