Client Investment Solutions Specialist
Edward Jones HQ
Edward Jones in Colleyville, Texas, is seeking a Registered Branch Associate to deepen client relationships and provide exceptional service. This role involves gathering information for new accounts, researching investment portfolios, and executing financial transactions. Ideal candidates will have a High School Diploma, preferred Bachelor's degree, and relevant experience in the securities industry. The position requires Series 7 and Series 66 registrations, with comprehensive training provided. Competitive compensation and opportunities for continuous personal growth are offered. #J-18808-Ljbffr Edward Jones
- ...institution in Texas is looking for an experienced advisor to provide comprehensive financial solutions to clients. Responsibilities include financial planning, recommending investment strategies, and collaborating with internal teams. The ideal candidate must hold Series 7...SuggestedFull time
- ...expanded to Texas and searching for an Acquisitions Associate. Acquisitions Associate is responsible for differentiating to potential clients why Rock Island Auction Company (RIAC) is the best place to consign firearms. The Acquisitions Associate is responsible for the...SuggestedFull timeMonday to Friday
- ...North Richland Hills, Texas. This role involves representing the brand with hospitality and using advanced banking solutions to foster meaningful client relationships. You will take a lead role in acquiring and managing client accounts while providing tailored financial...Suggested
- ...seeking a Relationship Banker in Bedford, Texas. This role focuses on creating memorable experiences for clients while managing relationships using the latest banking solutions and technology. The ideal candidate will have at least 1 year of sales experience in Retail Banking...Suggested
- A major financial institution in Fort Worth, Texas is seeking a Financial Solutions Advisor Stage I. This role involves obtaining financial licenses and developing client relationships while providing personalized financial advice. Candidates should have strong communication...Suggested
- ...institution is seeking a Financial Advisor in Fort Worth, Texas. This position focuses on providing tailored financial solutions and advice to help clients meet their financial goals. Responsibilities include triaging client leads, building financial plans, and...
- What you’ll need to succeed as an Analyst, Customer Solutions at XPO Minimum qualifications: Bachelor’s degree or equivalent related work... ...operate with minimal guidance and structure in a fast-paced, client-focused environment About the Analyst, Customer Solutions job...
- A leading insurance company in Texas is seeking a finance professional with a background in Business, Accounting, or Finance. The ideal candidate will have strong MS Excel and Word skills, excellent verbal and written communication abilities, and strong problem-solving ...Full timeWork at officeRemote work
- ...in Fort Worth, Texas is looking for an Associate Relationship Banker to provide exceptional customer service and financial solutions to clients. You will leverage your sales experience and communication skills to establish and deepen relationships with clients, ensuring...
- ...in Fort Worth, Texas. This role involves delivering exceptional service while using advanced banking solutions. Responsibilities include building and maintaining client relationships, understanding financial needs, and delivering personal banking solutions. The ideal candidate...
- ...Senior Client Service Business Analyst Program Client Services What part will... ...in the development of division solutions (i.e. CRM), from large scale project... ...company for insurance, reinsurance, specialist advisory and investment operations around the world. We're...Full timeWork at officeLocal areaRemote workWork from homeMonday to Friday
- ...driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders... ...Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams Focuses daily on service to...TraineeshipWork at officeShift workDay shift
- ...seeking candidates for the Advisor Development Program Financial Solutions Advisor in Lake Worth, Texas. This role offers the chance to obtain essential securities licenses while developing skills in client relationship management and financial guidance. Ideal for...Traineeship
- ...of comprehensive wealth management and investment products and services for individuals, companies... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key... ...asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage...Temporary workWork at officeMonday to FridayShift workDay shift
- A technology consulting firm is seeking a Technology Analyst specializing in Java/J2EE development to join their team in Fort Worth, TX. The ideal candidate will possess a Bachelor’s degree and at least 2 years of experience in application design and development using Java...Relocation package
- ...is seeking a Relationship Banker to create memorable experiences for clients through exceptional service. You will manage client relationships, exceeding expectations and utilizing banking solutions effectively. Candidates should have over a year of sales experience in...
- ...working collaboratively in an inclusive workplace culture. Responsibilities include managing customer experiences, educating clients on financial solutions, and adhering to all banking policies. The ideal candidate has a strong background in customer service, sales, and...
- JPMorganChase is seeking a dedicated Client Relationship Manager in Bedford, Texas. In this role, you will put clients first, exceeding... ...be to manage assigned clients, recommending tailored banking solutions. Ideal candidates will have at least one year of sales experience...
- JPMorgan Chase Bank, N.A. in Bedford, Texas is seeking a dedicated professional to enhance client experiences through proactive engagement and tailored financial solutions. The ideal candidate will possess over a year of sales experience in Retail Banking or Financial...
- Bank of America is looking for candidates with strong client engagement skills for their Coppell, Texas location. This role focuses on assisting clients with transactions through various banking services and fostering relationships to meet their financial goals. The ideal...
- ...Client Performance Analyst Credit Systems International, Inc. | Fort Worth, TX Full-Time | High-Impact Role | Strategic Exposure... ...Collaborative, team-oriented mindset Proactive and solution-focused approach Additional Requirements Regular and reliable...Full time
- ...Investment Operations Specialist We are a financial advisory firm seeking a highly organized and detail-oriented Investment Operations Specialist... .... This role plays a vital part in ensuring a smooth client experience by managing account-related processes, handling...Monday to Friday
- ...confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an... ...the opportunity to take your career to the next level. As an Investment Specialist in the U.S. Private Bank, you will provide support to Investors...Work at office
- Itlearn360 is looking for an Analyst, Customer Solutions, to enhance customer relations and provide quality analytics. Responsibilities include conducting data searches, generating reports, and collaborating with teams to improve account performance. Candidates need a Bachelor...
$77k - $202k
...specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of...Full timeH1b- A leading financial institution is seeking an investment advisor to assist clients in achieving their financial goals by providing comprehensive advice and customized solutions. Candidates must hold Series 7 & 66 licenses and have experience in the financial service industry...Full time
$77k - $202k
...our people in integration and platform architecture focus on designing and implementing seamless integration solutions and robust platform architectures for clients. They enable efficient data flow and optimise technology infrastructure for enhanced business performance....Full timeH1b- JPMorgan Chase & Co. is seeking a Private Client Banker in Lake Worth, TX. The role involves managing the banking relationships of affluent clients and providing tailored financial solutions. Candidates should have over a year of experience in financial services, ideally...
- A leading financial services firm in Fort Worth is seeking an Investment Specialist to support clients in their investment activities. The position requires a Bachelor's degree and relevant licenses, with an emphasis on strong communication and analytical skills. You will...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Investment Solutions Specialist. Be the first to apply!
- customer service representative csr Colleyville, TX
- service representative Colleyville, TX
- employee relations assistant Colleyville, TX
- full time customer service representative work from home Colleyville, TX
- healthcare customer service representative Colleyville, TX
- full time customer service associate Colleyville, TX
- financial customer service representative Colleyville, TX
- client advisor Colleyville, TX
- customer success associate Colleyville, TX
- client experience specialist Colleyville, TX

