- Truist (Dallas, TX)
- …disabilities to perform the essential functions. + 7+ years in the role as an Investment Support Specialist /Fiduciary Support Specialist , trust ... centers of influence. Provide essential fiduciary support in the daily investment portfolio administration for the Wealth Management regional office. Provide… more
- Bank of America (Dallas, TX)
- Wealth Management Specialist - NR Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... with the power to make a difference. Join us! The **Elite Growth Practice (EGP) Wealth Management Specialist ** role is a position on the Financial Advisor Team… more
- Truist (Dallas, TX)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new...various specialists and IRM partners who are designated to support client service and business development efforts (eg credit,… more
- Truist (Dallas, TX)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist , trust experience, investment , banking or financial planning-related ... onboarding new teammates and training 2. Lead with special projects for Wealth Region Support Leader/Fiduciary Group Support Leader 3. Contribute to a… more
- S&P Global (Dallas, TX)
- …09 **About the Role:** **The Team:** The Wall Street Offices (WSO) Product Support team is responsible for assisting technical and business professionals with the ... opening for a new member of the WSO Product Support team in Noida. This role requires daily interaction...server / database exposure + Bank Loan or Financial Investment knowledge **Right to Work Requirements:** This role is… more
- HUB International (Dallas, TX)
- …broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 ... for a motivated individual to join our Retirement Plan Specialist ("RPS") Team. The RPS role acts as a...to work in a team-oriented environment. Candidates will provide investment guidance, and counsel employees on their options. The… more
- Wells Fargo (Irving, TX)
- …of law, rules and regulations regarding Financial Crimes that are integral to Wealth and Investment Management. + Understanding of the ever-evolving governance ... **About this role:** Wells Fargo is seeking a Senior Independent Testing Specialist in Financial Crimes Independent Testing & Validation (IT&V) group within the… more
- HUB International (Fort Worth, TX)
- …broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than ... **Position Summary:** The Billing Specialist is responsible to complete agency bill invoicing...on applicable workflows and service level standards + Provide support to account servicing teams that have questions on… more
- S&P Global (Dallas, TX)
- …Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. Acting as an agent is a varied and ... Impact:** **The Impact:** S&P Global is seeking a motivated Specialist for Agent Services to work within the team...lines to drive continued progress of the regions to support the global operating model and local client base.… more
- Broadridge Financial Solutions (Coppell, TX)
- …is critical to our communications platform within Broadridge, backed by significant investment and is highly visible across the organization. We are guided by ... with Munits, Exceptional handling and various mule core components. + Integration specialist having real-time experience with multiple Mule connectors such as HTTP… more