Manager II, Investment Services - San Antonio

To plan manage and direct the operations of Navy Federal Investment Services overseeing team growth and territory optimization. · ...

Why USAA? · At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. · Embrace a fulfilling career at USAA, ...

Why USAA? · At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. · Embrace a fulfilling career at USAA, ...

We are seeking a talented individual to join our MAPS team at Mercer. This role will be based in Lisbon. The Client Servicing Analyst is responsible for providing a high level of client service and administration work for internal consultants and clients globally. · This role sup ...

+Wealth Specialist promotes Victory Capital's investment products and determines which investment products meet the needs of customers. The role involves advising customers on the advantages and disadvantages of different investment products, initiating sales strategies, answerin ...

Represent our brand and interact with clients to offer the best investment solutions to meet their financial needs. · A valid and active Series 7 · A valid and active Securities Industry Essential (SIE) exam if registered after October 1, 2018 · ...

We provide exceptional support and issue resolution for clients. We handle customer claims and complaints according to FINRA and firm policy. · We build rapport with clients and utilize Salesforce for communication. · We react to client needs by referring them to licensed investm ...

Who You'll Work With: · We are seeking a San Antonio based Analyst to join our Institutional Client Group Operations & Reporting team in Global Technology & Operations. The Client Group Operations & Reporting Analyst (CGA) resides within AB's Investor Services division, supportin ...

Victory Capital | San Antonio, TX · About Victory Capital · Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialize ...

The J.P. · Morgan Wealth Management Service Center Team:We focus on delivering quality interactions, serving a variety of unique types of accounts and client segments including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank. · ...

A detail-oriented and technologically proficient Investment Operations professional responsible for managing day-to-day investment operations, trading execution, account servicing, billing and reporting functions. This role provides ownership of core operational workflows, includ ...

We are seeking a San Antonio based Client Relationship Associate to join our Client Services Department in Global Technology & Operations. · Answering calls from AB shareholders and investment professionals. · Processing account transactions and updates. · ...

Job summary · Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions Respond to referrals and introductions generated through business partners and digital sources and recommend the best ...

+Under general direction, is responsible for performing professional level work in investment management in the Financial Management Division. · +Maintains continuous contact with the market and executes buy and sell orders. · Interacts with and interviews brokers/dealers. · ...

We have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. · As a Vice President, Operations Manager within our Wealth Management Service team, you will be ...

This role is an entry point into Merrill's Advisor Development Program where candidates will learn foundational skills and progress into becoming a Financial Advisor trainee.The WMCA - ADP plays a crucial support role in providing client service and helping prospects become clien ...

Financial Advisor · Pontem Financial/LPL Financial | San Antonio, TX · About Pontem Financial: · At our firm, we have the client—and only the client—in mind. · Our reasons for becoming financial professionals are deeply personal. We repeatedly saw friends and family struggling to ...

This is part-time remote role for Financial Services Professional providing personalized financial planning and advisory services to help clients achieve their financial goals. · Conducting financial analysisEvaluating insurance optionsMaintaining effective communication with cli ...

The Advisor Development Program Client Associate role is an entry point into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Ad ...

About Pontem Financial: · At our firm, we have the client—and only the client—in mind. · Our reasons for becoming financial professionals are deeply personal. We repeatedly saw friends and family struggling to find the help they needed to map out their financial future. We are co ...