Associate Client Advisor jobs in Dallas, TX
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REGISTERED INVESTMENT ADVISOR (RIA) CLIENT SERVICE ASSOCIATE
Create systems to track and set up investment transfers. Research financial products on the Internet. Generate reports, such as position statements, for advisors meetings with clients. Service client accounts. Process phone calls...
| Company | Cottonwood Capital Advisors |
|---|---|
| Address | Irving, TX |
| Category | Retail |
| Salary | $50,000 - $55,000 a year |
| Job type | Full-time |
| Date Posted | a week ago See detail |
Registered Investment Advisor (RIA) Client Service Associate
Cottonwood Capital Advisors
Irving, TX
$50,000 - $55,000 a year
Create systems to track and set up investment transfers. Research financial products on the Internet. Generate reports, such as position statements, for advisors meetings with clients. Service client accounts. Process phone calls...
a week ago seen See more...
- View all - jobs in Irving, TX
Associate IT Client Support Analyst
Medical City Children's Hospital
Dallas, TX
Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transporta...
2 months ago seen See more...
- View all - jobs in Dallas, TX
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