Full-Time Client Onboard Specialist jobs in Plano, TX
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INVESTMENT OPERATIONS CLIENT SUPPORT SPECIALIST
Process all new account paperwork for CWA recommended investment programs. Process all service requests for existing accounts on CWA recommended investment programs. Manage closing accounts. Serve as onsite point of contact betwee...
| Company | Cain Watters And Associates |
|---|---|
| Address | Frisco, TX |
| Category | Information Technology |
| Salary | $55,000 - $70,000 a year |
| Job type | Full-time |
| Date Posted | 2 weeks ago See detail |
Investment Operations Client Support Specialist
Cain Watters And Associates
Frisco, TX
$55,000 - $70,000 a year
Process all new account paperwork for CWA recommended investment programs. Process all service requests for existing accounts on CWA recommended investment programs. Manage closing accounts. Serve as onsite point of contact betwee...
2 weeks ago seen See more...
- View all - jobs in Frisco, TX
Corporate Employee Benefits & Investments - Client Development Specialist
Bank Of America
Dallas, TX
Partnering with Corporate Banking Client Managers, ECRT, GWIM Financial Advisors, and Financial Wellness Partners to identify and evaluate existing clients for the Program. Managing processes for gathering information (ex., Deposi...
a month ago seen See more...
- View all - jobs in Dallas, TX
Client Support Specialist
Arteriors Home
Lewisville, TX
$19 - $23 an hour
You enjoy helping people. You get a thrill out of leading people in the right direction. You are calm and collected under pressure. You think on your feet while ensuring the best possible level of service. You are motivated and dr...
4 weeks ago seen See more...
- View all - jobs in Lewisville, TX
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