3 client account manager jobs at 2 companies in China, TX
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J.P. Morgan Wealth Management – Private Client Advisor - Beaumont, TX
Beaumont, Texas, United States
OnsiteFull Time
2+ YOERequires 2+ years of financial advising or equivalent experience, client acquisition and relationship management success, Series 7, Series 66 or 63/65, and life, health and long-term care insurance license.
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Branch Office Administrator
Orange, Texas, United States
OnsiteFull Time
Provides client service, account management, administrative and operational support, marketing coordination, and financial-services assistance while learning firm technology and processes.
MoneyGuide, Salesforce, Microsoft Office
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Branch Office Administrator - Orange, TX
Orange, Texas, United States
OnsiteFull Time
Requires client service, account management, administrative support, analytical thinking, attention to detail, computer literacy, communication, adaptability, and teamwork; training is provided.
MoneyGuide, Salesforce, Microsoft Office