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94-1687665 Bank of America, National Association

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Relationship Banker
Seen active yesterday Posted Aug 17
Dallas, TX, United States Entry Full Time

Role highlights

  • Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
  • Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through…

PenFed Credit Union

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Retail Banker
Seen active today Posted Aug 4
Dallas, TX, United States Mid Full Time $61.8k/yr

Role highlights

  • The primary purpose of this job is to extend member relationships by offering appropriate financial solutions and services to meet…
  • Experience in financial services and knowledge of financial services industry, products and solutions.

Focus Financial Partners

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Client Service Associate
Seen active today Posted Jul 17
Dallas, TX, United States Entry

Role highlights

  • We are seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team.
  • This individual will play a key role in supporting advisors and serving sophisticated clients by providing investment analysis, wealth tran…

Network Firms

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Client Service Associate
Seen active today Posted Jul 17
Dallas, TX, United States Entry

Role highlights

  • We are seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team.
  • This individual will play a key role in supporting advisors and serving sophisticated clients by providing investment analysis, wealth tran…

94-1687665 Bank of America, National Association

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Relationship Banker - Arlington Market
Seen active yesterday Posted Jul 6
Arlington, TX, United States Mid Full Time $25-26.77/hr

Role highlights

  • Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
  • Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

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Financial Solutions Advisor Registration Candidate Consumer...
Seen active yesterday Posted Aug 5
Dallas, TX, United States Mid Full Time

Role highlights

  • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and m…
  • Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their…

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

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Financial Solutions Advisor - NW Texas Market
Seen active yesterday Posted May 19
Dallas, TX, United States Mid Full Time

Role highlights

  • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeti…
  • Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their…

Scotiabank

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Manager Trade Support
Seen active today Posted Aug 13
Dallas, TX, United States Mid

Role highlights

  • Support Debt Capital Markets Syndicate desk & Equity Derivative Structured Notes desk, develop strong working relationships with the underw…
  • EuroClear & Clearstream, ALERT, CTM Syndicate trade processing, deal accounting and expense tracking Excellent communication and interperso…

Citi

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Director, Wholesale Loan Transaction Management
Seen active today Posted Aug 13
Irving, TX, United States Senior Full Time $200k-300k/yr

Role highlights

  • In this senior leadership role, you will own the end-to-end closing and servicing of complex syndicated and bilateral loan transactions…
  • Manage and actively maintain a deal closing pipeline, coordinating the end-to-end closing of complex loan transactions and lifecycle events…

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

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Financial Solutions Advisor - Ft Worth Market
Seen active yesterday Posted May 11
Mansfield, TX, United States Mid Full Time

Role highlights

  • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeti…
  • Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their…

moomoo

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Futures Operations Manager - Retail Broker Dealer
Seen active today Posted Aug 13
Dallas, TX, United States Mid Full Time $125k-165k/yr

Role highlights

  • Preferred Qualifications Experience supporting retail futures, options, equities, crypto, or other multi-asset brokerage products.
  • Experience with brokerage operations platforms, trading systems, reconciliation tools, and operational reporting.

Hunt

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Associate Real Time Operator - Contract to Hire
Seen active yesterday Posted Aug 18
Dallas, TX, United States Entry Contract

Role highlights

  • Job Description: Hunt Energy Network is seeking an Associate Real Time Operator to support the asset optimization and arbitrage strategies…
  • This dynamic role will be critical in the creation and execution of profitable dispatch strategies as well as optimizing asset…

HedgeServ Corporation

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AML Supervisor
Seen active 2 days ago Posted Aug 14
Dallas, TX, United States Mid

Role highlights

  • Key Accountabilities of the Role Provide support to the AML Compliance Officer in provision of the AML Officer Services Maintain…
  • Assist in testing and overseeing AML/CFT policies, internal controls and operating procedures Perform CDD on outsourced service providers f…

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Strategic Staffing Solutions

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Account Opening & Maintenance Analyst
Seen active today Posted Aug 13
Irving, TX, United States Mid Contract $23/hr

Role highlights

  • This position will process account opening requests, generate required documentation, and coordinate team-specific tasks as requested by th…
  • This position will ensure high quality service delivery through accurate data entry, adherence to compliance policies, and effective cross-…

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APEX Fintech Services LLC

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Operations Specialist (P&S)
Seen active today Posted Aug 12
Dallas, TX, United States Entry Full Time

Role highlights

  • Apex is seeking a detail-oriented and customer-focused Operations Specialist to support daily trade processing and client service within ou…
  • Collaborative Partnership: Comfortable working across Operations, Compliance, and Technology teams to drive issue resolution and process im…

More roles at APEX Fintech Services LLC

Crowell & Moring

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International Trade Analyst (KYC)
Seen active yesterday Posted Aug 7
Dallas, TX, United States Entry $75k-85k/yr

Role highlights

  • Job Summary The International Trade Analyst’s substantive focus will involve matters related to “Know Your Customer” (“KYC”) counterparty d…
  • Conducts foreign investment analyses and assists attorneys with risk assessments.

TEKsystems

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Trade Desk Representative
Seen active today Posted Aug 4
Fort Worth, TX, United States Entry Full Time $58k-63k/yr

Role highlights

  • As a key member of the service team, you will assist clients and financial professionals with trading transactions, account inquiries,…
  • Assist with trade execution, mutual fund transactions, and money movement requests.

More roles at TEKsystems

The Options Clearing Corporation

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Associate, Member Services
Seen active yesterday Posted Aug 4
Dallas, TX, United States Entry Full Time $55k-68.8k/yr

Role highlights

  • Responds frequently to day-to-day, routine Clearing Member inquiries received via phone or email and works on resolution with the departmen…
  • What You'll Do: This role’s primary responsibility is to support Clearing Members by providing exceptionally high levels of service to…

State Street

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Account Operations Principal (Series 24 Required), Assistant Vice...
Seen active today Posted Jul 30
Dallas, TX, United States Senior Full Time $70k-130k/yr

Role highlights

  • This role operates within the Account Operations team and is responsible for the review, approval, and ongoing maintenance of client…
  • The Assistant Vice President serves as a key control point within the operating model, ensuring accounts are established correctly and…

Bank OZK

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Merchant Operations Specialist
Seen active today Posted Jul 28
Dallas, TX, United States Senior Full Time

Role highlights

  • Knowledge, Skills & Abilities Knowledge of regulatory requirements and compliance standards related to merchant operations.
  • Strong interpersonal and communications skills, with the ability to effectively interact with merchants and internal teams.

Scotiabank

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Assistant Manager, Trade Support Fixed Income Middle Office
Seen active today Posted Jul 28
Dallas, TX, United States Entry

Role highlights

  • Performing daily operational activities in support of business lines with a focus on trade life cycle management, trade processing and…
  • The incumbent will be responsible for a broad array of operational duties including, but not limited to, trade life cycle…

Texas Capital Bank

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Deposit Operations Sr Specialist
Seen active 2 days ago Posted Jul 28
Dallas, TX, United States Mid Full Time

Role highlights

  • Brief Overview of Position The Deposit Operations Senior Specialist is responsible for the daily processing of ACH transactions and monitor…
  • The Deposit Operation Senior Specialist will also assist with ACH origination and ACH service setup for the operations department.

More roles at Texas Capital Bank

Wilmington Trust N.A.

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Global Capital Markets Relationship Manager II
Seen active 3 days ago Posted Jul 22
Dallas, TX, United States Mid Full Time $93.8k-156.3k/yr

Role highlights

  • Education and Experience Required: Bachelor's degree and a minimum of 2 years’ client service experience in Global Capital Markets products…
  • Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of ne…

Huntington

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Syndicated Loan Servicing Manager
Seen active today Posted Jul 9
Dallas, TX, United States Mid Full Time

Role highlights

  • This position partners closely with Syndications, Credit, Treasury Management, Technology, Risk, Accounting, and Line of Business teams to…
  • Partners with Syndications, Loan Closing, Treasury, Finance, Technology, and Risk Management to support loan closings, product implementati…

Altruist

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Transfers of Assets Analyst
Seen active yesterday Posted Jul 7
Dallas, TX, United States Mid $59k/yr

Role highlights

  • Your impact Review documentation to confirm if it's in good order Submit electronic and manual transfer requests and follow to…
  • You’ll review incoming and outgoing requests, submit transfers, resolve exceptions, and partner with internal teams and external firms to k…

More roles at Altruist

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