3 wealth management client associate jobs found in Plano

Principal Associate, HR Business Partner- Financial Servicing Are you interested in joining a team of best-in-class HR consulting leaders who enable game-changing business results by providing programs and solutions that unleash greatness in our associates? Here at Capital One you have the opportunity to work in an environment in which the business truly values the strategic HR partnership. If you have a passion for shaping the overall people strategy for the business and want to be part of a winning team, then look no further! We work in a business-casual, collaborative environment where one’s contributions are recognized, successes are elevated and effort is rewarded. Capital One provides a fast paced, dynamic environment where you can excel in your career while still maintaining a work life balance that others will desire. We nurture a work environment where people with a variety of thoughts, ideas and backgrounds, guided by our shared Values, come together to make Capital...

Client Services Treasury Management Principal Associate Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 50 miles driving distance from one of our Capital One hubs in Charlotte, NC, Plano, TX, or Richmond, VA.   Are you a seasoned client advocate with a passion for leading people and a drive to transform the commercial banking experience? Capital One is seeking a Principal Associate for our Commercial Client Operations (CCO) team. This is a unique, high-visibility role designed for an individual who is ready to manage a "pod" today with the clear trajectory to promote into a Client Service Manager role within 12–18 months.  You will lead a team in a dynamic, fast-paced environment, balancing risk management with the delivery of an industry-leading experience.   Responsibilities: Team Leadership & Development Manage and...

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As a valued colleague on our team, you will play a pivotal role in promoting and selling Fannie Mae mortgage-related products and services. In this role, you will execute targeted outbound call campaigns to existing Fannie Mae clients to promote, position, and drive adoption of our mortgage-related products, technology solutions, and services. THE IMPACT YOU WILL MAKE The Mortgage Outbound Call Center Sales Associate role will offer you the flexibility to make each day your own while working alongside people who care so that you can deliver on the following responsibilities: Execute targeted outbound call campaigns to promote and...