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17 wealth management specialist jobs found

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SP
Full time
 
Summer Intern, Implementation Specialist / Analyst – Loan Platforms
S&P Global Dallas, TX
About the Role: Grade Level (for internal use): 05 The Team The Loan Platforms suite within S&P Global Market Intelligence provides an electronic ecosystem that streamlines syndicated loan trading, settlement, and operational workflows across market participants. The ecosystem includes ClearPar, the market-leading solution for syndicated loan trade settlement, and ADFlow, which provides secure administrative details and settlement instructions. The ecosystem also includes messaging services that enable straight-through processing (STP) across the trade lifecycle and integration capabilities that connect client systems with the loan settlement platform. These platforms are used by lenders, agent banks, custodians, trustees, borrowers, and legal professionals to automate loan trade affirmation, confirmation, and settlement processes while reducing operational risk and improving settlement efficiency. The Impact: The Implementation Specialist Intern will support the...

Apr 18, 2026
Walmart
Part time
 
(USA) Member Specialist
Walmart San Antonio, TX
Position Summary... What you'll do... Provides member service. Maintains the checkout area. Resolves member issues and concerns. Promotes Sam's Club products and services. Provides guidance and support to members regarding self-service technology. Processes member purchases. Assists with payments, returns, refunds, and exchanges according to company policies and procedures for different membership and payment types. Follows company safety standards, procedures, and guidelines, including conducting safety sweeps. Follows proper procedures for handling merchandise. Corrects and reports unsafe situations to facility management. Maintains entrance areas. Acknowledges members, verifies membership cards, and identifies member needs. Assists members with purchasing decisions. Locates merchandise. Resolves member...

Apr 22, 2026
Walmart
Part time
 
Member Specialist Part Time
Walmart Austin, TX
Position Summary... What you'll do... Provides member service. Maintains the checkout area. Resolves member issues and concerns. Promotes Sam's Club products and services. Provides guidance and support to members regarding self-service technology. Processes member purchases. Assists with payments, returns, refunds, and exchanges according to company policies and procedures for different membership and payment types. Follows company safety standards, procedures, and guidelines, including conducting safety sweeps. Follows proper procedures for handling merchandise. Corrects and reports unsafe situations to facility management. Maintains entrance areas. Acknowledges members, verifies membership cards, and identifies member needs. Assists members with purchasing decisions. Locates merchandise. Resolves member...

Apr 22, 2026
Walmart
Part time
 
(USA) Member Specialist
Walmart San Antonio, TX
Position Summary... What you'll do... Provides member service. Maintains the checkout area. Resolves member issues and concerns. Promotes Sam's Club products and services. Provides guidance and support to members regarding self-service technology. Processes member purchases. Assists with payments, returns, refunds, and exchanges according to company policies and procedures for different membership and payment types. Follows company safety standards, procedures, and guidelines, including conducting safety sweeps. Follows proper procedures for handling merchandise. Corrects and reports unsafe situations to facility management. Maintains entrance areas. Acknowledges members, verifies membership cards, and identifies member needs. Assists members with purchasing decisions. Locates merchandise. Resolves member...

Apr 22, 2026
Walmart
Part time
 
(USA) Member Specialist
Walmart McAllen, TX
Position Summary... What you'll do... Provides member service. Maintains the checkout area. Resolves member issues and concerns. Promotes Sam's Club products and services. Provides guidance and support to members regarding self-service technology. Processes member purchases. Assists with payments, returns, refunds, and exchanges according to company policies and procedures for different membership and payment types. Follows company safety standards, procedures, and guidelines, including conducting safety sweeps. Follows proper procedures for handling merchandise. Corrects and reports unsafe situations to facility management. Maintains entrance areas. Acknowledges members, verifies membership cards, and identifies member needs. Assists members with purchasing decisions. Locates merchandise. Resolves member...

Apr 22, 2026
Walmart
Part time
 
(USA) Member Specialist
Walmart North Richland Hills, TX
Position Summary... What you'll do... Provides member service. Maintains the checkout area. Resolves member issues and concerns. Promotes Sam's Club products and services. Provides guidance and support to members regarding self-service technology. Processes member purchases. Assists with payments, returns, refunds, and exchanges according to company policies and procedures for different membership and payment types. Follows company safety standards, procedures, and guidelines, including conducting safety sweeps. Follows proper procedures for handling merchandise. Corrects and reports unsafe situations to facility management. Maintains entrance areas. Acknowledges members, verifies membership cards, and identifies member needs. Assists members with purchasing decisions. Locates merchandise. Resolves member...

Apr 21, 2026
Walmart
Part time
 
(USA) Member Specialist
Walmart McAllen, TX
Position Summary... What you'll do... Provides member service. Maintains the checkout area. Resolves member issues and concerns. Promotes Sam's Club products and services. Provides guidance and support to members regarding self-service technology. Processes member purchases. Assists with payments, returns, refunds, and exchanges according to company policies and procedures for different membership and payment types. Follows company safety standards, procedures, and guidelines, including conducting safety sweeps. Follows proper procedures for handling merchandise. Corrects and reports unsafe situations to facility management. Maintains entrance areas. Acknowledges members, verifies membership cards, and identifies member needs. Assists members with purchasing decisions. Locates merchandise. Resolves member...

Apr 21, 2026
Walmart
Full time
 
Member specialist
Walmart San Angelo, TX
Position Summary... What you'll do... Provides member service. Maintains the checkout area. Resolves member issues and concerns. Promotes Sam's Club products and services. Provides guidance and support to members regarding self-service technology. Processes member purchases. Assists with payments, returns, refunds, and exchanges according to company policies and procedures for different membership and payment types. Follows company safety standards, procedures, and guidelines, including conducting safety sweeps. Follows proper procedures for handling merchandise. Corrects and reports unsafe situations to facility management. Maintains entrance areas. Acknowledges members, verifies membership cards, and identifies member needs. Assists members with purchasing decisions. Locates merchandise. Resolves member...

Apr 20, 2026
Walmart
Part time
 
(USA)Member Specialist
Walmart Friendswood, TX
Position Summary... What you'll do... Provides member service. Maintains the checkout area. Resolves member issues and concerns. Promotes Sam's Club products and services. Provides guidance and support to members regarding self-service technology. Processes member purchases. Assists with payments, returns, refunds, and exchanges according to company policies and procedures for different membership and payment types. Follows company safety standards, procedures, and guidelines, including conducting safety sweeps. Follows proper procedures for handling merchandise. Corrects and reports unsafe situations to facility management. Maintains entrance areas. Acknowledges members, verifies membership cards, and identifies member needs. Assists members with purchasing decisions. Locates merchandise. Resolves member...

Apr 20, 2026
Pr
Full time
 
Senior Commercial Loan Servicing Specialist, PGIM – Real Estate ( Hybrid, Dallas/ TX)
Prudential Dallas, TX
Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers!  If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do Our Real Estate Loan Services team is seeking a Commercial Loan Servicing Specialist...

Feb 28, 2026
Bank of America
Full time
 
Private Client Advisor
Bank of America Houston, TX
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to...

Feb 26, 2026
Bank of America
Full time
 
Private Client Advisor II- Austin, TX
Bank of America Austin, TX
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to...

Feb 26, 2026
Bank of America
Full time
 
Investment Management Specialist
Bank of America San Antonio, TX
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Feb 26, 2026
Pr
Full time
 
PGIM Real Estate -Accounting Specialist
Prudential Dallas, TX
Job Classification: Finance & Accounting - Finance & Accounting GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers!  If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do: The PGIM Real Estate Loan Servicing business, has an immediate...

Feb 19, 2026
Bank of America
Full time
 
Investment Management Specialist
Bank of America San Antonio, TX
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Jan 21, 2026
Bank of America
Full time
 
Private Client Advisor
Bank of America Houston, TX
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to...

Dec 11, 2025
Bank of America
Full time
 
Private Client Advisor II- Austin, TX
Bank of America Austin, TX
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to...

Dec 11, 2025
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