San Antonio, Texas, United States · Hybrid
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 t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
San Antonio, Texas, United States · Remote Solely
At Primerica, we help families achieve financial independence by empowering them to earn more income, become properly protected, and achieve a debt-free lifestyle. Our mission is to provide financial solutions that build…
Skills: Lead Generation, Networking, Sales, Client Relationship Management, Marketing
Moore, Oklahoma, United States · On-site
Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions…
Skills: SBA Lending, Business Development, Loan Structuring, Underwriting, Customer Service
San Antonio, Texas, United States · Hybrid
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 t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
San Antonio, Texas, United States · Hybrid
JLL empowers you to shape a brighter way. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring …
Skills: Project Management, Financial Analysis, Strategic Thinking, Client Relationship Management, Data Visualization
San Antonio, Texas, United States · Hybrid
At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better wor…
Skills: Data Architecture, Data Engineering, Cloud Data Modernization, Data Mesh, Data Fabric
San Antonio, Texas, United States · On-site
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of …
Skills: Customer Service, Fraud Detection, Call Handling, Problem Solving, Communication
San Antonio, Texas, United States · On-site
Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-…
Skills: Client Relationship Management (CRM), Financial Reporting, Portfolio Rebalancing, Securities Industry Regulations, Investment Concepts
San Antonio, Texas, United States · On-site
$12/hr–$15/hr
Address: 1621 Culebra Rd. San Antonio, Texas 78201 Brand: EZPawn Pay range is based on experience from $12.50 – $15.00 per hour. We want you to join us for a career not a job. At EZCORP we are looking for Team Members to…
Skills: Customer Service, Cashiering, Retail Sales, Interpersonal Communication, Multitasking
San Antonio, Texas, United States · Hybrid
$165k–$315k/yr
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community a…
Skills: Private Credit Analysis, Portfolio Strategy, Due Diligence, Asset Allocation, Risk Management
Austin, Texas, United States · On-site
Job Description It’s about wanting to see others succeed. Do others often ask you for technology advice and assistance? Are you always looking for innovative ways to help people? Does stepping into a leadership role exci…
Skills: API Strategy, API Governance, Microservices Architecture, API Gateway, OAuth2
San Antonio, Texas, United States · On-site
Build a career that’s designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Prof…
Skills: Networking, Financial Planning, Relationship Building, Client Acquisition, Insurance Sales
San Antonio, Texas, United States · Hybrid
Summary Working within a service team of Account Managers, Account Executives, Account Coordinators, Marketing Analysts, and others, along with consultants/sales producers, the Benefits Account Manager plays a key role i…
Skills: Employee Benefits Management, Customer Service, Verbal Communication, Written Communication, Microsoft Excel
Austin, Texas, United States · On-site
Job Description It’s about creating solutions that help people. Are you never satisfied with good enough? Do you always looking for innovative ways to help people? Do you like having the autonomy to build new solutions f…
Skills: Software Architecture, Java, Python, Go, C#
San Antonio, Texas, United States · Hybrid
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 t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
San Antonio, Texas, United States · Hybrid
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 t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
San Antonio, Texas, United States · Hybrid
$85k–$163k/yr
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community a…
Skills: Data Analysis, Product Management, P&C Insurance, Tableau, Excel
San Antonio, Texas, United States · On-site
This job is located at 6040 Ingram Rd., San Antonio, TX 78238 PLS® Overview: Why PLS? Because You Deserve Better!® PLS — which stands for People – Location – Service — is a leading retail provider of financial services. …
Skills: Leadership, Customer Service, Financial Analysis, Recruiting, Staff Development
San Antonio, Texas, United States · On-site
Overview & Responsibilities Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community? If so, please read on! This position earns a com…
Skills: Consumer Loan Origination, Sales, Customer Service, Spanish Fluency, Loan Application Processing
San Antonio, Texas, United States · On-site
Overview & Responsibilities Are you looking for an entry-level position with a clear path to management? Do you want to be part of a growing financial services company that rewards performance and gives back to its commu…
Skills: Sales, Customer Relations, Risk Analysis, Credit Decision Making, Loan Origination
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Provide comprehensive client service support to multiple Financial Advisors by acting as the primary point of contact for client needs. Ensure operational excellence and risk management while promoting the bank's offerings to deepen client relationships.
Requires a high school diploma and a results-oriented, client-centric mindset with the ability to adapt to new technologies. Desired qualifications include FINRA licenses (SIE, Series 7, 66) and proficiency in Microsoft Office and Salesforce.
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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
There are currently 946 open finance & accounting positions in San Antonio, TX listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Frost, Southwest Business Corp, USAA, Randolph Brooks Federal Credit Union, JPMorganChase, among others. Browse the listings above to see every active employer.
Yes — 258 of the 946 open finance & accounting positions offer remote or hybrid work (88 remote, 170 hybrid).
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