4 jobs found in Plano, TX

Ameriprise Financial Step into an instrumental role with a premier financial planning and wealth management practice. Help conduct the smooth operation of a fast-paced, independent financial advisory practice of Ameriprise Financial. As a Client Service Coordinator, you will be a part of a fast-paced environment on a small, highly reciprocal team of 15-20 professionals. You will play an integral role in the success of the Azimont Group by delivering extraordinary and consistent service experiences, detailed financial planning and advice, and excellent client communication. We value integrity, open communication, a strong desire to learn, and a passion for client service. We put our clients at the center of everything we do. By getting to know our clients on a personal level, we are able to understand what's truly important to them - their "why." Only then can we work with them to create individualized plans to help them reach their specific goals. The Client Service...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Loss Mitigation Underwriter is responsible for evaluating and underwriting loss mitigation applications, analyzing financial information and supporting documentation according to investor guidelines and National Servicing Standards to determine the best course of action for delinquent mortgage accounts. This role requires analyzing borrower financial information, assessing risk, and making informed decisions using investor waterfalls and guidelines to mitigate potential losses. The ideal candidate will possess strong analytical skills, a thorough understanding of mortgage underwriting, and the ability...

Fidelity Investments Job Description: The Team Asset Management Compliance ('AMC') works closely with Fidelity's investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the industry. In support of the FMR and Strategic Advisers Sub-Adviser compliance programs, the AMC Sub-Adviser Oversight Team performs initial due diligence on prospective sub-adviser candidates and ongoing oversight of Board approved sub-advisers. We interact frequently with Fidelity control partners, including Legal, Treasurer's...

Fidelity Investments Job Description: The Role Supporting internal (Associates, Compliance Consultants, Managing Directors, and Sales) and external (Plan Sponsors, Outside Legal Counsel, Advisors) business partners with employer calculations and additional testing and Regulatory knowledge and experiences. Educating clients regarding their special testing (General Test, Benefits Rights and Features Test, Average Benefit Test) results Leading the testing service team to find solutions when complex issues or errors arise. Assist in setting proper expectations for new clients (sales) and plan sponsor contacts Building the confidence of clients in Fidelity's services by offering solutions to test failures The Expertise and Skills You Bring Bachelor's Degree Required 5+ years of Defined Contribution client service experience required including consultation, ability to lead through escalated issues, provide sales support and assist in implementing...