- TEKsystems (San Diego, CA)
- Hybrid 1 day on-site opening! Must have Active Series 7! Description Our Supervision Support Professionals provide superior customer service as the first line of ... We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive...regulated environment * Minimum 1 year of recent customer service experience * Excellent oral and written communication skills.… more
- Bank of America (Los Angeles, CA)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded...the role:** + Candidates are **required** to currently hold Series 7 AND Series 66 (or … more
- Bank of America (San Diego, CA)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions...delegating team work. **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or … more
- Bank of America (Walnut Creek, CA)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partner closely with advisor teams to deliver a branded client service model focusing on digital solutions...policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or … more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series 7 ... support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities for retirement… more
- Raymond James Financial, Inc. (San Diego, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Overview: A boutique wealth management firm is seeking a Client Service Associate to join its growing team. With a strong foundation built on over 15 ... + Serve as the primary point of contact for client service needs + Assist clients with...of financial products and services + Licenses such as Series 7 and 66 are a plus but not… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Overview: A boutique financial advisory firm is seeking a Client Service Associate to join its close-knit, client -focused team. With a strong ... and values continuous learning and growth. Position Summary: The Client Service Associate will play a key...of financial products and services + Licenses such as Series 7 and 66 are a plus but not… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …quality of our work. The Opportunity They are looking for a proactive and detail-oriented Client Service Associate to join our growing team. This role is central ... + Bachelor's degree + 2+ years of experience in client service , preferably in financial services or...LPL) + Familiarity with financial products and services + Series 7 and 66 licenses (preferred but not required)… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description About the Role Are you passionate about delivering exceptional client service in a people-first environment? As a Client Service Associate, ... You Bring + Bachelor's degree + 2+ years of client service experience in financial services or...a plus) + Ability to multitask, prioritize, and manage client needs + Series 7 and 66… more
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