- 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 ... We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive...and State rules and regulations required. * Licenses requirement: Series 7 Pay and Benefits The pay… 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… 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… 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… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE...of direct client services experience required * FINRA Series 7 and 63 or 66 licenses * ... 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...that an exemption or grandfathering cannot be applied. + Series 7 required. + Series … 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… 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… 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… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …preferred) and broker-dealer platforms (LPL a plus) + Ability to multitask, prioritize, and manage client needs + Series 7 and 66 licenses preferred but not ... Description About the Role Are you passionate about delivering exceptional client service in a people-first environment? As a Client Service Associate,… more
Recent Jobs
-
Sr. Applied Scientist, ML, Amazon Robotics
- Amazon (North Reading, MA)
-
Lab Assistant (Phlebotomist) - Part Time
- Northern Light Health (Yarmouth, ME)