- Bank of America (Jacksonville, FL)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Jacksonville, Florida **To proceed with your application, you must be at least 18 ... where the representative is expected to take several inbound service calls daily to solve for financial needs. Key...pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.… more
- Bank of America (Destin, FL)
- …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
- Truist (Weston, FL)
- …and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. 6. Exceptional telephone ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …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
- Raymond James Financial, Inc. (Ponte Vedra Beach, FL)
- …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
- Raymond James Financial, Inc. (Clearwater, FL)
- …industry or related work experience preferred. + Sie/ Series 7 and Series 66 preferred + Experience in using Client Relationship Management software + ... Financial Service Industry, Thakar Financial LLC is seeking a dynamic Client Service Associate who is looking to join this growing team. This ideal candidate… more
- JPMorgan Chase (Miami, FL)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching ... all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on ...qualifications, capabilities, and skills** + FINRA Securities Industry Essentials, Series 7 and Series 63… more
- Charles Schwab (Boca Raton, FL)
- …This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and ... quo" and transform the finance industry together._ As a Client Relationship Manager, (CRM), you play an essential and...or equivalent work-related experience + A valid and active Series 7 license required + A valid… more
- Bank of America (Winter Park, FL)
- …often serve as the most frequent point of contact with Merrill. Fully registered ( Series 7 , 63, 65, & 66). Partial registration may be considered. **Specific ... multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a...the role:** + Candidates are **required** to currently hold Series 7 & 66 or 63/65 +… more
- Aegon Asset Management (FL)
- …Qualifications + Bachelor's degree in a related field or equivalent business experience. + FINRA Series 6 or 7 . + FINRA Series 63 or obtain within ... Brand, and Government and Policy Affairs. Transamerica employs nearly 7 ,000 people. It's part of Aegon, an integrated,...on-site support, educational and advisory services for a major client at one or more locations. Ensures that overall… more