- Bank of America (Northbrook, IL)
- …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
- JPMorgan Chase (Chicago, IL)
- If you are a collaborative team member, solutions orientated and delivers premier client service , JP Morgan is the place for you! As a Client Service ... 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
- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the primary...Team functions. **Required qualifications, capabilities, and skills:** + FINRA Series 7 and Series 63 ... This role is responsible for establishing, maintaining, and building client relationships. The Client Service Associate works in a team-oriented environment… more
- Thrivent Financial (Crete, IL)
- …who thrives working not only independently but also with a team. The Client Service Administrator's main responsibilities will include providing client ... service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors...or be interested in attaining securities registration with SIE, Series 7 and Series 66… more
- Raymond James Financial, Inc. (Chicago, IL)
- …who thrives in a collaborative environment and is passionate about delivering exceptional client service . As a key member of our expanding group, you'll ... We are seeking to add a **Senior** **R** **egistered Client Relationship Associate** to join our growing, high-performing financial...that an exemption or grandfathering cannot be applied. + Series 7 required. + Series … more
- Charles Schwab (Northbrook, IL)
- …licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If ... **What you have** **Required Qualifications:** + 1+ years of Client /Customer Service experience **Preferred Qualifications:** + Previous...employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses + Ability… more
- JPMorgan Chase (Chicago, IL)
- …our customers and our business Required qualifications, capabilities and skills: + A valid and active Series 7 and Series 66 license is required - If you ... during the crucial initial 120 days of a new client relationship, aiming to fulfill their comprehensive service...and active Securities Industry Essential (SIE) exam + FINRA Series 9/10 (or equivalent) is required or ability to… more
- JPMorgan Chase (Burr Ridge, IL)
- …in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 120… more
- PNC (Chicago, IL)
- …and 63 within 180 days of employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and 63 within 120 days of employment. ... specific product(s) or transaction(s) and managing and developing select client relationships. Provides superior client experience. Ensures...Derivatives - SIE, Series 7 and 63 within 120 days… more
- JPMorgan Chase (Worth, IL)
- …+ Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
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