- JPMorgan Chase (Chicago, IL)
- …College degree or equivalent experience + Minimum 3 years of client service experience + FINRA Series 7 and Series 63 licenses required (or must ... The Client Service Associate is the primary...The Client Service Associate is the primary point of contact...This role is responsible for establishing, maintaining, and building client relationships. The Client Service … more
- Thrivent Financial (Crete, IL)
- …thrives working not only independently but also with a team. The Securities 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
- Bank of America (Chicago, IL)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... + Displays advancedindustry knowledge and understanding of investment products **Desired Qualifications:** + Series 7 , 63/65 or 66 + Energetic individual that is… more
- JPMorgan Chase (Naperville, 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
- JPMorgan Chase (Woodridge, 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
- PNC (Peoria, IL)
- …) may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 , 66 (or 63 & 65) required. Life and ... strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.Differentiates client experience through… more
- Wells Fargo (Chicago, IL)
- …and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + ... US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Kestra Financial (Deerfield, IL)
- …estate planning. Being a "full service " firm allows for us to better service our client needs from personal investing and retirement planning to life ... messages appropriately and according to firm guidelines. + Manage client needs regarding processing, service , and problem...direct control + Smartoffice CRM knowledge a plus + Series 6 and 63 or 7 and… more
- Robert Half Finance & Accounting (Chicago, IL)
- …are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly ... Requirements: + Bachelor's degree + Minimum of 4+ years relevant experience + FINRA Series 7 and 66 licenses strongly preferred + Familiarity with estates… more
- JPMorgan Chase (Highland Park, IL)
- …if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required) and Life ... tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main...of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a… more