- Bank of America (Fort Worth, TX)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort Worth, Texas **To proceed with your application, you must be at least 18 years ... 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
- Nuveen Investments (Dallas, TX)
- **Wealth Client Relationship Mgmt** The Wealth Client ...7 + Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; ... to ensure that team members are delivering high quality service to clients. **Key Responsibilities and Duties** + Develops...in wealth management or financial services + FINRA registrations: Series 7 and either Series … more
- Bank of America (The Woodlands, TX)
- …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
- JPMorgan Chase (Plano, TX)
- …Self-Directed Investing, Chase Private Client , and the JP Morgan Private Bank. As a Client Service Leader within the JP Morgan Wealth Management Client ... The JP Morgan Wealth Management Service Center Team: Our investment professionals work in...(wrap) accounts, and employee benefit programs required + FINRA Series 7 , 63 (or equivalent) required, and… more
- Truist (Fort Worth, TX)
- …the features and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses (or 63 & 65 in ... 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. (Fort Worth, TX)
- …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
- JPMorgan Chase (Houston, TX)
- 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
- Woodforest National Bank (The Woodlands, TX)
- The Registered Client Service Associate works under general supervision, using specialized knowledge and skills obtained through experience and/or formal ... client relationships while assisting Financial Advisors with efficient, quality client service . Maintains extensive contact with internal and external… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... is highly organized, detail-oriented, and committed to delivering exceptional client service . The Senior Client ...leadership experience is a plus. Licenses & Certifications + Series 7 and 65/66 licenses preferred (or… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a **International Client Service Specialist** , you will service international (non-US residents) and domestic clients with all a ... write, and speak in Spanish or Mandarin/Cantonese. + FINRA Series 7 and 63 licenses required +...63 licenses required + 1-2 years of experience in Client Service , Financial Services and/or Brokerage Services… more