- Bank of America (Austin, TX)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through...Communications **Required Qualifications:** + FINRA Securities Industry Essentials (SIE), Series 7 , 63/65 or 66 + Displays… more
- JPMorgan Chase (Katy, TX)
- …+ 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 (San Antonio, TX)
- …and 63 within 180 days of employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and 63 within 120 days of employment. ... Experienced in preparing detailed business plans with focus on client and prospect prioritization and targeting - Responsible for...Derivatives - SIE, Series 7 and 63 within 120 days… more
- Wells Fargo (Houston, TX)
- …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
- JPMorgan Chase (Southlake, TX)
- …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 ... **Short Description** As a Private Client Banker, you are the point of contact...of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a… more
- Cardinal Health (Lewisville, TX)
- …methods. + Demonstrates appropriate interpersonal skills to manage and deliver exceptional customer service . + Talk clients through a series of actions, either ... **_What IT Client Support contributes to Cardinal Health_** IT ...hardware and software. + Address user tickets within documented service levels + Diagnose and troubleshoot technical issues, including… more
- Kestra Financial (Cypress, TX)
- …experience in the independent financial services culture preferred Certificates, Licenses, Registration + Series 7 and 63 preferred + Series 65/66 preferred ... Lead Advisor of a large book of business, including managing client needs regarding service , asset allocation, case design, and financial planning + Consult with… more
- Bank of America (San Antonio, TX)
- …Management + Customer Service Management + Process Simplification **Required Qualifications:** + ** Series 7 , 63/65 or 66 or equivalent; must obtain all state ... action up to and including termination. Requirements: Either SIE, Series 7 and 66 registrations or SIE,...Business Manager to develop, implement, and monitor the teams client service model. **Skills:** + Account Management… more
- Bank of America (Fort Worth, TX)
- …with terms and conditions set forth in the offer letter.** **You must achieve your SIE, Series 7 and Series 63 licensing with 240 days of your start ... that you'll need to successfully obtain your industry licenses (Security Industry Essentials SIE, Series 7 and Series 63 licensing). These credentials along… more
- Citigroup (San Antonio, TX)
- …+ Exceptional critical thinking / problem solving skills to immediately address escalated client issues + Superior client service proficiency including ... The Wealth Service Escalation Specialist is considered a subject matter...and relationship building skills (Banking, Cards, Mortgage, etc.) + Series 7 and 63 Licenses required at… more
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