- Raymond James Financial, Inc. (Memphis, TN)
- …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...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- JPMorgan Chase (Chicago, IL)
- …capabilities, and skills:** + College degree or equivalent experience + Minimum 3 years of client service experience + FINRA Series 7 and Series ... 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
- Bank of America (Towson, MD)
- …follow up in Sales Force, and track all actions/activities to ensure highest level of client service **Required Qualifications:** + Series 7, 63/65 or 66 or ... development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment… more
- Raymond James Financial, Inc. (Carson City, NV)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Bank of America (Charlotte, NC)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Charlotte, North Carolina **To proceed with your application, you must be at least 18 ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Consumer-Investments Investment-Specialist-Trainee--Obtain-SIE- Series -7-66-\_25020523) **Job Description:** At Bank of America, we are… more
- TEKsystems (Fort Worth, TX)
- … 7, 63 &/OR 66 Trade Desk, Mutual Fund Trader, incoming call center, 100% service , work with field office/financial advisors and client facing Taking calls from ... about trading, moving money, etc. Average 30 calls per day Skills Trade Desk, customer service , Brokerage Experience, Series 7, Series 63, series 66,… more
- Bank of America (Lincoln, RI)
- National Financial Solutions Advisor I (Lincoln, RI) ( Series 7 Required) Lincoln, Rhode Island **To proceed with your application, you must be at least 18 years of ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lincoln/National-Financial-Solutions-Advisor-I--Lincoln--RI Series -7-Required-\_25032557) **Job Description:** At Bank of America, we're creating… more
- TEKsystems (Fort Worth, TX)
- …is the main support hub for clients and partners, emphasizing a culture of client -focused service and high ethical standards. The Trade Desk Representative role ... development, training, documentation, and process improvement. Responsibilities: Provide exceptional service with a strong client focus. Maintain integrity… more
- Bank of America (Chandler, AZ)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... Small Business National Financial Solutions Advisor ( Series 7 and 66 Required) Chandler, Arizona;Jacksonville, Florida **To proceed with your application, you must… more
- TEKsystems (San Diego, CA)
- Hybrid 1 day on-site opening! Must have Active Series 7! Description Our Supervision Support Professionals provide superior customer service as the first line of ... We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive...regulated environment * Minimum 1 year of recent customer service experience * Excellent oral and written communication skills.… more