- Bank of America (Evansville, IN)
- …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...Intelligence + Referral Identification + Written Communications + SIE, Series 7 & Series 66 or 63/65… more
- Citigroup (New York, NY)
- …control environment: + **Leadership Management:** Leading a team proficient in client service , operational process management, Know-Your-Customer (KYC), and ... **Executive Summary** The Client Experience Group Manager is a leadership role...development. Overseeing day-to-day servicing and processing activities, ensuring high service levels and compliance with policies, procedures, and regulations.… more
- Vanguard (Scottsdale, AZ)
- …+ Excellent communication and interpersonal abilities. + Commitment to delivering exceptional client service . + Ability to manage ambiguity and utilize resources ... About this job: Are you a FINRA Series 7 and 63 licensed professional with a...service . + Educate clients on Vanguard's product and service offerings to enhance the client experience… more
- JPMorgan Chase (Columbus, OH)
- …and organizational skills in deadline-driven environments + Motivated self-starter focused on client service , able to work independently and as part of ... to legal, line of business senior management, sales and service teams in Funds impacted by the contract process...or in coordination with internal sales team to address client inquiries and respond to information requests + Become… more
- Kestra Financial (Bellaire, TX)
- …communication skills * Ability to prioritize tasks and meet deadlines * Strong client service orientation * Outgoing, friendly personality a plus * Familiarity ... distributions, Roth conversions, and other transactions. . Respond to client inquiries. . Scheduling meetings with clients. . Assist...Degree preferred * Active 7, 63 and 65, or Series 7 and 66 preferred * Texas Insurance License… more
- Bank of America (Boca Raton, FL)
- …and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a key team member leading ... Registered Wealth Management Client Associate Boca Raton, Florida **To proceed with...most frequent point of contact with Merrill. Fully registered ( Series 7, 63, 65, & 66). Partial registration may… more
- Charles Schwab (Appleton, WI)
- …**What you have** **Required Qualifications:** + 1+ years of Client /Customer Service experience **Preferred Qualifications:** + Previous experience ... quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to...have the opportunity to bring your passion for customer service to a role and a firm that will… more
- JPMorgan Chase (San Diego, CA)
- …to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service . + The Securities Industry Essential (SIE) exam, FINRA ... At JPMorgan Private Client , we are devoted to providing distinguished experiences that resonate with our...Series 7, and FINRA Series 66 (or 63 and 65) are… more
- JPMorgan Chase (Whittier, CA)
- …in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Client Advisors. Your role will encompass the efficient management… more
- Raymond James Financial, Inc. (Jackson, MI)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... Manage and deepen client relationships with effective, proactive communication and personalized attention...spreadsheets, and databases **Licenses/Certifications** **Licenses/Certifications (preferred)** + SIE + Series 7 + Series 63, 65 and/or… more