- 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...that an exemption or grandfathering cannot be applied. + Series 7 required. + Series … more
- 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
- 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 ... **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
- 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 ... 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
- TEKsystems (Fort Worth, TX)
- …about trading, moving money, etc. Average 30 calls per day Skills Trade Desk, customer service , Brokerage Experience, Series 7 , Series 63, series ... Trade Desk, Mutual Fund Trader, incoming call center, 100% service , work with field office/financial advisors and client... 66, call center Top Skills Details Trade Desk,customer service ,Brokerage Experience, Series 7 , Series … more
- Bank of America (Towson, MD)
- …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
- 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 ... a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + **Build your network.**...first to meet their evolving needs. **Required skills** + Series 7 , and 66 or equivalent (if… more
- TEKsystems (Fort Worth, TX)
- … and advisor interactions Qualifications: Education: Bachelor's degree or equivalent work experience Series 7 and 66 (or equivalent) required Work Experience: 2+ ... hub for clients and partners, emphasizing a culture of client -focused service and high ethical standards. The...of experience in brokerage and investment trading preferred. Certifications: Series 7 and 66 (or equivalent) required.… 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 ... We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive...and State rules and regulations required. * Licenses requirement: Series 7 Pay and Benefits The pay… more
- Bank of America (Chandler, AZ)
- Small Business National Financial Solutions Advisor ( Series 7 and 66 Required) Chandler, Arizona;Jacksonville, Florida **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Small-Business-National-Financial-Solutions-Advisor-- Series - 7 -Required-\_25030382) **Job Description:** At Bank of America,… more
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