- Woodforest National Bank (The Woodlands, TX)
- …of experience, education, and training required. Formal Education & Certification: . SIE / Series 7 required. . Associate's degree preferred. . Series 63, ... The Registered Client Service Associate works under general supervision, using...of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65 and/or 66 as ... team. Cedar Rapids Raymond James is seeking a Registered Client Service Associate who is a motivated, detail-oriented, and...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (Green Bay, WI)
- …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65 and/or 66 as ... **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including...the financial advisors and branch office + Open new client accounts, process money movement, and research information as… more
- Raymond James Financial, Inc. (Hanover, NH)
- …**Licenses/Certifications** * SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 required. * Series 63, 65 and/or 66 as ... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (Orlando, FL)
- …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied + Series 7 required + Series 63, 65 and/or 66 as ... clients. As our team expands, we are seeking a Client Relationship Manager who shares our vision and values....Relationship Manager who shares our vision and values. The Client Relationship Manager fosters and deepens client … more
- JPMorgan Chase (Newark, DE)
- …and services **Required qualifications, capabilities, and skills** + FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the ... a collaborative team member, solutions orientated and delivers premier client service, JP Morgan is the place for you!...JP Morgan is the place for you! As a Client Service Associate within the US Private Bank at… more
- JPMorgan Chase (Westerville, OH)
- …foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license + If you were registered after October 1, 2018 ... If you are passionate about client experience and goals driven planning, then our...Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license… more
- Raymond James Financial, Inc. (Orlando, FL)
- …**Licenses/Certifications** * SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 required. * Series 63, 65 and/or 66 as ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
- TIAA (Frisco, TX)
- ** Client Outreach Retention Consultant** The Client ...Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 6 or 7 ; Series ... (NCC) and advisory business partners and is responsible for resolving client questions, educating clients regarding investment options and requirements, facilitating… more
- JPMorgan Chase (Chicago, IL)
- …resources + Required have or be able to obtain within the first 120 days Series 7 ; Series 63 (or 66) **Preferred qualifications, capabilities and skills** ... world. **Job Summary** As an Asset Management - Internal Client Advisor - Associate within the Workplace Retirement team,...plans to grow territory sales.** + **Prepare and deliver client presentations in partnership with Bankers from Initial thru… more
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