- 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 (Chandler, AZ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Chandler, Arizona **To proceed with your application, you must be at least 18 years ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Consumer-Investments Investment-Specialist-Trainee--Obtain-SIE- Series -7 66-\_25036654) **Job Description:** At Bank of America, we… more
- TEKsystems (Fort Worth, TX)
- Description MUST HAVE A SERIES 24 Applying detailed industry/product knowledge and functional expertise, a Licensed Investment Operations Representative will: ... and direct at fund accounts. Resolve and respond to advisor/ client inquiries communicating concepts and strategies in simple and...responsibilities for purposes of cross-training and career development Skills series 7, series 63, series … 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 ... Life Services Financial Solutions Advisor ( Series 7 & 66 required) Chandler, Arizona **To...when inheriting assets. By developing a relationship with the client , Financial Solutions Advisors can engage clients in goals-based… more
- Bank of America (Pennington, NJ)
- National Financial Solutions Advisor I (Pennington, NJ) ( Series 7 Required) Pennington, New Jersey **To proceed with your application, you must be at least 18 years ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pennington/National-Financial-Solutions-Advisor-I--Pennington--NJ Series -7-Required-\_25036860) **Job Description:** At Bank of America, we're creating… 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 **To...them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on… more
- Raymond James Financial, Inc. (Savannah, GA)
- …and operating statements. + Researches and resolves complex problems relating to client accounts and inquiries. + Assists Branch Manager in disseminating information ... lead others in providing a high level of customer service in a calm and professional manner, constantly projecting...that an exemption or grandfathering cannot be applied. + Series 7, 9 & 10 required. + Series… more
- Bank of America (San Francisco, CA)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded...the role:** + Candidates are **required** to currently hold Series 7 AND Series 66 (or … more
- Bank of America (Salt Lake City, UT)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions...delegating team work. **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or … more
- Bank of America (Albuquerque, NM)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partner closely with advisor teams to deliver a branded client service model focusing on digital solutions...policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or … more