- Charles Schwab (Lexington, MA)
- …Investor Services What you have Required Qualifications: 1+ years of Client /Customer Service experience Preferred Qualifications: Previous experience in ... have the opportunity to bring your passion for customer service to a role and a firm that will...Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and… more
- Charles Schwab (Westlake, TX)
- …the financial services industry and/or securities industry 2+ years in a client service capacity Preferred Qualifications: Bachelor's degree or equivalent work ... You will pursue this mission throughdemonstratingthe ability to consistently handle service levels, client escalations and providing a resolution that… more
- Charles Schwab (Irvine, CA)
- …This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and ... quo" and transform the finance industry together. As a Client Relationship Manager, (CRM), you play an essential and...degree or equivalent work-related experience Active and valid FINRA Series 7, 9/10 and 63 licenses 3+ years' experience… more
- Charles Schwab (Mesa, AZ)
- …including overnight and weekend availability. Preferred qualifications Previous customer service experience Previous client relationship experience Bachelor's ... status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's...need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager… more
- Neuberger Berman (New York, NY)
- …+ SIE, Series 7, and Series 66 required + 2-4 years of client service or support experience in the financial services industry preferred + Proficiency in ... Charles River, Salesforce, and FactSet, is a plus + Strong interpersonal, client service , and communication skills (written and verbal) + Ability to organize,… more
- Jackson National Life Insurance Company (Lansing, MI)
- …Diploma or equivalent required.** **College degree preferred.** **1+ years of customer service experience required.** **FINRA Series 6 license may be required ... and apply through Jobs Hub._** **Job Purpose** **Provides world-class customer service and support to business partners, customers, internal associates and other… more
- Neuberger Berman (Dallas, TX)
- …to the team's success and client satisfaction. **Primary Responsibilities:** + ** Client Service ** : Provide ongoing operational support for the team's ... **Experience & Skills Qualifications:** + 2+ years of proven client service /support or related experience in the...the financial services industry + An undergraduate degree and Series 7 and 66 licenses (required within the first… more
- Neuberger Berman (New York, NY)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... **Summary** The Client Reporting Associate will join a seasoned nine-person...Degree in Finance, Accounting, Business, Science, or Math + Series 7 and 66 licenses within 6 months of… more
- Charles Schwab (Phoenix, AZ)
- …workflows. We value integrity,open communication, strong market knowledge, and a passion for client service .If you want to workwith a firm that is dynamic, ... and non-discretionary wealth management program, passionate about delivering exceptional service to help clients achieve their financial goals. We... client focused, invests in your growth, and values your… more
- Charles Schwab (Westlake, TX)
- …locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth ... investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The… more
