- 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
- Bank of America (Jacksonville, FL)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Jacksonville, Florida **To proceed with your application, you must be at least 18 ... 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 and 63 licenses required. **Travel Required** + Yes, 10 % ... sales goal rather we want you to focus on delivering a Service 1st client experience. Extensive contact with clients via phone. **Essential Duties and… more
- Bank of America (Hunt Valley, MD)
- Life Services Financial Solutions Advisor ( Series 7 & 66 required) Hunt Valley, Maryland **To proceed with your application, you must be at least 18 years of ... and regulatory policies, procedures, and processes **Required Qualifications:** + Series 7 , and 66 or equivalent (required)...client requests and makes referrals to appropriate internal service providers based on client needs and… more
- Bank of America (Chandler, AZ)
- National Financial Solutions Advisor I (Chandler, AZ) ( Series 7 Required) Chandler, Arizona **To proceed with your application, you must be at least 18 years of ... 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
- Raymond James Financial, Inc. (Savannah, GA)
- …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 , 9 & 10 required. + Series 63, 65 ... statements. + Researches and resolves complex problems relating to client accounts and inquiries. + Assists Branch Manager in...lead others in providing a high level of customer service in a calm and professional manner, constantly projecting… more
- Charles Schwab (Westlake, TX)
- …**What you have** + Minimum of 3 years of experience in financial services or client service role + Bachelor's Degree + Series 7 required + Series 66 ... can work independently + Inquisitive, analytical, and strategic thinker + A client service -oriented mindset + High-energy, positive, entrepreneurial in spirit… more
- Citigroup (San Francisco, CA)
- The Client Service Manager accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and industry ... with Banking teams to ensure escalated issues addressed and client service requirements are being exceeded. +...written communication skills. + Required: US FINRA Registration: SIE; Series 7 ; Series 63 (or… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …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
- Truist (Sarasota, FL)
- …features and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. ( Series 63 & ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more