- Fisher Investments (Corbett, OR)
- …Opportunity: You will be supported by a dedicated team that provides sales support, client service , marketing, research and more. You will report to the Inside ... financial services FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred Multi-year track record of success driving results Success persuading… more
- Ally (Raleigh, NC)
- …- FL, Lewisville - TX, Weaverville - NC The Ally Invest Trading and Client Service Representative is responsible for providing exceptional customer service ... 9:00-6:00 EST **The Skills You Bring** * Knowledge: FINRA Series 7 & 63 or 66 licenses...focusing on execution, accuracy and efficiency. * Experience processing client service requests a full service… more
- Robert Half Accountemps (St. Cloud, MN)
- …appointment follow-up and processing of transactions and forms and applications. The Client Service Associate is a licensed position ( Series 7 , 66 & MN ... with a primary financial advisor in all aspects of client service including taking client ...in financial planning business is desirable O. hold the Series 7 , 66 and MN life/health and… more
- Neuberger Berman (New York, NY)
- …+ Proficient in Microsoft Word, Excel, PowerPoint + 1 - 2 years of client service or asset management experience required + Series 7 , 66 and 31 licenses ... **Summary** The Client Service Analyst will work directly with the Head of North America Client Service . The Analyst will support carrying out their… more
- Bank of America (Lincoln, RI)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Lincoln, Rhode Island **Job Description:** At Bank of America, we are guided by a ... 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
- Bank of America (Pennington, NJ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66). Pennington, New Jersey;Rolling Meadows, Illinois **Job Description:** At Bank of ... intern** Job Description: This role is responsible for phone-based service to relationship role where the representative is expected...pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.… more
- Motion Recruitment Partners (St. Louis, MO)
- Series 7 Brokerage Customer Service...contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and ... well-known Financial Services Company is looking for a Customer Service Specialist in St Louis, MO (Hybrid). Work with...Duration: 12 Months **Required Skills & Experience** + Active Series 7 Licensed (or within 2 year… more
- Bank of America (Chandler, AZ)
- National Financial Solutions Advisor I ( Series 7 Required) Chandler, Arizona **Job Description:** At Bank of America, we're creating real, meaningful ... 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
- Bank of America (Pennington, NJ)
- National Financial Solutions Advisor I (Pennington, NJ) ( Series 7 Required) Pennington, New Jersey **Job Description:** At Bank of America, we're creating real, ... a defined consultative approach with clients to systematically identify client needs and appropriate solutions. * **Build your network.**...clients first to meet their evolving needs. **Required skills** * Series 7 , and 66 or equivalent (if… more
- Bank of America (Pennington, NJ)
- Registered National Financial Solutions Advisor I (Pennington, NJ) ( Series 7 & 66 or equivalent Required) Pennington, New Jersey **Job Description:** At Bank of ... client requests and makes referrals to appropriate internal service providers based on client needs and...clients first to meet their evolving needs. **Required qualifications** * Series 7 , and 66 or equivalent *Is… more
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