- 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 % ... department at the Raymond James home office, is dedicated to providing exceptional service to Raymond James' clients. Although we operate as a home office… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem ... **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 & ... existing client, account, and product attributes that present sales potential. 7 . Provide operational guidance to Financial Advisors ranging from systems navigation… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem ... **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 or willing to obtain… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem ... **Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. *...that an exemption or grandfathering cannot be applied. + Series 7 required. + Series … more
- JPMorgan Chase (Miami, FL)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching client ... serve as the primary point of contact for all service related needs of a Private Banking client. This...qualifications, capabilities, and skills** + FINRA Securities Industry Essentials, Series 7 and Series 63… more
- Bank of America (Palm Beach, FL)
- …licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 , and Series 66 Exams. Your SIE, Series ... Advisor Development Program Client Associate Palm Beach, Florida **To proceed with your...Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA… more
- Citigroup (Jacksonville, FL)
- …to banking and /or investment operations - including placing unsolicited securities trades ( Series 7 & 63 required). + Ensures customer claims and complaints ... The Registered National Investor Center Account Opening Associate is a Client Service and...(Excel, Outlook, and Word) preferred. + US Registered FINRA Series 7 & 63 Required. In addition,… more
- Raymond James Financial, Inc. (Tampa, FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... or an equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + Series 7 preferred more
- Citigroup (Tampa, FL)
- …all areas of focus **Qualifications:** + 2-5 years of relevant experience + Recommended licensing/registration: Series 7 , Series 9, Series 10, Series ... **Job Description:** The Sec & Derivative Intermediate Associate Analyst is an entry-level position responsible for...and resolution + Contribute to the development of a micro- service IT strategy, redefining existing systems/flows + Identify and… more