- JPMorgan Chase (Plano, TX)
- …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
- Randstad US (Charlotte, NC)
- series 7 - customer service specialist 2....Provide information to client personnel in Customer Service . Skills + series 7 + Brokerage Qualifications ... the Big Four Banks in the United States? Our client is a Fortune 500 Financial Services Company and...Financial Services Company and they are hiring a Customer Service Specialist to work in their Charlotte location. If… more
- JPMorgan Chase (Chicago, IL)
- …skills:** + College degree or equivalent experience required; 3-5 years of client service experience required + FINRA Series 7, 63 and 24 or 9/10 required, ... 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
- Neuberger Berman (New York, NY)
- **Summary** The Client Service Analyst will work directly with...+ 1 - 2 years of client service or asset management experience required + Series ... the Head of North America Client Service . The Analyst will support carrying out their day-to-day responsibilities, client servicing needs as well as internal… more
- Randstad US (Salt Lake City, UT)
- series 7 - customer service specialist 2. +...of the Big Four Banks in the United States? Our client is a Fortune 500 Financial Services Company and they ... are hiring a Customer Service Specialist to work in their Salt lake City...at least 2 years of experience with your ACTIVE Series 7 license. Series 7 is required!… more
- Bank of America (Pennington, NJ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Pennington, New Jersey **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...to sales with existing Merrill clients * Provides exceptional client care, growing client relationships, and guiding… more
- Bank of America (Chandler, AZ)
- …orientation and resiliency + Ability to effectively manage workload + Superior client service proficiency including excellent verbal, written, and listening ... Financial Solutions Advisor - Bilingual Spanish ( Series 7 required) Chandler, Arizona;Hunt Valley, Maryland **Job...mass affluent clients with holistic financial advice and deepens client relationships by identifying broader product and service… more
- University of Colorado (Aurora, CO)
- …for Dependency, Addiction, and Rehabilitation (CeDAR) (Open Rank - Professor Series ) - 34694 Faculty **Description** **University of Colorado Anschutz Medical ... Dependency, Addiction, and Rehabilitation** **(CeDAR)** **_(_** **Open Rank - Professor Series )** **Position #00826737 - Requisition #34694** **This position may be… 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.**...first to meet their evolving needs. **Required skills** + Series 7, and 66 or equivalent (if not currently… more
- Morgan Stanley (Potomac, MD)
- *POSITION SUMMARY:* Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. ... The Client Service Associate assists with the development...The Client Service Associate assists with the development and growth of...plans, client reports, and other materials for client meetings . Active Series 7 (GS),… more
- Morgan Stanley (Tampa, FL)
- …The Morgan Stanley Virtual Client Solutions team is seeking a * Client Service Associate *in our*Tampa, FL *location* *to help provide exceptional ... client service and guidance, as well as... client service and guidance, as well as serve as operational...* Opportunity to launch your career and gain your Series 7 and Series 66 licenses *… more
- Morgan Stanley (Tampa, FL)
- …the Morgan Stanley Virtual Client Solutions team is seeking a *Registered Client Service Associate *in our *Tampa, FL* office* *to help effectively educate, ... career today as a Virtual Client Solutions Client Services Professional and gain your Series ... 7 and 66 licenses. *Position Overview*: As a*Registered Client Service Associate*, you will provide industry… more
- Morgan Stanley (Boston, MA)
- …Morgan Stanley's Wealth Management Field is currently hiring for a phenomenal opportunity as a CLIENT SERVICE ASSOCIATE in BOSTON, MA to join one of our top ... information or apply using the link below! *POSITION SUMMARY* Client Service Associates help shape the future...Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series 66 (AG/RA)… more
- Morgan Stanley (Washington, DC)
- *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth ... PWAs/ teams in delivering against their business plan and client service model * Remaining current on...High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA)… more
- Morgan Stanley (Kerrville, TX)
- *POSITION SUMMARY* Client Service Associates help shape the...Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) ... experience through an elevated standard of care. The Client Service Associate assists with the development...or Series 63 (AG) and Series 65 (RA) _*Knowledge/Skills*_ * Strong computer skills and… more
- Morgan Stanley (Garden City, NY)
- *POSITION SUMMARY* Client Service Associates help shape the...Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) ... experience through an elevated standard of care. The Client Service Associate assists with the development...or Series 63 (AG) and Series 65 (RA) _*Knowledge/Skills*_ * Strong computer skills and… more
- Bank of America (Frisco, TX)
- …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
- Bank of America (Miamisburg, OH)
- …Strategy Plans. MCRMs partner 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...role:** + Candidates are **required** to currently hold SIE, Series 7 AND Series 66 (or … more
- Bank of America (Florham Park, NJ)
- …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
- Morgan Stanley (Potomac, MD)
- *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated ... in developing a business plan and delivering against a client service model * Support the team's...EXPERIENCE, KNOWLEDGE, and SKILLS* *Education and/or Experience* * Active Series 7 (GS), and Series 66 (AG/RA)… more