- Ally (Lansing, MI)
- …your opportunities be, too? **The Opportunity** The Ally Invest Trading and Client Service Representative is responsible for providing exceptional customer ... trading tools. **The Skills You Bring** * Knowledge: FINRA Series 7 & 63 or 66 licenses required. *...focusing on execution, accuracy and efficiency. * Experience processing client service requests a full service… more
- JPMorgan Chase (Chicago, IL)
- …+ College degree or equivalent experience required; at least 5 years of client service experience required + FINRA Series 7, 63 and 24 or 9/10 required, or ... allow us to customize solutions tailored to clients' specific needs. As a Client Service Associate Lead within JP Morgan Advisors, you will be the primary point… 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...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 ... that provides mass affluent clients with holistic financial advice and deepens client relationships by identifying broader product and service solutions that… more
- University of Colorado (Aurora, CO)
- …for Dependency, Addiction, and Rehabilitation (CeDAR) (Open Rank Professor Series )** **Description** **University of Colorado Anschutz Medical Campus** **School of ... Dependency, Addiction, and Rehabilitation** **(CeDAR)** **_(_** **Open Rank - Professor Series )** **Position #00826737 - Requisition #34694** **This position may be… more
- Insight Global (Southborough, MA)
- …record of growing client relationships Excellent interpersonal skills, including a strong client service orientation Active Series 7, 66 or 65 license ... and training requirements for wealth advisors. Build and maintain client relationships, focusing on service and operations...Build and maintain client relationships, focusing on service and operations with some emphasis on acquiring new… more
- Raymond James Financial, Inc. (Memphis, TN)
- …Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James' clients. Although we operate as a home office ... * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows...**Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. *… more
- Bank of America (New York, NY)
- …having successful experience and track record achieving sales goals + Superior client service proficiency including excellent verbal, written, and listening ... Corporate Financial Solutions Advisor (CFSA) - Series 7 and 66 REQUIRED (Evergreen) New York,...matters most to them. Corporate FSAs each have a client base where the FSA has primary responsibility to… more
- Bank of America (Lincoln, RI)
- National Financial Solutions Advisor I (Lincoln, RI) ( Series 7 Required) Lincoln, Rhode Island **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 (Pepper Pike, OH)
- *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 (Alpharetta, GA)
- …collaborative organization? The Morgan Stanley Virtual Client Solutions team is seeking a* Client Service Associate** *to help provide exceptional client ... existing clients and Financial Advisor teams. *Position Overview*: The * Client Service Associate* is responsible for understanding...* Opportunity to launch your career and gain your Series 7 and Series 66 licenses *… more
- Morgan Stanley (Boston, MA)
- *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 (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 (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
- Morgan Stanley (Anchorage, AK)
- *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 (Olympia, WA)
- *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 (Bala Cynwyd, PA)
- …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 (Pepper Pike, OH)
- …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 (Atlanta, GA)
- *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 (Menlo Park, CA)
- *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...KNOWLEDGE, and SKILLS:* _*Education and/or Experience* _ * Active Series 7 (GS), and Series 66 (AG/RA)… more