- Fidelity (Covington, KY)
- …does not offer work visas for this role Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service , Sales Most roles at Fidelity are ... Job Description: The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience… more
- Northwestern Mutual (Franklin, WI)
- …to avoid repeat calls and unnecessary call transfers Ability to de-escalate client experience situations effectively while guiding clients through complex and unique ... technology and serves as an advocate for website and self- service capabilities by educating clients and field. Understands risks...risks and impacts that the transaction has on the client or policy. Understands how systems connect to processes… more
- Whitney M Young (Albany, NY)
- …traffic, conversion, retention). Create segmented email automations (welcome series , lapsed reactivation, post-gift stewardship, upgrade asks). Develop social ... ensure privacy and consent best practices. Produce donor stewardship series : prompt acknowledgments, impact updates, thank-you videos, and milestone communications… more
- Intrua Financial, LLC (Houston, TX)
- …ETFs for client portfolios Respond in a timely manner to service requests on the Investment Analysis team queue Participate in portfolio construction, ... for a wide range of duties related to the administration of client portfolio accounts. Th portfolio administrator will support clients through trading and… more
- Larson Financial Group, LLC (St. Louis, MO)
- …a motivated individual who is passionate about financial planning, delivering exceptional client service , and building long-term relationships. About the Role As ... "touches" to cultivate referrals Manage onboarding and ongoing client service processes Resolve client ...of experience in financial planning or a related field Series 7 and 66 licenses required CFP designation is… more
- Intrua Financial, LLC (Houston, TX)
- …ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in ... goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal… more
- JPMorgan Chase (Chicago, IL)
- …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 point of contact for all deposit account service -related needs of a JP Morgan Advisor's client . This role is… more
- Robert Half Finance & Accounting (Utica, NY)
- …market trends, and regulatory requirements. + Collaborate with internal teams to deliver exceptional client service . Qualifications + Active Series 6, 7, or ... Description We are seeking a motivated and client -focused Financial Advisor to join a growing financial...to industry-leading tools and resources. Requirements Qualifications + Active Series 6, 7, or 65 license (required). + Proven… more
- Bank of America (Hunt Valley, MD)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Hunt Valley, Maryland **To proceed with your application, you must be at least 18 years ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hunt-Valley/Consumer-Investments Investment-Specialist-Trainee--Obtain-SIE- Series -7-66-\_25047414) **Job Description:** At Bank of America, we are… more
- Bank of America (Pennington, NJ)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... Life Services Financial Solutions Advisor ( Series 7 & 66 required) Pennington, New Jersey...when inheriting assets. By developing a relationship with the client , Financial Solutions Advisors can engage clients in goals-based… more
- Bank of America (Chandler, AZ)
- …and needs Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and ... Financial Solutions Advisor - Participant Services ( Series 7 and 66 required) Chandler, Arizona **To...offering model and collaborate with business partners to provide service /education to active and separated Merrill 401k and Equity… more
- Bank of America (Jacksonville, FL)
- National Financial Solutions Advisor I (Jacksonville, FL) ( Series 7 Required) Jacksonville, Florida **To proceed with your application, you must be at least 18 years ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/National-Financial-Solutions-Advisor-I--Jacksonville--FL Series -7-Required-\_25049380) **Job Description:** At Bank of America, we're creating… more
- Raymond James Financial, Inc. (Savannah, GA)
- …and operating statements. + Researches and resolves complex problems relating to client accounts and inquiries. + Assists Branch Manager in disseminating information ... lead others in providing a high level of customer service in a calm and professional manner, constantly projecting...that an exemption or grandfathering cannot be applied. + Series 7, 9 & 10 required. + Series… more
- New York State Civil Service (Albany, NY)
- NY HELP No Agency Court Administration, Office of Title Analyst Series (Division of Financial Management) Occupational Category Financial, Accounting, Auditing ... OF COURT ADMINISTRATION PAYROLL SERVICES IS RECRUITING FOR POSITIONS IN THE COURT ANALYST SERIES . THE POSITIONS WILL BE FILLED IN ONE OF THE FOLLOWING TITLES AND… more
- Vanguard (UT)
- Have your FINRA Series 7 and 63 and a passion for serving others? Join our team of "crew" as a Client Service Excellence Center associate! About this Job: At ... give them the best chance for investment success." Our Client Service Excellence Center associates fulfill our...a $20,000 licensing bonus for bringing your active SIE, Series 7, & Series 63 licenses. We… more
- Bank of America (North Bethesda, MD)
- …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 (San Diego, CA)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions...delegating team work. **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or … more
- Bank of America (San Francisco, CA)
- …Plans. The PWCRM partners 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...the role:** + Candidates are **required** to currently hold Series 7 AND Series 66 (or … more
- Truist (Tampa, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Vanguard (Scottsdale, AZ)
- Job Description : At Vanguard, we have a client -first mentality that we live and breathe every day through our mission, "to take a stand for all investors, to treat ... calls, or work on case-based assignments to meet the service and trading needs of both Vanguard advisors and...may require research, analysis, and collaboration to resolve complex client situations and deliver tailored solutions + Partner with… more
