- Ally (Tallahassee, FL)
- …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...focusing on execution, accuracy and efficiency. * Experience processing client service requests a full service… more
- JPMorgan Chase (Chicago, IL)
- …required; at least 5 years of client service experience required + FINRA Series 7 , 63 and 24 or 9/10 required, or obtained within 6 months of hire ... 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...pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.… more
- Bank of America (Chandler, AZ)
- Financial Solutions Advisor - Bilingual Spanish ( Series 7 required) Chandler, Arizona **Job Description:** **Position Description** Financial Solutions Advisors ... (FSAs) are phone-based licensed advisors ( Series 7 and 66 required) that provide...resiliency + Ability to effectively manage workload + Superior client service proficiency including excellent verbal, written,… 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… more
- Raymond James Financial, Inc. (Memphis, TN)
- …* SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 License required. 63 preferred, or ability to obtain within 120 ... department at the Raymond James home office, provides exceptional service to Raymond James' clients. Although we operate as...* Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows… more
- Bank of America (New York, NY)
- Corporate Financial Solutions Advisor (CFSA) - Series 7 and 66 REQUIRED (Evergreen) New York, New York;Atlanta, Georgia **Job Description:** **What is my role as ... skills are required to be a** **Corporate FSA?** + Series 7and66 Required + 2+ years' experience in a...experience and track record achieving sales goals + Superior client service proficiency including excellent verbal, written,… 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
- Morgan Stanley (Pepper Pike, OH)
- *POSITION SUMMARY:* Client Service Associates help shape the...plans, client reports, and other materials for client meetings . Active Series 7 ... experience through an elevated standard of care. The Client Service Associate assists with the development...plus * Currently hold or willingness to obtain SIE, Series 7 and 66 (or 63 and… more
- Morgan Stanley (Tampa, FL)
- …as a Virtual Client Solutions Client Services Professional and gain your Series 7 and 66 licenses. *Position Overview*: As a*Registered Client ... Client Solutions team is seeking a *Registered Client Service Associate *in our *Tampa, FL*...and paid study time for incumbents to obtain their Series 7 and 66 post hire to… 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… more
- Truist (Houston, TX)
- …and attributes of annuity products. 6. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. Candidates with only the ... assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES... Series 7 will be considered and can obtain the … more
- Truist (Wilmington, NC)
- …and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. Candidates that currently ... assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL...only have the Series 7 or Series 66… 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 … 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… 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… 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… more
- Morgan Stanley (Mequon, WI)
- *POSITION SUMMARY* Client Service Associates help shape the...Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series ... experience through an elevated standard of care. The Client Service Associate assists with the development...66 (AG/RA) 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 ... experience through an elevated standard of care. The Client Service Associate assists with the development...66 (AG/RA) 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 ... experience through an elevated standard of care. The Client Service Associate assists with the development...66 (AG/RA) or Series 63 (AG) and Series 65 (RA) _*Knowledge/Skills*_ * Strong computer skills and… more