- Bank of America (Chandler, AZ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Chandler, Arizona **Job Description:** At Bank of America, we are guided by a ... pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66....**Skills Used in this Role:** * Establishing Trust * Customer Service * Overcoming Objections * Consulting… more
- Raymond James Financial, Inc. (Memphis, TN)
- …resolution and completion of tasks. **Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. * Establish and ... department at the Raymond James home office, provides exceptional service to Raymond James' clients. Although we operate as...that an exemption or grandfathering cannot be applied. * Series 7 License required. 63 preferred, or… more
- TEKsystems (Fort Worth, TX)
- …money, etc. Average 30 calls per day Skills: Series 7 , series 63, series 66, customer service , call center Top Skills Details: Series 7 , ... series 63, series 66, customer service Additional Skills & Qualifications: Need Series 7 & 63 or 66 Needs customer service experience, call… more
- Thrivent Financial (Glenwood, MN)
- …of hire, and within 24 months of hire for FINRA SIE , Series 7 and 66 . + Demonstrated customer service orientation/experience, 2+ years preferred. ... role in our client experience, so an outgoing and service -oriented mindset is a must. The team Dane Ankeny's...MoneyGuide Pro and Morningstar. + Complete electronic and paper service forms and new business applications. + Seek to… more
- PNC (New York, NY)
- …Markets organization, you will be based in New York, NY. Finra licensed required: SIE, Series 7 and 63. Required within 120 days of hire. Preferences: Extensive ... team, relationship managers, investment bankers, traders and other internal service partners to develop, market and deliver complex capital...employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and… more
- PNC (Madison, NY)
- …desk and public finance partners. Licensing requirements: Finra SIE, Series 52 and 63 (or Series 7 , if taken prior to 11/ 7 /2011, is acceptable in lieu of ... team, relationship managers, investment bankers, traders and other internal service partners to develop, market and deliver complex capital...employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …within a team environment * Lead others in providing a high level of customer service * Establish and maintain effective working relationships at all levels ... ( Series 99) without passing the examination. * Licensing may be required ( Series 7 , 24) depending on assigned functional area. **Job:** Operations **Primary… more
- Netflix (UT)
- …members need our help from time to time, and that's where our Global Customer Service (CS) organization focuses; on providing amazing interactions with our ... Designer with a strong technical background to join our Customer Service Content Strategy team and improve...service . Job is open for no less than 7 days and will be removed when the position… more
- Netflix (UT)
- …that nothing gets between our members and their favorite shows, movies, and games. Netflix Customer Service (CS) is here to assist customers when they need help. ... to support the operation, growth, and scalability of the Customer Service business now and in the...service . Job is open for no less than 7 days and will be removed when the position… more
- Morgan Stanley (Tampa, FL)
- …career today as a Virtual Client Solutions Client Services Professional and gain your Series 7 and 66 licenses. *Position Overview*: As a*Registered Client ... and paid study time for incumbents to obtain their Series 7 and 66 post hire to...of inbound calls and emails from participants, providing world-class customer service to both internal and external… more
- Guardian Life (Bethlehem, PA)
- …growth and an opportunity to advance professionally? Then join Guardian Life! Our Customer Service Specialists are responsible for providing support to financial ... of brokerage and advisory accounts. Candidates must possess exceptional customer service skills, be highly engaged and...degree, or relevant work experience. + Securities license preferred ( Series 7 or 63), but not required.… more
- Morgan Stanley (Alpharetta, GA)
- *Business Overview*: Are you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, ... of inbound calls and emails from participants, providing world-class customer service to both internal and external...* Opportunity to launch your career and gain your Series 7 and Series 66… more
- TEKsystems (Denver, CO)
- …average, you will be taking 30-50 inbound calls per day and your calls can last ~ 7 minutes long (this breaks down to roughly taking 8 calls per hour during the ... full-time employee, you will need to get licensed in Series 6 + Will then go into Product Training...1 for 4 weeks, and want them licensed in Series 63 during this + Will end with Product… more
- Netflix (UT)
- …we want to quickly and thoroughly resolve their issue and get them back to streaming. Customer Service is one of the few areas where we hear directly from our ... use data to rigorously measure, optimize, and personalize our Customer Service investments to enable a delightful,...service . Job is open for no less than 7 days and will be removed when the position… more
- Motion Recruitment Partners (Charlotte, NC)
- …through work, consulting, military service , education, or training. + Active Series 7 . + Proficiency in brokerage operations. + Demonstrated customer ... Skills & Experience** + At least 2 years of experience in Customer Service , Financial Services, or Contact Center roles, or equivalent expertise gained… more
- Bank of America (Philadelphia, PA)
- …compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 ... Series 65), Series 9 AND Series 10 (or Series 8) or equivalent...Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong… more
- Bank of America (Pepper Pike, OH)
- …compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 ... Series 65), Series 9 AND Series 10 (or Series 8) or equivalent...Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong… more
- Wells Fargo (Atlanta, GA)
- …moderately complex to complex client needs + May study and test for additional licenses ( Series 7 and Series 66) once the minimum licensing requirements are ... outlined in the job expectations below **Required Qualifications:** + 4+ years of customer service experience, or equivalent demonstrated through one or a… more
- CSL Plasma (Fort Smith, AR)
- …required Experience * Minimum of 18 months experience in a clerical or customer service related position, preferably in medical or health provider environment ... Responsible for greeting donors at the plasma collection center and conducting a series of registration procedures to qualify donors for the plasma pheresis process.… more
- CSL Plasma (Columbus, OH)
- …**Experience** * Minimum of three (3) months experience in a clerical or customer service related position, preferably in medical or health provider environment ... donors at the plasma collection center and conducting a series of registration procedures to verify donor suitability for...Alerts Group Leader or Supervisor of donor flow issues. 7 Ensures the accurate recording of donor data in… more