- Neuberger Berman (New York, NY)
- …+ Proficient in Microsoft Word, Excel, PowerPoint + 1 - 2 years of client service or asset management experience required + Series 7 , 66 and 31 licenses ... **Summary** The Client Service Analyst will work directly with the Head of North America Client Service . The Analyst will support carrying out their… 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
- Motion Recruitment Partners (St. Louis, MO)
- Series 7 Brokerage Customer Service...contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and ... well-known Financial Services Company is looking for a Customer Service Specialist in St Louis, MO (Hybrid). Work with...Duration: 12 Months **Required Skills & Experience** + Active Series 7 Licensed (or within 2 year… more
- Bank of America (Hunt Valley, MD)
- Participant Services Financial Solutions Advisor ( Series 7 Required) Hunt Valley, Maryland;Chandler, Arizona **Job Description:** At Bank of America, we are ... and apply complex technical material quickly **Required Qualifications** + Series 7 , and 66 or equivalent (if...client requests and makes referrals to appropriate internal service providers based on client needs and… more
- Bank of America (Pennington, NJ)
- Participant Services Financial Solutions Advisor ( Series 7 Required) Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common ... offering model and collaborate with business partners to provide service /education to active and separated Merrill 401k and Equity...and apply complex technical material quickly **Required Qualifications** + Series 7 , and 66 or equivalent (if… more
- Bank of America (Rolling Meadows, IL)
- National Financial Solutions Advisor I ( Series 7 Required) (Rolling Meadows, IL) Rolling Meadows, Illinois **Job Description:** At Bank of America, we're ... 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)
- …that an exemption or grandfathering cannot be applied. * Series 7 and 63 Licenses required. **Job:** Customer Service **Primary Location:** US-FL-St. ... * 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
- Morgan Stanley (Boston, MA)
- *POSITION SUMMARY* Client Service Associates help shape the...Advisors * Pursue FINRA registration by obtaining the SIE, Series 7 , and Series 66, ... experience through an elevated standard of care. The Client Service Associate assists with the development...Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series … 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 (South Jordan, UT)
- …The Morgan Stanley Virtual Client Solutions team is seeking a * Client Service Associate *in our *Sandy, UT*location* *to help provide exceptional ... client service and guidance, as well as serve as operational and...* Opportunity to launch your career and gain your Series 7 and Series 66 licenses… 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 (Wyomissing, PA)
- …and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. Candidates will be ... assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL...if they only have 1 of the required licenses ( Series 7 or Series 66)… more
- Morgan Stanley (Saratoga Springs, 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 (Medford, OR)
- *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 (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 … more
- Morgan Stanley (Yakima, 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
- Morgan Stanley (San Antonio, TX)
- *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 … more
- Morgan Stanley (Washington, DC)
- *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 … more
- Bank of America (Farmington Hills, MI)
- …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 (Cincinnati, 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
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