- Morgan Stanley (Alpharetta, GA)
- … Services team! As an unlicensed Financial Services Representative , you would use your amazing customer service skills and knack for problem-solving ... its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Financial Services Representative - SIE (Alpharetta, GA)* **Location:**… more
- TEKsystems (Atlanta, GA)
- …, banking operations, Series 6, Series 7, Mutual fund, Financial services , Banking, brokerage, brokerage banking, Customer service oriented, Call center, ... You will collaborate with others in all aspects of Financial Advisor support in all stages of our processes....our processes. Your insightful contribution will help improve our service . You will be part of a training cohort… more
- TEKsystems (Atlanta, GA)
- I am currently hiring 15+ Advisor Phone Support Representatives to a major financial firm for an upcoming start class early February. These are long term contract ... forms, navigation of new/current systems . Mainly calls with financial advisors, sometimes with clients . Receives calls from...2+ Years Investment or Banking Industry Experience . Customer Service in a Contact Center Setting . Strong technical… more
- TEKsystems (Atlanta, GA)
- …+ Bachelors degree preferred in Finance/Business. + 2-5 Years of financial services companies required (wealth management/broker dealer/insurance experience ... Advisor Support Representative Hybrid Schedule (4 days on-site per week)...+ Providing support, answering questions, researching issues for our Financial Advisors. + Learn and support various financial… more
- TEKsystems (Atlanta, GA)
- …Preferred in Finance/Business Series 7 or Series 6 License Preferred SIE certificate Preferred Wealth Management Firm Position: Advisor Support Specialist Hybrid ... You will collaborate with others in all aspects of Financial Advisor support in all stages of our processes....our processes. Your insightful contribution will help improve our service . You will be part of a training cohort… more
- Truist (Atlanta, GA)
- …the delivery and integration of a broad range of wealth products and services ( financial planning, asset management, personal trust and estate planning, ... insurance and risk management services , retail and mortgage credit,...* Ensure the team delivers personalized, attentive, needs based service to the client base through sound financial… more
- Truist (Dunwoody, GA)
- …degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of six ... of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and...years of financial services experience with a demonstrated ability… more
- Truist (Atlanta, GA)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...delivery of a broad range of wealth products and services to high net worth individuals. Following is a… more