- Fidelity TalentSource LLC (Huntersville, NC)
- …have rewarding interactions with clients every single day.\u00A0 The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and ... appropriate state registrations OR ability to acquire series 65/66 upon hire1-3 years in financial services with an emphasis in providing an excellent customer … more
- Randstad US (Charlotte, NC)
- series 7 - customer service specialist 2. + charlotte , north carolina + posted 9 days ago **job details** summary + $27 - $33 per hour + temporary + ... requirements. + Provide information to client personnel in Customer Service . Skills + series 7 + Brokerage Qualifications + Years of experience: 2… more
- CSL Plasma (Charlotte, NC)
- …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
- CSL Plasma (Charlotte, NC)
- …**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
- TIAA (Charlotte, NC)
- …directly with the organization's brokerage clients to deliver phone-based, world-class customer service . This job contributes to the organization's initiatives ... account activity and maintenance while delivering highest level of customer service . + Provides support to Wealth...Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63 **Licenses… more
- Bosch (Lincolnton, NC)
- …customers + Responsible for sia RAP (ROLLING SALES PLAN) process for dedicated customers/ series 7 ) Timely and accurate fulfillment of sales administrative duties ... with sales forecast and sales planning an optimal stock coverage for responsible series /grades/finished goods + Coordinate all service level requirements for key… more
- TIAA (Charlotte, NC)
- …blueprint, although there are skills and qualities we look for: - Strong customer service mindset - Professionalism - reliable, possessing high quality ... even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification...in a scheduled work environment - Banking, Call Center, Customer Service or Sales experience is helpful… more
- US Bank (Charlotte, NC)
- …+ Bachelor's degree, or equivalent work experience + Typically 3+ years of applicable experience + ** Series 7 , Series 24, and Series 63 or 66 required. ... postings in areas with a high volume of applicants, such as customer service , contact center, and Financial Crimes investigations, remain open for approximately… more
- TEKsystems (Fort Mill, SC)
- …and policies of the client and our various regulatory bodies; and excellent customer service skills. A successful candidate is consultative in working with ... to ensure appropriate risk mitigation tactics while delivering exceptional customer service . An ideal candidate would display...and projects as assigned. Requirements: + Licensing Requirements: FINRA Series 7 ; 24 (OR 9 and 10),… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth ... required production. * Provides a high level of client service . * Manages the full scope of a client...that an exemption or grandfathering cannot be applied. * Series 7 and Series 66… more
- Bank of America (Charlotte, NC)
- …services while keeping abreast of financial markets and regulations **Required Qualifications:** **-** Series 7 , and 66 or equivalent (if not currently held, ... Series 66 must be obtained within 90 days) -...Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to… more
- Ferguson Enterprises, LLC. (Charlotte, NC)
- …phone system effectively + Works together with Sales associates to provide outstanding customer service for both existing and prospective customers **What you ... following locations:** Charlotte, NC Winston- Salem, NC **Schedule:** M-F 7 :30am - 4:30pm **The opportunity:** Ferguson is looking to...need to succeed?** + 0-3 years sales and/or customer service experience preferred + HVAC industry… more
- First Horizon Bank (Mooresville, NC)
- …grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful ... be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by...5. FINRA Licenses : Series 7 , 66/63 preferred 6. Appropriate State… more
- JPMorgan Chase (Charlotte, NC)
- You have a passion for helping customers, building relationships, and delivering extraordinary customer service . You are energetic and enthusiastic as the face ... lives of customers easier by sharing and setting up self- service options to access their accounts 24 hours a...1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or… more
- Truist (Charlotte, NC)
- …in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. FINRA Series 7 , 66 (63 and 65 in lieu of 66) licenses. 3. ... Advisor team to increase assets under management, sales and service . 3. Develop and maintain a profitable level of...6. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform… more
- JPMorgan Chase (Charlotte, NC)
- …if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required) and Life ... will have the opportunity to help people experience our Customer Promise -- helping people make the most of...of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a… more
- Equitable (Charlotte, NC)
- …+ Bachelor's degree + 4 years investment industry experience + FINRA Licenses Series 7 , 63, 65 (or 66) required + Demonstrated relationship management, ... sales, customer service , and presentation skills in large and small group settings - in person and virtually + Managed account, mutual fund, and brokerage… more
- US Bank (Charlotte, NC)
- …need. Job postings in areas with a high volume of applicants, such as customer service , contact center, and Financial Crimes investigations, remain open for ... asset backed banking teams and with the ABS markets + 7 + years' work experience + Series 79 and 63 licenses **The role offers a hybrid/flexible schedule,… more
