- Morgan Stanley (Gilbert, AZ)
- … 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 (Gilbert, AZ)* **Location:**… more
- Bank of America (Chandler, AZ)
- …1-2 years of experience in a performance-based environment. * The Security Industry Essentials ( SIE ) or other financial services licenses and interest in ... phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs.… more
- Vanguard (Scottsdale, AZ)
- …give them the best chance for investment success." As an Advice Support Representative , you will partner closely with advisors to efficiently serve our advised ... through the phone channel , while build ing your financial acumen. How you'll make a difference: + Answer...a difference: + Answer inbound calls to meet the service and trading needs of both Vanguard advisors and… more
- Vanguard (Scottsdale, AZ)
- …we're taking a stand for investors. That starts with you. As a Retirement Plan Services Representative , you'll be our voice and our clients' advocate, as you ... help to build hundreds of financial futures. In this role, you will provide high...futures. In this role, you will provide high quality service across Institutional Participant Services by supporting… more
- Vanguard (Scottsdale, AZ)
- …to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting our "crew" ... when they call in to Vanguard. As a Client Service Excellence Representative , you will: + Respond...hybrid licensing program, focused on supporting individuals without a financial background to pass their SIE and… more
- TEKsystems (Scottsdale, AZ)
- …, 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 (Scottsdale, AZ)
- 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 (Phoenix, AZ)
- …+ 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 (Scottsdale, AZ)
- …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