- Randstad US (Charlotte, NC)
- series 7 - customer service specialist 2. + charlotte , north carolina + posted september 10, 2024 **job details** summary + $27 - $33 per hour + ... 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)
- …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
- 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
- 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
- Wells Fargo (Charlotte, NC)
- …street buy-in practices. + Manage client account onboarding, cash payments, customer service , funding operations, custodial operations, securities settlement ... offices, vendor contacts). + Maintain a high level of service between settlements and the functional areas we support....not available for this position. + Registration for FINRA Series 7 or 99 must be completed… more
- JPMorgan Chase (Waxhaw, 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
- Wells Fargo (Charlotte, NC)
- …internal and external feedback, identifying trends & opportunities for enhancements + Licenses ( Series 6 or 7 ) **Job Expectations:** + This opportunity provides ... responsible for managing the core online experience for our advised and self- service clients to make managing their investments easy and intuitive. This individual… 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