• Brokerage Operations Specialist/ Series

    Motion Recruitment Partners (St. Louis, MO)
    …through work, consulting, military service , education, or training. + Active Series 7 . + Proficiency in brokerage operations. + Demonstrated customer ... Brokerage Operations Specialist/ Series 7 /Hybrid/St. Louis St. Louis, Missouri...Experience** + At least 2 years of experience in Customer Service , Financial Services, or Contact Center… more
    Motion Recruitment Partners (06/25/24)
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  • Medical Screener - Reception Technician…

    CSL Plasma (St. Louis, MO)
    …**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 (07/16/24)
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  • Medical Screener - Reception Technician…

    CSL Plasma (St. Louis, MO)
    …**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 (06/13/24)
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  • Listed Option Trader (Retail Equities Trader)

    Wells Fargo (St. Louis, MO)
    …policies and regulatory requirements **Required Qualifications:** + 2+ years of Trading, Customer Service experience, or equivalent demonstrated through one or a ... material to a diverse audience + FINRA registration including Series 7 (or FINRA recognized equivalents) +...applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and… more
    Wells Fargo (08/16/24)
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  • Sr. Financial Advisor - Edward Jones Connection

    Edward Jones (St. Louis, MO)
    …the Client Service Administrator (CSA)s to ensure a high level of customer service + Keep the department apprised of any Compliance/Field Supervision ... for a potential new associate: Hiring Minimum: $70659 Hiring Maximum: $116516 **Skills/Requirements** *Current Series 7 and 66 (OR combination of both Series more
    Edward Jones (07/25/24)
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  • Financial Counselor I - Updated Location

    Principal Financial Group (St. Louis, MO)
    …Income Solutions Principal Connection team. In this role, you'll serve as our primary customer service contact, providing a high level of value and service ... team. + Assist in uncovering current or potential retail customer needs + Perform other job-related duties and projects...experience, preferably in the financial services industry. + SIE, Series 6 or 7 and Series more
    Principal Financial Group (07/30/24)
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  • Wealth Management Advisor - Webster Groves

    US Bank (St. Louis, MO)
    …experience in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series 7 and 63/65 combination ... postings in areas with a high volume of applicants, such as customer service , contact center, and Financial Crimes investigations, remain open for approximately… more
    US Bank (08/16/24)
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  • Financial Solutions Advisor - Consumer Investments…

    Bank of America (St. Louis, MO)
    …of client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds...that a passing score is received for the missing series within 60 days. + Has at least one… more
    Bank of America (06/18/24)
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  • Financial Planning Consultant- St.

    Raymond James Financial, Inc. (St. Louis, MO)
    …industry rules and regulations, and financial planning. * Provide a high level of customer service in a calm, courteous and professional manner. * Establish and ... in client presentations. * May open, transfer, and close customer accounts and maintain appropriate account records. * May...that an exemption or grandfathering cannot be applied. * Series 7 . * Series 63,… more
    Raymond James Financial, Inc. (08/12/24)
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  • Area Technical Operations Manager

    Fresenius Medical Center (Creve Coeur, MO)
    **PURPOSE AND SCOPE:** Supports FMCNA's mission, vision, core values and customer service philosophy. Adheres to the FMCNA Compliance Program, including ... facilities in the Centralized Technical Program. **DUTIES / ACTIVITIES:** ** CUSTOMER SERVICE :** + Responsible for driving the...will typically consist of 10 to 25 clinics and 7 to 15 exempt and non-exempt employees. + Works… more
    Fresenius Medical Center (06/22/24)
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  • Sales Support Representative

    Ferguson Enterprises, LLC. (O'Fallon, MO)
    …phone system effectively + Works together with Sales associates to provide outstanding customer service for both existing and prospective customers **What you ... need to succeed?** + 0-3 years sales and/or customer service experience preferred + Call center...+ Structured and robust 8-week training program through a series of virtual classroom and 1-on-1 sessions. The training… more
    Ferguson Enterprises, LLC. (07/02/24)
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  • Relationship Banker - NW St Louis Market - St…

    JPMorgan Chase (Florissant, MO)
    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
    JPMorgan Chase (08/03/24)
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  • Risk Trader - CTP

    Commerce Bank (St. Louis, MO)
    …all trading, administrative and operational functions necessary to provide high quality customer service to the CTP salesforce, operations staff and Commerce ... with the products traded within CTP and effectively execute customer orders + Provide a high comfort level for...trading experience required + Project management experience preferred + Series 7 & 63 licenses required +… more
    Commerce Bank (07/11/24)
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  • Private Client Banker - Creve Coeur Branch - St

    JPMorgan Chase (St. Louis, MO)
    …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
    JPMorgan Chase (08/13/24)
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  • Supervisory Control Manager - FiNet

    Wells Fargo (St. Louis, MO)
    …experience, education + US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 , 66 (or 63 and 65), 9 and 10 examinations ... skills with high attention to detail and accuracy + Strong client service skills + Strong verbal, written, and interpersonal communication skills + Experience… more
    Wells Fargo (08/13/24)
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