- Fidelity TalentSource LLC (Salt Lake City, UT)
- …Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by ... with customers and the team through effective communicationExperience in customer service , call center, or financial services...you to engage with customers while taking the SIE, Series 7 Top Off and Series… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …of collaboration, success, and rewardExperience with regulatory and compliance practices and rulesSeries 7 and Series 9/10 required, ability to obtain Series ... and develop assets, providing complex financial planning solutions while deepening customer relationships over the long-term. Help team apply knowledge of all… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …English or Spanish, this opportunity is for YOU. If so, please consider joining our customer service team in Salt Lake City, Utah.\u00A0 This role requires a ... Concierge Services, Wellness Program, and Fitness Reimbursement. In this Customer Service role, you will help customers...\u00A0\u00A0There also is an option to acquire your FINRA Series 7 and 63 licenses depending on… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …of management within a financial services environment is helpfulWe require an active Series 9/10, 7 and 66 licenses The\u00A0Purpose of Your RoleOur mission ... drive business opportunities by building a strong sales and service team that will embrace the company brand and...brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will… more
- Randstad US (Salt Lake City, UT)
- series 7 - customer service specialist 2. + salt lake city , utah + posted 7 days ago **job details** summary + $27 - $33 per hour + temporary + ... 500 Financial Services Company and they are hiring a Customer Service Specialist to work in their...at least 2 years of experience with your ACTIVE Series 7 license. Series … more
- Morgan Stanley (South Jordan, UT)
- *Business Overview*: Are you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, ... of inbound calls and emails from participants, providing world-class customer service to both internal and external...* Opportunity to launch your career and gain your Series 7 and Series 66… more
- CSL Plasma (Salt Lake City, UT)
- …required Experience * Minimum of 18 months experience in a clerical or customer service related position, preferably in medical or health provider environment ... Responsible for greeting donors at the plasma collection center and conducting a series of registration procedures to qualify donors for the plasma pheresis process.… more
- CSL Plasma (Salt Lake City, UT)
- …**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
- Wells Fargo (Park City, UT)
- …moderately complex to complex client needs + May study and test for additional licenses ( Series 7 and Series 66) once the minimum licensing requirements are ... outlined in the job expectations below **Required Qualifications:** + 4+ years of customer service experience, or equivalent demonstrated through one or a… more
- Wells Fargo (Salt Lake City, UT)
- …the market. This position requires securities licensing, specifically Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 (or ... confirm routine securities transactions initiated by customers + Provide quality customer service addressing issues, trading strategies, market terminology and… more
- Charles Schwab (Holladay, UT)
- …a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth ... Schwab will support you to become licensed in the Series 7 and 63/66 if that is...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- US Bank (Park City, UT)
- …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
- Trellix (Salt Lake City, UT)
- …reach your potential. From our employee recognition program, to our 'Blast Talks' learning series , and team celebrations (we love to have fun!), we strive to be an ... You will transform our channel strategy to promote net new customer acquisition while securing current partners opportunities that provide enhanced value… more
- Bank of America (West Jordan, UT)
- …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
- Guardian Life (Salt Lake City, UT)
- …broker/dealer as a plus. + Prior examination, auditing or testing experience. + Series 7 & 24 licenses required. + A bachelor's degree preferred ... objectives) and "how" we demonstrate our values and behaviors while focusing on the customer . We do this through leveraging a series of core capabilities, which… more
- JPMorgan Chase (Salt Lake City, UT)
- …clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity ... to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within… more
- Morgan Stanley (Sandy, UT)
- …team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients ... us,Morgan Stanleywill pay for your training to obtain your Series 7 & 63 Licenses. In This...63 Licenses. In This Role You Will: * Provideexcellent customer service byidentifyingcustomer needs anddeterminingthe best solution… more
- JPMorgan Chase (Taylorsville, UT)
- 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
- University of Utah (Salt Lake City, UT)
- …Fundraiser Plant Sales by providing assistance with organization and setup; ensuring excellent customer service ; and takedown after the events, and all other ... and two free concert tickets for our Outdoor Concert series . + Staff are provided work shirts and gloves,...heat, cold, precipitation, etc.; + Commitment to provide excellent customer service and maintain a professional demeanor/presence… more
- ManpowerGroup (Salt Lake City, UT)
- …our Fortune 50 Financial Service Clients has a new opportunity as a Customer Service Specialist supporting the Enterprise complaints group team. If you are ... the operational and investigative aspects of handling the complaints. **Top Skills Required:** + ** Series 7 License:** Must be active or within a 2-year renewal… more
