- Fidelity TalentSource LLC (Westlake, TX)
- …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 (Albuquerque, NM)
- …ready to Launch into a career at Fidelity?\u00A0 If so, please consider joining our customer service team. This role requires a consistent balance of remote and ... Concierge Services, Wellness Program, and Fitness Reimbursement. In this Customer Service role, you will help customers...There also is an option to acquire your FINRA Series 7 and 63 licenses depending on… more
- Fidelity TalentSource LLC (Santa Barbara, CA)
- …and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration ... Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series...a natural passion for helping peopleFlexibility and self-motivationExperience in customer service (phone or in-person) and an… more
- Fidelity TalentSource LLC (Bethesda, MD)
- …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
- Ingersoll Rand (Birmingham, AL)
- …mechanical systems. High school diploma or equivalent required. Advanced customer service skills including conflict management and opportunity ... applicable laws, regulations and ordinances. Schedule: Monday - Friday 7 :30AM - 4:30 PMPay: Starts at $25/hr and can...all equipment.. Serves as technical support for customers and Customer Service Managers. Provides assistance and training… more
- Fidelity TalentSource LLC (Albuquerque, NM)
- …or Spanish, this opportunity is for YOU. If so, please consider joining our customer service team in Albuquerque, NM.\u00A0 This role requires a consistent ... 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 (Minnetonka, MN)
- …long-term success for you and our clients.The Expertise We re Looking ForPrevious success in salesFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and ... in, and is committed to, fair and consistent treatment for every associate and customer , and to creating a safe and respectful environment, in which everyone is… more
- Fidelity TalentSource LLC (Monterey, CA)
- …dynamic, and deadline driven environmentAbility to think creatively and be comfortable making decisionsA series 7 and series 63 license that are current and ... required1-3 years in financial services with an emphasis in customer serviceSales experience and knowledge of the financial markets...in good standingYou will obtain a series 65 license within 90 days of hire The\u00A0Purpose\u00A0of… more
- Fidelity TalentSource LLC (Houston, TX)
- …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
- Fidelity TalentSource LLC (Houston, TX)
- …through wealth management and retirement planning strategies The\u00A0Expertise\u00A0We re Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or ... that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform....multiple business partners allows you to craft an unsurpassed customer experience and meet the client s broad range… more
- Ingersoll Rand (Norfolk, VA)
- …industrial/commercial mechanical systems. High school diploma or equivalent requiredAdvanced customer service skills including conflict management and ... $3,000 Sign On BonusSchedule: Monday - Friday 7 :30AM - 4:30 PMPay: Starts at $25/hr and...for all equipment.Serves as technical support for customers and Customer Service ManagersProvides assistance and training to… more
- Fidelity TalentSource LLC (Fairfield, CT)
- …to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability ... to acquire series 65/66 upon hire) and Life Insurance licenseFinancial Services...Your Role You are providing the highest level of customer service to Fidelity s most sophisticated… 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 (Portland, OR)
- …a broad-based knowledge and understanding of general financial planning conceptsProven customer service , client support and problem resolution skillsAbility to ... inbound calls, responding to their inquiries, and providing product and service level guidance,\u00A0Processing customer requests to include options, equities,… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …7 & Series 63 licenses required2+ years of experience in a customer service or sales role preferredKnowledge of tax exempt retirement products and ... desirablePrevious phone center experience preferredDemonstrated ability to deliver exceptional customer results The Purpose\u00A0of Your RoleRetirement Planners play a… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- …them through wealth management and retirement planning strategies.The Expertise We re Looking ForFINRA Series 7 & 63 required prior to hireSeries 66 (63/65) and ... to, fair and consistent treatment for every associate and customer , and to creating a safe and respectful environment,...that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform.… more
- Amerant Bank (Coral Gables, FL)
- …Requirements:Bachelor's degree in finance, business administration, economics or JD or Law Degree. FINRA Series 7 and Series 66 a plus. A masters' degree ... standards of service quality are provided to customers to strengthen customer loyalty; and adheres to the Bank's BSA/AML, Compliance and Policies and… more
- Fidelity TalentSource LLC (Boston, MA)
- …Management and SalesStrong attention to detail and ability to multi taskFINRA Series 3, 7 , and 63 requiredTalent for effectively communicating complex ... Product Development, Marketing, Sales, Consultant Relations, Asset Management, and Client Service functions. The Expertise and Skills You BringBachelor s degree… more
- Fidelity TalentSource LLC (Boston, MA)
- …other market participants. The Skills and Expertise You BringMBA or equivalent is preferred. Series 7 or 24 preferred10-15+ year of experience in financial ... and roadmap for the brokerage business. They will be responsible for driving customer growth and adoption of the offering within the Brokerage segment.\u00A0 They… more
- TradeStation (Chicago, IL)
- …train other employees and clients Strong desire to help others Ability to deliver customer service excellence in all actions Possess superior oral and written ... to effectively partner with other departments to insure proper service . The candidate will need to be detail oriented...Certification (IT Fundamentals, A+, Network+, Security+) Securities Industry qualifications: Series 7 , 63 & 3What We Offer:… more
