- Monster (Berwyn, PA)
- …("BMCM"). The incumbent will collaborate with the Private Banking team to enhance the client service and solution offering with banking products. This role will ... have exposure to business development, client service and relationship building, working with...management, financial planning and custodial platforms Must have FINRA Series 65 license or equivalent. CFP or ChFC or… more
- Monster (Lewisville, TX)
- …every division. The incumbent must support the guiding beliefs and core values of client , which are centered on Quality, Safety and Production (each of equal weight ... foundation of Integrity. SPECIFIC RESPONSIBILITIES Provides a high-quality customer service experience to all users at all our locations....and obligated to stop work on any task or series of tasks whenever an unsafe condition or situation… more
- Monster (Redondo Beach, CA)
- …- Create new accounts and move assets from other investment firms. Provide client service for existing accounts. Assist with investment trading and record ... working with LPL Financial and/or Charles Schwab. We custody client accounts at both custodians. I have been a...working with our existing clients. Qualifications: Bachelor's degree required Series 7 License - optional Series 65/66… more
- Monster (Charlotte, NC)
- …and aggressive work ethic with self-discipline follow up skills * Tableau and SQL * Client Series 7 licensed If you have the described qualifications and are ... time working remotely and the rest onsite at the client office in Charlotte, NC (uptown area). Compensation: $31.25...customer role at an investments type company) AND their Series 7. * Strong customer service skills,… more
- Monster (Charlotte, NC)
- Innova Solutions has a client that is immediately hiring for an Investment Operations Specialist Title: Investment Operations Specialist Position type: Full Time - ... individual or teams together in order to resolve complex issues Assist in client account onboarding, input and monitoring of cash payments, customer service ,… more
- Monster (Jersey City, NJ)
- This is a Long term contract role with an international investment banking client , a Fortune 500. This role is based in Newport, Jersey City NJ and is onsite 50%. ... of installing Windows W2K16 and above on industry standard hardware (eg Client /IBM/Dell -including blade servers) Knowledge and experience of IIS, .NET, Knowledge of… more
- JPMorgan Chase (Chicago, IL)
- …capabilities, and skills:** + College degree or equivalent experience + Minimum 3 years of client service experience + FINRA Series 7 and Series ... The Client Service Associate is the primary...The Client Service Associate is the primary point of contact...This role is responsible for establishing, maintaining, and building client relationships. The Client Service … more
- Bank of America (Chandler, AZ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Chandler, Arizona **To proceed with your application, you must be at least 18 years ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Consumer-Investments Investment-Specialist-Trainee--Obtain-SIE- Series -7 66-\_25036654) **Job Description:** At Bank of America, we… more
- Bank of America (Pennington, NJ)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... Life Services Financial Solutions Advisor ( Series 7 & 66 required) Pennington, New Jersey...when inheriting assets. By developing a relationship with the client , Financial Solutions Advisors can engage clients in goals-based… more
- Bank of America (Charlotte, NC)
- National Financial Solutions Advisor I (Charlotte, NC) ( Series 7 Required) Charlotte, North Carolina **To proceed with your application, you must be at least 18 ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/National-Financial-Solutions-Advisor-I--Charlotte--NC Series -7-Required-\_25025608) **Job Description:** At Bank of America, we're creating… more
- Bank of America (Jacksonville, FL)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... Small Business National Financial Solutions Advisor ( Series 7 and 66 Required) Chandler, Arizona;Jacksonville, Florida **To proceed with your application, you must… more
- Raymond James Financial, Inc. (Savannah, GA)
- …and operating statements. + Researches and resolves complex problems relating to client accounts and inquiries. + Assists Branch Manager in disseminating information ... lead others in providing a high level of customer service in a calm and professional manner, constantly projecting...that an exemption or grandfathering cannot be applied. + Series 7, 9 & 10 required. + Series… more
- ADP (El Paso, TX)
- …Years experience with qualified Plans. + At least 2 years' proficiency with client service regarding qualified Plans. + Have SIE, Series 6, Series 63 and ... **ADP is hiring a 401(k) Client Service Manager.** Manages the day to day activities of a 401(K) client services team to ensure delivery of optimal … more
- Bank of America (Atlanta, GA)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded...the role:** + Candidates are **required** to currently hold Series 7 AND Series 66 (or … more
- Bank of America (Washington, DC)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partner closely with advisor teams to deliver a branded client service model focusing on digital solutions...policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or … more
- Bank of America (Frisco, TX)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions...delegating team work. **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or … more
- Truist (Sarasota, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Citigroup (Jacksonville, FL)
- The Senior Group Manager for the Citigold Client Service teams is responsible for implementation and execution of the service model strategy for clients in ... to meet goals. The Senior Group Manager for Citigold Client Service leads and supports transformation initiatives...plans to meet organizational goals + Required US FINRA: Series 7, Series 66 (or 63 and… more
- Bank of America (New York, NY)
- …ACRM role will participate in the overall delivery and management of the client service experience for the Market. **Specific responsibilities include, but are ... not limited to:** + Promote the satisfaction of client service expectations while balancing the risk...able to obtain the following in a specified timeframe: Series 7 (SIE, 7 Top-Off) AND Series … more
- JPMorgan Chase (Houston, TX)
- If you have leadership and mentoring experience as well as delivering premier client service solutions, JP Morgan is the place for you! As a Private Bank ... Client Service Manager within JP Morgan, you...Client Service Manager within JP Morgan, you are responsible for...years of leadership experience + FINRA Securities Industry Essentials, Series 7, Series 24 and Series… more
