- Raymond James Financial, Inc. (Memphis, TN)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Bank of America (Towson, MD)
- …follow up in Sales Force, and track all actions/activities to ensure highest level of client service **Required Qualifications:** + Series 7, 63/65 or 66 or ... development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment… more
- Raymond James Financial, Inc. (Carson City, NV)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… 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-\_25031557) **Job Description:** At Bank of America, we… more
- TEKsystems (Fort Worth, TX)
- … 7, 63 &/OR 66 Trade Desk, Mutual Fund Trader, incoming call center, 100% service , work with field office/financial advisors and client facing Taking calls from ... about trading, moving money, etc. Average 30 calls per day Skills Trade Desk, customer service , Brokerage Experience, Series 7, Series 63, series 66,… more
- Bank of America (Lincoln, RI)
- National Financial Solutions Advisor I (Lincoln, RI) ( Series 7 Required) Lincoln, Rhode Island **To proceed with your application, you must be at least 18 years of ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lincoln/National-Financial-Solutions-Advisor-I--Lincoln--RI Series -7-Required-\_25016218-1) **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 Required) Chandler, Arizona;Jacksonville, Florida **To proceed with your application, you must be at… 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
- Securitas Security Services USA, Inc. (Williamsport, PA)
- …personnel, visitors, and the area. Frequently our Security Officers will provide customer service and information to a client 's employees and customers. **See a ... **Security Officer - Little League World Series - Temporary Assignments** $16.00 Per Hour to...Full and Part Time + Must have excellent Customer Service skills + Security positions require you pass our… more
- TEKsystems (Tempe, AZ)
- Job Overview: Our Supervision Support Professionals provide superior customer service as the first line of contact for Supervision technology walk throughs, ... We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive...level support. Requirements: + FINRA Licenses Requirement: SIE and Series 7 + Minimum 1 year of recent customer… more
- Securitas Security Services USA, Inc. (Williamsport, PA)
- …personnel, visitors, and the area. Frequently our Security Officers will provide customer service and information to a client 's employees and customers. We are ... **Security Officer - Little League World Series - Temporary Assignments** **$16.00 Per Hour to...PA** No experience necessary! If you have retail, food service or hospitality industry background you are a great… more
- Bank of America (Lake Oswego, OR)
- …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 (San Diego, CA)
- …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
- Bank of America (San Francisco, CA)
- …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
- Truist (Tampa, 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
- TIAA (Dallas, TX)
- **Wealth Client Relationship Mgmt** The Wealth Client Relationship Management job supervises professional level employees and partners with clients to identify ... and feedback to ensure that team members are delivering high quality service to clients. **Key Responsibilities and Duties** + Develops and implements strategic… more
- Truist (Columbia, MD)
- …development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series 7 ... support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities for retirement… more
- Comerica (Dallas, TX)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more