- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and final communications. * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows up, either verbally ... or in writing, to ensure client satisfaction. * Responds to incoming inquiries related to...**Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. *… more
- Raymond James Financial, Inc. (TN)
- …and final communications. * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows up, either verbally ... or in writing, to ensure client satisfaction. * Responds to incoming inquiries related to...**Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. *… more
- Bank of America (Lincoln, RI)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Lincoln, Rhode Island **Job Description:** At Bank of America, we are guided by a ... where the representative is expected to take several inbound service calls daily to solve for financial needs. Key...to sales with existing Merrill clients * Provides exceptional client care, growing client relationships, and guiding… more
- Bank of America (Chandler, AZ)
- …orientation and resiliency + Ability to effectively manage workload + Superior client service proficiency including excellent verbal, written, and listening ... that provides mass affluent clients with holistic financial advice and deepens client relationships by identifying broader product and service solutions that… more
- University of Colorado (Aurora, CO)
- …for Dependency, Addiction, and Rehabilitation (CeDAR) (Open Rank Professor Series )** **Description** **University of Colorado Anschutz Medical Campus** **School of ... for Dependency, Addiction, and Rehabilitation** **(CeDAR) (Open Rank - Professor Series )** **Position #00826737 - Requisition #34694** **This position may be… more
- Bank of America (Lincoln, RI)
- National Financial Solutions Advisor I (Lincoln, RI) ( Series 7 Required) Lincoln, Rhode Island **Job Description:** At Bank of America, we're creating real, ... a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + **Build your network.**...first to meet their evolving needs. **Required skills** + Series 7, and 66 or equivalent (if not currently… more
- Netflix (Los Angeles, CA)
- …any time. We are seeking a collaborative and passionate professional with a strong client - service orientation to join our UCAN-based Production Tax team as a ... services, with 283 million paid memberships in over 190 countries enjoying TV series , films and games across a wide variety of genres and languages. Members… more
- Raymond James Financial, Inc. (Atlanta, GA)
- …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
- Raymond James Financial, Inc. (Westlake, OH)
- …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
- 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 securityinformation… more
- Raymond James Financial, Inc. (St. Louis, MO)
- …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
- Raymond James Financial, Inc. (FL)
- …proactive, virtual support to financial advisors. Provide efficient, high quality client service , account maintenance, and administrative support to advisors ... met and necessary support is being provided. * Manages client account maintenance activities which includes, but is not...and special outreach projects, etc. * Provides high caliber service to clients by responding to inquiries and requests… more
- Raymond James Financial, Inc. (Shreveport, LA)
- …Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… 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
- Raymond James Financial, Inc. (Greenville, SC)
- …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...manage and standardize best practices for various activities: new client on-boarding, + large client liquidity events,… 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
- Raymond James Financial, Inc. (Cedar Knolls, NJ)
- …is why we are growing our team and seeking a registered, team-oriented, high-performing Client Service Advisor to complement our existing team. **Purpose of the ... Role:** The Registered Client Service Advisor is accountable for managing...Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 65 or Series 66_RA - Investment… more
- Bank of America (Washington, DC)
- …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
- US Bank (Wentzville, MO)
- …and discover what you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via multiple ... the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking… more
- Vanguard (Scottsdale, AZ)
- …experience to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative. At Vanguard, we believe in supporting our ... supported when they call in to Vanguard. As a Client Service Excellence Representative, you will: +...degree, or bachelor's degree. + This job requires a Series 7 and 63 regulatory license and/or registration (eg… more