- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 and 63 licensing required. Must be able to be licensed ... * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows...responsibilities as assigned. * Hours will be 10 - 7 Eastern Time. **Knowledge, Skills, and Abilities:** **Knowledge of:**… more
- Raymond James Financial, Inc. (TN)
- …* SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 and 63 Licenses Required - Must be able to be ... * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows...**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...pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.… more
- Bank of America (Chandler, AZ)
- Financial Solutions Advisor - Bilingual Spanish ( Series 7 required) Chandler, Arizona **Job Description:** **Position Description** Financial Solutions Advisors ... (FSAs) are phone-based licensed advisors ( Series 7 and 66 required) that provide...resiliency + Ability to effectively manage workload + Superior client service proficiency including excellent verbal, written,… 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… 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
- 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 ... million paid memberships in over 190 countries enjoying TV series , films and games across a wide variety of...to talk to you as well! + 5 to 7 years of tax experience, including public accounting, law… more
- Raymond James Financial, Inc. (FL)
- …+ SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 and 63 licenses required. Must be licensed in All 50 ... rather we want you to focus on delivering a Service 1st client experience. Extensive contact with...Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent - Financial Industry Regulatory Authority… 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 ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...that an exemption or grandfathering cannot be applied. * Series 7 required. * Series … more
- Raymond James Financial, Inc. (Chicago, IL)
- …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...that an exemption or grandfathering cannot be applied. + Series 7 required. + Series … 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...that an exemption or grandfathering cannot be applied. * Series 7 required. * Series … 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 ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...that an exemption or grandfathering cannot be applied. + Series 7 required. + Series … more
- Raymond James Financial, Inc. (Shreveport, LA)
- …**Licenses/Certifications** * SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 required. * Series 63, 65 and/or 66 as ... 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...that an exemption or grandfathering cannot be applied. * Series 7 required. * Series … more
- Truist (Tampa, FL)
- …and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. (candidates that only have ... assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL...the Series 7 or Series 66 will be considered… 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… 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)… 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… more
- US Bank (Wentzville, MO)
- …to meet defined referral client and wealth management introductions. Position requires the FINRA SIE, Series 6 (or Series 7 ) and Series 63 (or ... and discover what you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via multiple… more
- JPMorgan Chase (Chicago, IL)
- …Self-Directed Investing, Chase Private Client , and the JP Morgan Private Bank. As a Client Service Leader within the JP Morgan Wealth Management Client ... The JP Morgan Wealth Management Service Center Team: Our investment professionals work in...(wrap) accounts, and employee benefit programs required + FINRA Series 7 , 63 (or equivalent) required, and… more
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