- Ally (Lansing, MI)
- …- FL, Lewisville - TX, Weaverville - NC The Ally Invest Trading and Client Service Representative is responsible for providing exceptional customer service ... trading tools. **The Skills You Bring** * Knowledge: FINRA Series 7 & 63 or 66 licenses...focusing on execution, accuracy and efficiency. * Experience processing client service requests a full service… more
- Robert Half Accountemps (St. Cloud, MN)
- …appointment follow-up and processing of transactions and forms and applications. The Client Service Associate is a licensed position ( Series 7 , 66 & MN ... with a primary financial advisor in all aspects of client service including taking client ...in financial planning business is desirable O. hold the Series 7 , 66 and MN life/health and… more
- Bank of America (Hunt Valley, MD)
- National Financial Solutions Advisor I (Hunt Valley, MD) ( Series 7 Required) Hunt Valley, Maryland **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
- Bank of America (Pennington, NJ)
- National Financial Solutions Advisor I (Pennington, NJ) ( Series 7 Required) Pennington, New Jersey **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.**...clients first to meet their evolving needs. **Required skills** * Series 7 , and 66 or equivalent (if… more
- Bank of America (Pennington, NJ)
- Registered National Financial Solutions Advisor I (Pennington, NJ) ( Series 7 & 66 or equivalent Required) Pennington, New Jersey **Job Description:** At Bank of ... client requests and makes referrals to appropriate internal service providers based on client needs and...clients first to meet their evolving needs. **Required qualifications** * Series 7 , and 66 or equivalent *Is… more
- TEKsystems (Charlotte, NC)
- …of onsite training - 5 days on/ 5 days remote after training is complete Top Skills: - Series 7 required - MUST BE ACTIVE or within 2 year window so it may be ... of function policies procedures and compliance requirements. Provide information to client personnel in Customer Service . Required Qualifications: 2 years… more
- TEKsystems (Salt Lake City, UT)
- *Active Series 7 Required Duration: 6+Month Contract-to-Hire Benefits: W2, Full Health Dental and Vision, Location: Hybrid Job Responsibilities: The Compliance ... backlog of cases in their legacy system. Operational and service cases are on a variety of subject matter....rating assigned by the QA team. Requirements: Licensed in Series 7 About TEKsystems: We're partners in… more
- TEKsystems (Salt Lake City, UT)
- …banking, brokerage, advisors, etc. Day to day: + When someone files a complaint, a Client Service Consultant will send them a letter that includes their contact ... Because these letters include the CSC's contact information, the client may call + This is not a call...Additional Skills & Qualifications: + Must have an active series 7 license (need to have at… more
- TEKsystems (Salt Lake City, UT)
- …and compliance requirements. * Provide information to client personnel in Customer Service . Skills: Series 7 , customer service , brokerage operations, ... Opportunity to join a Financial Service Company in Salt Lake City as the...P (8 hr shift) Description: Must have experience with Series 7 * Participate in low to… more
- Morgan Stanley (Boston, MA)
- *POSITION SUMMARY* Client Service Associates help shape the...Advisors * Pursue FINRA registration by obtaining the SIE, Series 7 , and Series 66, ... experience through an elevated standard of care. The Client Service Associate assists with the development...Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series … more
- Morgan Stanley (Gilbert, AZ)
- …as a Virtual Client Solutions Client Services Professional and gain your Series 7 and 66 licenses. *Position Overview*: As a*Registered Client ... Client Solutions team is seeking a *Registered Client Service Associate *in our *Gilbert, AZ*...and paid study time for incumbents to obtain their Series 7 and 66 post hire to… more
- Morgan Stanley (South Jordan, UT)
- …collaborative organization? The Morgan Stanley Virtual Client Solutions team is seeking a* Client Service Associate** *to help provide exceptional client ... existing clients and Financial Advisor teams. *Position Overview*: The * Client Service Associate* is responsible for understanding...* Opportunity to launch your career and gain your Series 7 and Series 66… more
- Truist (Houston, TX)
- …and attributes of annuity products. 6. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. Candidates with only the ... assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES... Series 7 will be considered and can obtain the … more
- Truist (Daytona Beach, 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. This...a Series 7 or Series 66 will be considered… more
- Morgan Stanley (Seattle, WA)
- *POSITION SUMMARY* Client Service Associates help shape the...Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series ... experience through an elevated standard of care. The Client Service Associate assists with the development...66 (AG/RA) or Series 63 (AG) and Series 65 (RA) _*Knowledge/Skills*_ * Strong computer skills and… more
- Morgan Stanley (Westport, CT)
- *POSITION SUMMARY* Client Service Associates help shape the...Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series ... experience through an elevated standard of care. The Client Service Associate assists with the development...66 (AG/RA) or Series 63 (AG) and Series 65 (RA) _*Knowledge/Skills*_ * Strong computer skills and… more
- Morgan Stanley (Melville, NY)
- *POSITION SUMMARY* Client Service Associates help shape the...Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series ... experience through an elevated standard of care. The Client Service Associate assists with the development...66 (AG/RA) or Series 63 (AG) and Series 65 (RA) _*Knowledge/Skills*_ * Strong computer skills and… more
- Bank of America (Mobile, AL)
- …Strategy Plans. MCRMs partner 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...role:** + Candidates are **required** to currently hold SIE, Series 7 AND Series 66… more
- Bank of America (Boca Raton, FL)
- …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
- Morgan Stanley (Garden City, NY)
- *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated ... in developing a business plan and delivering against a client service model * Support the team's...EXPERIENCE, KNOWLEDGE, and SKILLS:* *Education and/or Experience* * Active Series 7 (GS), and Series … more
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