- Randstad US (Salt Lake City, UT)
- licensed series 7. + salt lake city , utah + posted...of the Big Four Banks in the United States? Our client is a Fortune 500 Financial Services Company and they ... are hiring a Customer Service Specialist to work in their Salt lake City location....at least 2 years of experience with your ACTIVE Series 7 license. Series 7 is required!… 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, ... we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each...next level of Financial Solutions Advisor. And we will support you along the way with dedicated programs, tools… 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, ... we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each...next level of Financial Solutions Advisor. And we will support you along the way with dedicated programs, tools… more
- Ventura County (Ventura, CA)
- …into the workforce. THE POSITION Under general supervision, Human Services (HS) Client Benefit Specialist series performs operational functions related ... hour (Level III). + Flexible Workweek/Telework Schedule - We support work life balance by offering compressed work (eg,...goals Distinguishing Characteristics: Each successive level in the HS Client Benefit Specialist series is… more
- TD Bank (Marlton, NJ)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point of client ... service to achieve greater share of wallet. The Private Client Service Associate will support other team...Guides and directs others as necessary; acts as a specialist resource to support all wealth management… more
- Wells Fargo (San Francisco, CA)
- Wells Fargo is seeking a Divisional Governance Specialist in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and ... + US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to… more
- First Horizon Bank (Metairie, LA)
- …: On site at location listed in job posting. **Summary** The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a ... building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance ...inbound calls/requests when needed and all other facets of support activities assigned. * Extensive client contact… more
- Charles Schwab (Albany, NY)
- …us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your ... this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom...Although licensing isn't required for the role, Schwab will support you to become licensed in the Series… more
- PNC (PA)
- …63 (or series 66) **Job Description** + Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer ... Services Group (ISG) within the PNC Investment Center. ISG is a multi-functioning support center that is available to PNC Investment's clients and provides a service… more
- Guardian Life (Pittsfield, MA)
- …self-motivated individual to join our Client Outreach team. As a Senior Client Outreach Specialist , you will partner with Guardian General Agencies to help ... clients. You will also work to test our new client retention and lead generation efforts! **You are** +...sales and planning opportunities + Deliver high level of support to clients and prospects + Collaborate with General… more
- Equitable (Charlotte, NC)
- Client Care Specialist (FINRA Required) ( 24000081 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : Full-time ... Rewards Program (https://portal.equitable.com/appentry/EDoxRedirect?node\_id=A2023013000001) \#LI-HYBRID **Qualifications** **Required Qualifications** + FINRA Series SIE, 6 and 63 - OR - 7… more
- Bank of America (Jacksonville, FL)
- Financial Service Representative- Retirement and Benefits Investment Specialist Jacksonville, Florida **Job Description:** At Bank of America, we are guided by a ... in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both… more
- Bank of America (Dallas, TX)
- …investment management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems ... up to and including termination. **Responsibilities:** + Provides quality client service and effective operations support by...held by the Financial Advisor(s) and Advisor Team(s) they support .If Series 7, 63/65 or 66 or… more
- Bank of America (Southampton, NY)
- …must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support . If Series 7, 63/65 or 66 or equivalent are not currently ... Wealth Management Specialist - NR Southampton, New York **Job Description:**...support sound decisions + Ability to research escalated client issues for response/resolution **Shift:** 1st shift (United States… more
- TD Bank (Greenville, SC)
- …**Line of Business:** TD Wealth **Job Description:** The Financial Advisor Support Specialist acts as a point of client contact accountable to serve the ... Financial Advisors (FAs) and their clients. The Financial Advisor Support Specialist supports the FA team and...receive the complete on-boarding experience, which includes: a thorough client discovery leading to a truly exceptional Client… more
- Fifth Third Bank, NA (Effingham, IL)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Licensed Investment Support Specialist I provides office management support for registered ... the relationship and serving the best interest of the client . + Educate and coach business partners on current...+ Minimal travel may be required. #LI-JS1 Licensed Investment Support Specialist I LOCATION -- Effingham, Illinois… more
- El Paso County (Colorado Springs, CO)
- …Care. This position is part of the Human Services Benefits & Eligibility Specialist career progression series , which includes Human Services Associate Benefits & ... Human Services Benefits & Eligibility (Associate & Specialist ) Print (https://www.governmentjobs.com/careers/elpasocountyco/jobs/newprint/4474311) Apply Human Services Benefits… more
- El Paso County (Colorado Springs, CO)
- …Care. This position is part of the Human Services Benefits & Eligibility Specialist career progression series , which includes Human Services Associate Benefits & ... Human Services Benefits & Eligibility (Associate & Specialist ) - CCCAP Print (https://www.governmentjobs.com/careers/elpasocountyco/jobs/newprint/4477979) Apply Human… more
- International Rescue Committee (San Diego, CA)
- …CA USA Work Arrangement:Hybrid Job Description Job Overview: The Digital Inclusion Specialist will support IRC's Digital Inclusion Project under the direct ... integrating NDIA training into culturally and linguistically competent Digital literacy training series . In addition, this role will support the distribution of… more
- BMO Financial Group (SD)
- …Financial Advisors and internal business partners within the bank. **70%: Service Oriented Client Support ** -Service incoming phone calls and emails from clients ... superior customer service experience. Being the first point of client contact, the BIS Investment Service Specialist ...comprehensive service to clients in the mass market segment - Support service requests based on investment solutions from a… more