- Robert Half Accountemps (St. Cloud, MN)
- …and processing of transactions and forms and applications. The Client Service Associate is a licensed position ( Series 7, 66 & MN Life & Variable ... Annuity). This allows the Client Service Associate to interact...in financial planning business is desirable O. hold the Series 7, 66 and MN life/health and variable annuity… more
- TEKsystems (Charlotte, NC)
- …of function policies procedures and compliance requirements. Provide information to client personnel in Customer Service . Required Qualifications: 2 years ... initiatives and identify opportunity for process improvements within Customer Service . Review and analyze basic or tactical Customer ...days remote after training is complete Top Skills: - Series 7 required - MUST BE ACTIVE or within… more
- Morgan Stanley (Boston, MA)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... to diversifying its workforce. M/F/D/V. **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *Massachusetts-Boston* **Requisition… more
- Morgan Stanley (Gilbert, AZ)
- …so, the Morgan Stanley Virtual Client Solutions team is seeking a *Registered Client Service Associate *in our *Gilbert, AZ* office* *to help effectively ... career today as a Virtual Client Solutions Client Services Professional and gain your Series ... 7 and 66 licenses. *Position Overview*: As a*Registered Client Service Associate *, you will… more
- Morgan Stanley (South Jordan, UT)
- …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...* Opportunity to launch your career and gain your Series 7 and Series 66 licenses *… more
- Morgan Stanley (Seattle, WA)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate ** **Location:** *Washington-Seattle*… more
- Morgan Stanley (Westport, CT)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *Connecticut-Westport*… more
- Morgan Stanley (Melville, NY)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series 66 (AG/RA)...to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *New… more
- Morgan Stanley (San Francisco, CA)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-San ... experience through an elevated standard of care. The Portfolio Associate assists with the development and growth of business...in developing a business plan and delivering against a client service model * Support the team's… more
- Morgan Stanley (Denver, CO)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Colorado-Denver* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape...EXPERIENCE, KNOWLEDGE, and SKILLS:* *Education and/or Experience* * Active Series 7 (GS), and Series 66 (AG/RA)… more
- Morgan Stanley (Bethesda, MD)
- …diversifying its workforce. M/F/D/V **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Maryland-Bethesda* ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape...EXPERIENCE, KNOWLEDGE, and SKILLS* *Education and/or Experience* * Active Series 7 (GS), and Series 66 (AG/RA)… more
- Truist (Charlotte, NC)
- …FL 5130 Parkway Plaza Blvd, Charlotte, NC 303 Peachtree Street, Atlanta, GA Associate is tasked with providing sales and operational support to Omni Channel, ... including Investment Care Center and Client Advisory Center. Responsible for the general servicing and...products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. Candidates… more
- Truist (Houston, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Truist (Daytona Beach, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. This position is ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Kestra Financial (Raleigh, NC)
- Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients ... creating the life they envision. Who We Want: The client service associate plays a...the independent financial services culture preferred Certificates, Licenses, Registration * Series 7 and 65/66 preferred (or ability to… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... 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. (Washington, DC)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... 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
- JPMorgan Chase (Tempe, AZ)
- …delivers premier client service , JP Morgan is the place for you! As a Client Service Associate within the US Private Bank at JP Morgan you will be ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Morgan Stanley (Washington, DC)
- …M/F/D/V **Job:** **Wealth Management* **Title:** *Private Wealth Management Senior Registered Client Service Associate * **Location:** *District of ... *POSITION SUMMARY* Senior Registered Client Service Associates (CSAs) help shape...KNOWLEDGE, and SKILLS* _*Education and/or Experience*_ * Active SIE, Series 7 and 66 (or 63 and 65) *… more
- Kestra Financial (Columbus, OH)
- …of contact for any infrastructure requests + Other duties as assigned by Senior Client Service Associate + Advanced computer skills (Outlook, Word, Excel ... The Client Service Coordinator reports to the...the independent financial services culture preferred Certificates, Licenses, Registration * Series 7 and 65/66 preferred (or ability to… more