- TEKsystems (Charlotte, NC)
- …low to moderately complex initiatives and identify opportunity for process improvements within Customer Service . Review and analyze basic or tactical Customer ... and compliance requirements. Provide information to client personnel in Customer Service . Required Qualifications: 2 years of...days remote after training is complete Top Skills: - Series 7 required - MUST BE ACTIVE… more
- TEKsystems (Salt Lake City, UT)
- …procedures and compliance requirements. * Provide information to client personnel in Customer Service . Skills: Series 7 , customer service , ... P (8 hr shift) Description: Must have experience with Series 7 * Participate in low to...complex initiatives and identify opportunity for process improvements within Customer Service . * Review and analyze basic… more
- Bank of America (Charlotte, NC)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Charlotte, North Carolina **Job Description:** At Bank of America, we are guided ... pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66....**Skills Used in this Role:** * Establishing Trust * Customer Service * Overcoming Objections * Consulting… more
- Randstad US (Salt Lake City, UT)
- licensed series 7 . + salt lake city ,...500 Financial Services Company and they are hiring a Customer Service Specialist to work in their Salt ... at least 2 years of experience with your ACTIVE Series 7 license. Series ...AM - 5 PM education: Bachelors Responsibilities As a Customer Service Specialist, job duties include: +… 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 ... Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds...clients first to meet their evolving needs. **Required qualifications** * Series 7 , and 66 or equivalent *Is… more
- TEKsystems (Salt Lake City, UT)
- …a more complex variety of support services in account management, operations, documentation, customer service and technical support + The cases will be assigned ... day: + When someone files a complaint, a Client Service Consultant will send them a letter that includes...Additional Skills & Qualifications: + Must have an active series 7 license (need to have at… more
- Randstad US (Flint, MI)
- customer service specialist 2. + flint , michigan +...bring at least 2 years of experience with your ACTIVE Series 7 license. Series 7 ... client is a Fortune 500 Financial Services Company and they are hiring a Customer Service Specialist to work in their St. Louis location. If you are interested… more
- Bank of America (Jacksonville, FL)
- …accordance with terms and conditions set forth in the offer letter. You must achieve your SIE, Series 7 and Series 63 licensing with 240 days of your start ... successfully obtain your industry licenses (Security Industry Essentials SIE, Series 7 and Series 63...resolve concerns in a timely manner and deliver exceptional customer service + Navigates multiple systems to… more
- Morgan Stanley (Gilbert, AZ)
- …career today as a Virtual Client Solutions Client Services Professional and gain your Series 7 and 66 licenses. *Position Overview*: As a*Registered Client ... and paid study time for incumbents to obtain their Series 7 and 66 post hire to...of inbound calls and emails from participants, providing world-class customer service to both internal and external… more
- Morgan Stanley (South Jordan, UT)
- Are you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to work with, ... of inbound calls and emails from participants, providing world-class customer service to both internal and external...* Opportunity to launch your career and gain your Series 7 and Series 66… more
- Charles Schwab (Austin, TX)
- …quo" and transform the finance industry together. When you join us as a Customer Service Professional in our Participant Services team, you're starting your ... of clients; our goal is that through providing best-in-class service , and caring enough to ask the difficult questions,...in Spanish is a plus + Active and valid Series 7 & 63 license is beneficial… more
- Motion Recruitment Partners (Charlotte, NC)
- Brokerage Customer Service Specialist Charlotte, NC **Hybrid** Contract $32.31/hr - $36.41/hr Outstanding long-term contract opportunity! A well-known Financial ... Services Company is looking for a Customer Service Specialist 2 in Charlotte, NC...Contract Duration: 6 Months **Required Skills & Experience** + Series 7 (must be active). + Brokerage… more
- Charles Schwab (Richfield, OH)
- …quo" and transform the finance industry together.When you join us as a Customer Service Professional in our Participant Services team, you're starting your ... of clients; our goal is that through providing best-in-class service , and caring enough to ask the difficult questions,...Bilingual in Spanish a plus + Active and valid Series 7 & 63 licenses are beneficial… more
- Noblis (Washington, DC)
- …Innovative Solutions (SETIS) portfolio willprovidea broad range of Research, Service Analysis, Strategic Planning, Systems Engineering (SE), technical, financial, ... and benefits. + Monitor technical performance measures and other system and service metrics for the critical and essential services. + Perform economic analysis,… more
- Bank of America (New York, NY)
- …compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 ... Series 65), Series 9 AND Series 10 (or Series 8) or equivalent...Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong… more
- Wells Fargo (Virginia Beach, VA)
- …moderately complex to complex client needs + May study and test for additional licenses ( Series 7 and Series 66) once the minimum licensing requirements are ... outlined in the job expectations below **Required Qualifications:** + 4+ years of customer service experience, or equivalent demonstrated through one or a… more
- Bank of America (San Jose, CA)
- …delegating team work. **Key Qualifications for the role:** + Candidates are **required** to currently hold SIE, Series 7 AND Series 66 (or Series 63 AND ... Series 65), Series 9 AND Series 10 (or Series 8) or equivalent...Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong… more
- CSL Plasma (Syracuse, NY)
- …required Experience * Minimum of 18 months experience in a clerical or customer service related position, preferably in medical or health provider environment ... Responsible for greeting donors at the plasma collection center and conducting a series of registration procedures to qualify donors for the plasma pheresis process.… more
- Wells Fargo (Sugar Land, TX)
- …outlined in the job expectations below **Required Qualifications:** + 2+ years of customer service experience, or equivalent demonstrated through one or a ... to qualify for immediate FINRA registration + State Insurance license(s) + Customer service focus with experience handling transactions across multiple systems… more
- Bank of America (Mobile, AL)
- …and procedures **Key Qualifications for the role:** + Candidates are **required** to currently hold SIE, Series 7 AND Series 66 (or Series 63 AND ... Series 65), Series 9 AND Series 10 (or Series 8) or equivalent...Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong… more