• TSR Consulting Services, Inc. (Long Island City, NY)
    …Welcome. Description: Seek Individuals who are in the first few years of their Financial Services career , although not required. We seek candidates with ... with NetX 360 (Pershing platform) a plus The Investment Services desk assists Financial Advisors (FAs) and...policies and procedures with regard to every aspect of brokerage operations, including entering orders for the Financial more
    JobDiagnosis (08/15/18)
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  • Client Associate - Wealth Brokerage

    Wells Fargo (Reno, NV)
    …of both Desired Qualifications: * Client services experience * Customer service experience * Financial services experience * Excellent verbal, ... Services include comprehensive planning and advice, investment management, brokerage , private banking, estate planning strategies, trust, insurance and both… more
    Wells Fargo (08/14/18)
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  • Customer Service Rep ( Brokerage )

    Ally (Charlotte, NC)
    …1-2 years experience with proven experience in a Customer Service or Financial Brokerage Services industry. The position performs the following ... + 1-2 years of prior customer service , call center, operations or financial services related experience. + Solid understanding and exposure to financial more
    Ally (07/05/18)
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  • Wealth Management | US Private Bank…

    JPMorgan Chase (Scottsdale, AZ)
    …client service or call center experience preferred, preferably in a financial services environment + Experience with financial products preferred ... JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion,...individual investors, the business also provides retirement products and services , brokerage and banking services more
    JPMorgan Chase (08/16/18)
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  • Customer Service Rep 3 - Brokerage

    Wells Fargo (Salt Lake City, UT)
    Services include comprehensive planning and advice, investment management, brokerage , private banking, estate planning strategies, trust, insurance and both ... begins with outstanding talent. It all begins with you. * Wealth and Investment Management (WIM)* businesses build enduring client...we are and what we do: Our product is service . Our value added is financial guidance.… more
    Wells Fargo (08/16/18)
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  • Wealth Management - Client Service

    JPMorgan Chase (Westerville, OH)
    …or pilot programs, to drive process improvement. + At least two years of financial services or brokerage experience strongly preferred + FINRA Series ... individual investors, the business also provides retirement products and services , brokerage and banking services ...high growth organization within a global leader in the financial services industry. As a Financial more
    JPMorgan Chase (08/09/18)
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  • Wealth Management - Client Service

    JPMorgan Chase (Plano, TX)
    …or pilot programs, to drive process improvement. * At least two years of financial services or brokerage experience strongly preferred * FINRA Series ... individual investors, the business also provides retirement products and services , brokerage and banking services ...high growth organization within a global leader in the financial services industry. As a Client … more
    JPMorgan Chase (07/25/18)
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  • Wealth Management- Investment Support Sr…

    JPMorgan Chase (Chicago, IL)
    …provides support to our investment clients on all brokerage products and services provided by Chase Wealth Management. Work Schedule: 9:15am-5:45pm Monday - ... individual investors, the business also provides retirement products and services , brokerage and banking services ...estates, loans, mortgages and deposits. **JP Morgan Asset Management Service Center** The Chase Wealth Management … more
    JPMorgan Chase (07/05/18)
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  • Wealth Management - CWM Operations,…

    JPMorgan Chase (Plano, TX)
    …contact center management. **Skills required for position:** + Knowledge of the securities/ financial services industry + Critical Thinking + Ability to ... JP Morgan Asset & Wealth Management, with client assets of $2.4 trillion,...individual investors, the business also provides retirement products and services , brokerage and banking services more
    JPMorgan Chase (08/14/18)
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  • Wealth Management - Advisor Processing…

    JPMorgan Chase (Chicago, IL)
    …professionals into our environment. **Qualifications:** . At least five to ten years of financial services or brokerage experience preferred . FINRA Series 7 ... be a key member of the JP Morgan Securities service team in our mission to create great client...provide issue resolution to investment account holders and internal wealth management employees over the telephone. Escalation Team Specialists… more
    JPMorgan Chase (08/02/18)
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  • Financial Customer Service Associate

    Starpoint (Nashville, TN)
    …estimated time frames for requests to be completed. Skills Required: * Financial services /banking/ brokerage experience preferred * Exceptional phone ... Services Specialist is a representative in the Client Services team supporting internal and/or external Wealth ...Desired: * Bachelor degree is preferred * Background in financial services * Four year degree in… more
    Ziprecruiter.com (08/13/18)
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  • Financial Customer Service Associate

    Starpoint (Nashville, TN)
    …providing estimated time frames for requests to be completed. Skills Required: Financial services /banking/ brokerage experience preferred Exceptional phone ... Services Specialist is a representative in the Client Services team supporting internal and/or external Wealth ...inquires Skills Desired: Bachelor degree is preferred Background in financial services Four year degree in related… more
    ZipRecruiter (08/13/18)
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  • Customer Service Rep 3- Distribution…

    Wells Fargo (Roseville, MN)
    …Wells Fargo IRA solutions teams. Wells Fargo IRA rollover solutions include Bank IRA, Full- Service Brokerage IRA, WellsTrade IRA or Advantage Funds IRA. Does not ... Services include comprehensive planning and advice, investment management, brokerage , private banking, estate planning strategies, trust, insurance and...we are and what we do: Our product is service . Our value added is financial guidance.… more
    Wells Fargo (08/08/18)
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  • WM Tpb Client Srv Spclst Lic 1

    Wells Fargo (Salt Lake City, UT)
    services to high net worth clients including comprehensive wealth planning/advice, investment management, brokerage , private banking, retirement, fiduciary ... of our organization. Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852,… more
    Lensa (08/07/18)
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  • Client Service Representative

    Bank of America (Pennington, NJ)
    …of the financial industry and an understanding of Merrill Lynch's brokerage product, services and technology. Associates will also support clients utilizing ... Advisory, FAC and MLD clients requesting retail, retirement and brokerage account products/ service features through inbound...brokerage and Bank of America banking products and services including but not limited to: + Account balances,… more
    Bank of America (08/13/18)
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  • RIA & Retail Client Services Representative

    FOLIOfn, Inc. (Colorado Springs, CO)
    …qualified candidates Minimum of 2 years client service experience, preferably in financial services , retail brokerage or at an investment advisory firm ... FOLIOfn, Inc. provides investment technology and other services to the financial services...Investing is seeking a Series 7 Licensed RIA/Retail Client Services Champion to join our world-class service more
    FOLIOfn, Inc. (07/20/18)
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  • Customer Service Associate

    Russell Tobin & Associates (Nashville, TN)
    …time frames for requests to be completed. Qualifications: Skills Required: * Financial services /banking/ brokerage experience preferred * Exceptional phone ... Services Specialist is a representative in the Client Services team supporting internal and/or external Wealth ...Desired: * Bachelor degree is preferred * Background in financial services * Four year degree in… more
    Ziprecruiter.com (08/13/18)
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  • Customer Service Rep

    Wells Fargo (Roseville, MN)
    …Shifts may change quarterly. #indeedcc Required Qualifications: * 1+ year of customer service experience, financial services industry experience, or a ... Services include comprehensive planning and advice, investment management, brokerage , private banking, estate planning strategies, trust, insurance and both… more
    Wells Fargo (08/10/18)
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  • Customer Service Representative - Collector

    Ally (Little Rock, AR)
    …Qualifications + HS diploma or equivalent required. + Prior experience in financial services or similar industry preferred. Associate's degree or Bachelor's ... Financial Inc. (NYSE: ALLY) is a leading digital financial services company and a top 25...country, a complementary auto-focused insurance business, a growing digital wealth management and online brokerage platform, and… more
    Ally (08/08/18)
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  • WMCS Client Services Representative

    Bank of America (Jacksonville, FL)
    **Job Description:** WMCS Associates will provide service support for all Bank of America / Merrill Lynch GWIM products and service features through inbound ... are required to have a broad knowledge of the financial industry and an understanding of Bank of America...understanding of Bank of America and Merrill Lynch's products, services and technology. Products currently being supports include Deposits,… more
    Bank of America (08/16/18)
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