- Raymond James Financial, Inc. (NC)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows...**Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. *… more
- Bank of America (Pennington, NJ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a ... where the representative is expected to take several inbound service calls daily to solve for financial needs. Key...to sales with existing Merrill clients * Provides exceptional client care, growing client relationships, and guiding… more
- Bank of America (Hunt Valley, MD)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Hunt Valley, Maryland;Jacksonville, Florida; Fort Worth, Texas; Lincoln, Rhode Island; ... make a difference. Join us! Job Description: This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to… more
- Bank of America (Charlotte, NC)
- National Financial Solutions Advisor I (Charlotte, NC) ( Series 7 Required) Charlotte, North Carolina **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 not currently… more
- Raymond James Financial, Inc. (Savannah, GA)
- …and operating statements. + Researches and resolves complex problems relating to client accounts and inquiries. + Assists Branch Manager in disseminating information ... lead others in providing a high level of customer service in a calm and professional manner, constantly projecting...that an exemption or grandfathering cannot be applied. + Series 7, 9 & 10 required. + Series… more
- Securitas Security Services USA, Inc. (Williamsport, PA)
- …personnel, visitors, and the area. Frequently our Security Officers will provide customer service and information to a client 's employees and customers. We are ... **Security Officer - Little League World Series - Temporary Assignments** **$16.00 Per Hour to...PA** No experience necessary! If you have retail, food service or hospitality industry background you are a great… more
- Raymond James Financial, Inc. (St. Louis, MO)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... 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
- Raymond James Financial, Inc. (Trinity, FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **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
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... could take you! **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. (FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... virtual support to financial advisors. Provide efficient, high quality client service , account maintenance, and administrative support...that an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65… more
- Raymond James Financial, Inc. (Shreveport, LA)
- …Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Bank of America (Melville, NY)
- …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 (or … more
- Bank of America (San Francisco, CA)
- …Plans. The PWCRM partners 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...the role:** + Candidates are **required** to currently hold Series 7 AND Series 66 (or … more
- Raymond James Financial, Inc. (Greenville, SC)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...manage and standardize best practices for various activities: new client on-boarding, + large client liquidity events,… more
- Truist (Brentwood, TN)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- ADP (Dallas, TX)
- **ADP is hiring a 401(k) Client Service Manager.** Manages the day...or be able to obtain the following licenses: SIE, Series 6, Series 63, Series ... receive accurate, professional and timely responses to inquiries/issues. Ensures seamless client service through regular interfaces with internal business… more
- Raymond James Financial, Inc. (Morristown, NJ)
- …is why we are growing our team and seeking a registered, team-oriented, high-performing Client Service Advisor to complement our existing team. **Purpose of the ... Role:** The Registered Client Service Advisor is accountable for managing...Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 65 or Series 66_RA - Investment… more
- Citigroup (San Antonio, TX)
- …of products and services. + Directly responsible for providing timely responses to client service requests, received via telephone or email. + Provides ... control issues with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance,… more
- US Bank (North Liberty, IA)
- …and discover what you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via multiple ... the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series 7 ... support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities for retirement… more