- Fidelity TalentSource LLC (Palo Alto, CA)
- …of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. ... your experienceWe will support you while you learn the FINRA licensing material and work to obtain the Series...have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you… more
- Equitable (Charlotte, NC)
- Client Care Specialist ( FINRA Required) ( 24000081 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : ... Total Rewards Program (https://portal.equitable.com/appentry/EDoxRedirect?node\_id=A2023013000001) \#LI-HYBRID **Qualifications** **Required Qualifications** + FINRA Series SIE, 6 and 63 - OR -… more
- T. Rowe Price (Baltimore, MD)
- …our employees to feel challenged, engaged and valued. Role Summary + The Client Service Specialist is responsible for servicing our institutional clients holding ... separate accounts, sub-advised and proprietary TRP products. The Client Service Specialist is accountable for owning...with demonstrated initiative and the ability to work independently. FINRA Requirements: FINRA licenses are not required… more
- PNC (PA)
- …provides a service experience that builds brand loyalty and enhances the overall client relationship. ISG also supports our advisors in navigating the firm's various ... business requests as effectively and efficiently as possible. REQUIRED: FINRA SIE, series 7 & 63 (or series 66)...sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource.… more
- T. Rowe Price (Colorado Springs, CO)
- …and a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP's, and Intermediary Platform ... providers throughout the United States. The Senior Alternative Investment Specialist position offers a unique opportunity to expand and deepen TRP's significant… more
- T. Rowe Price (New York, NY)
- …and a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP's, and Intermediary Platform ... T. Rowe Price is seeking to recruit a Hybrid Alternative Investment Specialist who has experience with distribution of alternatives, including working directly with… more
- T. Rowe Price (Colorado Springs, CO)
- …to join us and grow your career with us. About This Position As a Specialist , Contact Center Services with our Select Client Services group , you will ... a part of team recognized as a leader in client experience. Responsibilities + Independently assists clients by responding...week after the successful completion of a training program. FINRA Requirements FINRA 7, 63 licenses are… more
- Charles Schwab (Lone Tree, CO)
- …the status quo" and transform the finance industry together. _** As a Sr. Specialist , Service Associate in our Centralized Service & Operations group, you will be ... that supports our Schwab Wealth Advisory clients. On this client -facing, in-bound phone team, you will be able to...Qualifications:** + Undergraduate degree required + Active and valid FINRA Series 7 license required + Active and valid… more
- Charles Schwab (Lone Tree, CO)
- …and key partners, focusing their efforts on education, advice, and sales. Typical client needs in the fixed income markets can range from basic information and ... clients and organizations. The Fixed Income Specialists identifies and understands client goals and objectives and recommends appropriate investment vehicles to meet… more
- T. Rowe Price (Colorado Springs, CO)
- …join us and grow your career with us. ABOUT THIS POSITION As a Senior Sales Specialist , you will play an integral role in the success of our organization. You will ... you will identify and qualify high-value participants to a Retirement Specialist or Financial Consultant who will deliver enhanced personalized consultations. Our… more
- Bank of America (Pennington, NJ)
- …compensation, and equity award service plans). Key responsibilities include providing exceptional client care , growing client relationships, and guiding ... Financial Service Representative- Retirement and Benefits Investment Specialist Pennington, New Jersey;Tampa, Florida **Job Description:** At Bank of America, we are… more
- Atria Wealth Solutions (Syracuse, NY)
- …with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices. We are looking for ... a Financial Services Processor / Cashiering Specialist to join our organization. In this role, you will be responsible for the proper, efficient, and compliant… more
