- Ally (Raleigh, NC)
- …- FL, Lewisville - TX, Weaverville - NC The Ally Invest Trading and Client Service Representative is responsible for providing exceptional customer service ... 9:00-6:00 EST **The Skills You Bring** * Knowledge: FINRA Series 7 & 63 or 66 licenses...focusing on execution, accuracy and efficiency. * Experience processing client service requests a full service… more
- Robert Half Accountemps (St. Cloud, MN)
- …appointment follow-up and processing of transactions and forms and applications. The Client Service Associate is a licensed position ( Series 7 , 66 & MN ... with a primary financial advisor in all aspects of client service including taking client ...in financial planning business is desirable O. hold the Series 7 , 66 and MN life/health and… more
- Neuberger Berman (New York, NY)
- …+ Proficient in Microsoft Word, Excel, PowerPoint + 1 - 2 years of client service or asset management experience required + Series 7 , 66 and 31 licenses ... **Summary** The Client Service Analyst will work directly with the Head of North America Client Service . The Analyst will support carrying out their… more
- Bank of America (Hunt Valley, MD)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Hunt Valley, Maryland **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...pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.… more
- Bank of America (Pennington, NJ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66). Pennington, New Jersey;Rolling Meadows, Illinois **Job Description:** At Bank of ... intern** Job Description: This role is responsible for phone-based service to relationship role where the representative is expected...pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.… more
- Motion Recruitment Partners (St. Louis, MO)
- Series 7 Brokerage Customer Service...contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and ... well-known Financial Services Company is looking for a Customer Service Specialist in St Louis, MO (Hybrid). Work with...Duration: 12 Months **Required Skills & Experience** + Active Series 7 Licensed (or within 2 year… more
- Bank of America (Chandler, AZ)
- National Financial Solutions Advisor I ( Series 7 Required) Chandler, Arizona **Job Description:** At Bank of America, we're creating real, meaningful ... 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… more
- Bank of America (Pennington, NJ)
- National Financial Solutions Advisor I (Pennington, NJ) ( Series 7 Required) Pennington, New Jersey **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.**...clients first to meet their evolving needs. **Required skills** * Series 7 , and 66 or equivalent (if… 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 ... client requests and makes referrals to appropriate internal service providers based on client needs and...clients first to meet their evolving needs. **Required qualifications** * Series 7 , and 66 or equivalent *Is… more
- Morgan Stanley (Boston, MA)
- *POSITION SUMMARY* Client Service Associates help shape the...Advisors * Pursue FINRA registration by obtaining the SIE, Series 7 , and Series 66, ... experience through an elevated standard of care. The Client Service Associate assists with the development...Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series … more
- Morgan Stanley (Gilbert, AZ)
- …as a Virtual Client Solutions Client Services Professional and gain your Series 7 and 66 licenses. *Position Overview*: As a*Registered Client ... Client Solutions team is seeking a *Registered Client Service Associate *in our *Gilbert, AZ*...and paid study time for incumbents to obtain their Series 7 and 66 post hire to… more
- Morgan Stanley (Alpharetta, GA)
- …collaborative 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 for understanding...* Opportunity to launch your career and gain your Series 7 and Series 66… more
- Truist (Houston, TX)
- …and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. (Candidates that only have ... assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL...the SIE and Series 7 will be considered and can… more
- Truist (Coral Gables, FL)
- …and attributes of annuity products. 6. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. Candidates with only the ... assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES... Series 7 will be considered and can obtain the … more
- Bank of America (Florham Park, NJ)
- …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… more
- Bank of America (Cincinnati, OH)
- …Strategy Plans. MCRMs partner 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...role:** + Candidates are **required** to currently hold SIE, Series 7 AND Series 66… more
- Morgan Stanley (Miami, FL)
- *POSITION SUMMARY:* Senior Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard ... of care. The Senior Client Service Associate assists with the development...Diploma/Equivalency * College degree preferred * Willingness to obtain Series 7 (GS), and Series … more
- Morgan Stanley (Seattle, WA)
- *POSITION SUMMARY* Client Service Associates help shape the...Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series ... experience through an elevated standard of care. The Client Service Associate assists with the development...66 (AG/RA) or Series 63 (AG) and Series 65 (RA) _*Knowledge/Skills*_ * Strong computer skills and… more
- Morgan Stanley (Walnut Creek, CA)
- *POSITION SUMMARY* Client Service Associates help shape the...Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series ... experience through an elevated standard of care. The Client Service Associate assists with the development...66 (AG/RA) or Series 63 (AG) and Series 65 (RA) _*Knowledge/Skills*_ * Strong computer skills and… more
- Morgan Stanley (Sacramento, CA)
- *POSITION SUMMARY* Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated ... standard of care. The Client Service Associate assists with the development...EXPERIENCE, KNOWLEDGE, and SKILLS:* *Education and/or Experience* * Active Series 7 (GS), and Series … more
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