• Consumer Investments - Investment Specialist…

    Bank of America (Chandler, AZ)
    Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Chandler, Arizona **Job Description:** At Bank of America, we are guided by a ... 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
    Bank of America (10/30/24)
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  • Inheritance Service Associate…

    Raymond James Financial, Inc. (Memphis, TN)
    …resolution and completion of tasks. **Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. * Establish and ... department at the Raymond James home office, provides exceptional service to Raymond James' clients. Although we operate as...that an exemption or grandfathering cannot be applied. * Series 7 License required. 63 preferred, or… more
    Raymond James Financial, Inc. (11/01/24)
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  • Trade Desk Representative

    TEKsystems (Fort Worth, TX)
    …money, etc. Average 30 calls per day Skills: Series 7 , series 63, series 66, customer service , call center Top Skills Details: Series 7 , ... series 63, series 66, customer service Additional Skills & Qualifications: Need Series 7 & 63 or 66 Needs customer service experience, call… more
    TEKsystems (10/30/24)
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  • Associate - Glenwood

    Thrivent Financial (Glenwood, MN)
    …of hire, and within 24 months of hire for FINRA SIE , Series 7 and 66 . + Demonstrated customer service orientation/experience, 2+ years preferred. ... role in our client experience, so an outgoing and service -oriented mindset is a must. The team Dane Ankeny's...MoneyGuide Pro and Morningstar. + Complete electronic and paper service forms and new business applications. + Seek to… more
    Thrivent Financial (09/11/24)
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  • Capital Markets Managing Director I-Sales (IC)(F)

    PNC (New York, NY)
    …Markets organization, you will be based in New York, NY. Finra licensed required: SIE, Series 7 and 63. Required within 120 days of hire. Preferences: Extensive ... team, relationship managers, investment bankers, traders and other internal service partners to develop, market and deliver complex capital...employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and… more
    PNC (10/26/24)
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  • Capital Markets Managing Director I-Sales (IC)(F)

    PNC (Madison, NY)
    …desk and public finance partners. Licensing requirements: Finra SIE, Series 52 and 63 (or Series 7 , if taken prior to 11/ 7 /2011, is acceptable in lieu of ... team, relationship managers, investment bankers, traders and other internal service partners to develop, market and deliver complex capital...employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and… more
    PNC (10/09/24)
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  • Supervisor, Operations | Customer Accounts…

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …within a team environment * Lead others in providing a high level of customer service * Establish and maintain effective working relationships at all levels ... ( Series 99) without passing the examination. * Licensing may be required ( Series 7 , 24) depending on assigned functional area. **Job:** Operations **Primary… more
    Raymond James Financial, Inc. (10/31/24)
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  • Technical Content Designer, Customer

    Netflix (UT)
    …members need our help from time to time, and that's where our Global Customer Service (CS) organization focuses; on providing amazing interactions with our ... Designer with a strong technical background to join our Customer Service Content Strategy team and improve...service . Job is open for no less than 7 days and will be removed when the position… more
    Netflix (11/05/24)
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  • Product Manager, Customer Service

    Netflix (UT)
    …that nothing gets between our members and their favorite shows, movies, and games. Netflix Customer Service (CS) is here to assist customers when they need help. ... to support the operation, growth, and scalability of the Customer Service business now and in the...service . Job is open for no less than 7 days and will be removed when the position… more
    Netflix (11/08/24)
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  • Registered Client Service Associate

    Morgan Stanley (Tampa, FL)
    …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 (10/26/24)
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