Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Solutions Specialist - Hybrid Financial Services

E*TRADE from Morgan Stanley

Morgan Stanley seeks a Financial Services Representative to assist clients via inbound calls, address portfolio questions, and guide them through solutions. The role includes training to obtain Series 7 and 63 licenses, with a hybrid work setup and strong emphasis on service quality and risk awareness. The position requires a customer-focused mindset, sales drive, and adherence to compliance standards in a dynamic financial services environment. #J-18808-Ljbffr E*TRADE from Morgan Stanley

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Solutions Specialist - Hybrid Financial Services in Tampa, FL vacancy
  •  ...Stanley in the United States is seeking an unlicensed Financial Services Representative to assist clients with account inquiries, money movements, and basic...  ...training to obtain Series 7 and 63 licenses, with a hybrid in-office/remote schedule that supports your development... 
    Suggested
    Work at office
    Remote work

    Morgan-Stanley

    Tampa, FL
    3 days ago
  • $125k

     ...commission - $250K+ OTE (uncapped). *Hybrid 3x week in Tampa FL....  ...sales from new logos to existing clients. You'll reach out to a...  ...software platform or product solutions can solve their specific business...  ...management, marketing, client services, legal, finance and other... 
    Suggested
    Work at office

    Confidential Careers

    Tampa, FL
    13 hours ago
  •  ...just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling... 
    Suggested
    Work at office
    Local area
    Day shift

    Bank OZK

    Tampa, FL
    13 hours ago
  • $214.41k - $254.59k

     ...Sales Executive, Financial Services – Associate Director, Tampa, FL - WAM Our Sales function...  ...along with EY competencies and solutions to meet unique client needs. The Sales & Strategic...  ...in our team-led and leader-enabled hybrid model. Our expectation is for most... 
    Suggested
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Tampa, FL
    13 hours ago
  •  ...accounts in healthcare. This hybrid role requires working in the...  ...per week and travels 30%+ to client sites. You will lead the end-...  ...with product, marketing, client services, legal, and finance, and...  ...illustrate MHK's platform and solutions. Reporting to the COO, you'll... 
    Suggested
    Work at office
    3 days per week

    MHK

    Tampa, FL
    1 day ago
  • $50k

     ...Sales Executive - Financial Services Duration: FTE Location: Hybrid in Tampa, FL (HQ) or REMOTE in certain states -...  ...benefits package included. ***Due to client requirements this role is only...  ...to assess client needs and align solutions. Conduct Quarterly Business... 
    Base plus commission
    Remote work

    Matlen Silver

    Tampa, FL
    3 days ago
  • $180k - $282.5k

     ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-...  ...“I can succeed as the Public Private Solutions Sales Specialist (West) at Capital Group.” The Public...  ...representing Capital Group PPS in the West to financial advisors and portfolio solution... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Capital Group

    Tampa, FL
    1 day ago
  •  ...Financial Services Representative Are you interested in financial services...  ...-solving to engage our clients via incoming calls and answer...  ...needs and determining the best solution for them. Educate...  ...Morgan Stanley. ~ Enjoy a hybrid work environment that enables... 
    Full time
    Work experience placement
    Internship
    Work at office
    Work visa
    Flexible hours
    3 days per week

    Morgan Stanley

    Tampa, FL
    1 day ago
  •  ...Vanguard's products and services to clients for the purpose of...  ...discussions on a client's financial goals, and highlights the...  ...clients about Vanguard solutions and connect them with specialists or advice professionals...  ...has implemented a hybrid working model for the majority... 
    Work at office
    Remote work

    Archer

    Tampa, FL
    3 days ago
  •  ...employee market, selling high-value payroll and HR outsourcing solutions on the AsureWorks platform. You will engage C-suite buyers, build...  ...prospecting, stakeholder management, and the ability to translate business needs into scalable service outcomes. #J-18808-Ljbffr

    Asure Software Inc.

    Tampa, FL
    1 day ago
  • Creative Financial Staffing, LLC is seeking a Sales & Use Tax Consultant in Tampa, FL, offering a hybrid schedule. The role focuses on multi-state tax compliance, data analysis, and supporting a major SAP S/4HANA implementation within a global organization. The ideal candidate... 
    Long term contract

    Creative Financial Staffing, LLC

    Tampa, FL
    1 day ago
  • $60k - $200k

     ...Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make...  ...services, and payroll & HR solutions. Commercial Lines Sales...  ...expansive platform, you’ll help clients manage risk through... 
    Immediate start

    World Insurance As

    Tampa, FL
    1 day ago
  • $60k - $200k

     ...Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make...  ...services, and payroll & HR solutions.World’s Producers are...  ...expansive platform, you’ll help clients manage risk through customized... 
    Immediate start

    World Insurance Company Defunct

    Tampa, FL
    1 day ago
  •  ...Deliver Real Business Impact.HR Solutions Sales is where relationships...  ...You'll partner with existing clients to uncover opportunities,...  ...compliance. You're not just selling services—you're helping clients...  ...Retail, Hospitality, Recruitment, Financial Services, Insurance,... 
    Full time
    Contract work
    Part time
    Internship
    Local area
    Flexible hours

    Paychex

    Tampa, FL
    3 days ago
  •  ...the most underrated opportunities in financial services right now.The life insurance industry...  ...is heading into retirement. And more clients than ever are searching for straightforward...  ...life insurance solutions in person or virtuallyBuilding and growing... 
    Remote work
    Shift work

    PSI Groups

    Tampa, FL
    3 days ago
  • $51k - $64k

     ...management, and customer service experience who enjoys supporting employees, clients, vendors, and visitors...  ...smoothly, support a hybrid workforce across in-...  ...and Caldwell Digital Solutions - Brown and Caldwell...  ...candidate(s) without any financial obligation to the... 
    Full time
    Temporary work
    Work at office
    Local area

    Brown and Caldwell

    Tampa, FL
    3 days ago
  • $155k

    Base Pay: 60k OTE: $155,000 Position Overview A dynamic Client Solutions Consultant will support healthcare businesses in enhancing...  ...Salesforce.com or other CRM platforms is preferred. Background in financial services, healthcare, or technology sales is a plus. Benefits (For... 
    Full time
    Work at office
    Local area
    Remote work

    MOHR Talent

    Tampa, FL
    1 day ago
  • $15.5 per hour

     ...Customer Service Representative InstaLoan, Tampa, FL As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they needright when they need it the most. You'll play a pivotal role in our high-performance environment... 
    Hourly pay
    Full time
    Temporary work
    Casual work
    Work at office
    Local area

    InstaLoan

    Tampa, FL
    2 days ago
  •  ...listed in job posting Summary Supports Bank clients and sales staff by performing moderately...  ...' operational needs and bank products/services to meet these needs Open and maintain...  ...Corporation is a leading regional financial services company, dedicated to helping our... 
    Bank staff

    First Horizon Corp.

    Tampa, FL
    3 days ago
  • $60k - $200k

     ...Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make...  ...services, and payroll & HR solutions. Employee Benefits Sales...  ...expansive platform, you’ll help clients design competitive benefits... 
    Immediate start

    World Insurance Associates LLC

    Tampa, FL
    2 days ago
  •  ...generate new relationships with companies seeking to purchase IT services and solutions and outsource there IT management. Position is commissioned...  ...manner. Able to ask key questions and prospect potential clients and determine if they are qualified for the platform... 
    Remote work

    ECF Data

    Tampa, FL
    1 day ago
  •  ...the Opportunity Rivercity Insurance and Financial Services is seeking motivated Sales and...  ...interest or background in: Sales and client relationship management Financial services...  ...client needs and recommend appropriate solutions Present insurance and financial products... 
    Full time
    Remote work
    Flexible hours

    Rivercity Insurance & Financial Services

    Tampa, FL
    22 hours ago
  • $75k - $100k

     ...Leaf Home Water Solutions Job Opportunity Are you looking for a company with unlimited...  ...factory directthere is no comparison! Financial Freedom Earn an average of $75-100k+ in...  ...Commitment to an outstanding customer service experience from beginning to end Minimum... 
    Weekly pay
    Local area
    Work from home

    Leaf Home

    Tampa, FL
    1 day ago
  •  ...have an enthusiasm for helping our clients, taking care of our employees, building...  ...delivering extraordinary customer service while maintaining a strong commitment...  ...to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in... 

    JP Morgan Chase

    Tampa, FL
    3 days ago
  • $14 - $15.2 per hour

     ...the fastest-growing tech-enabled business services companies in the USA, with a strong call...  ...-as-a-Service (XaaS) cloud technology solutions across a wide range of industries, including...  ..., telecom, technology e-commerce, and financial services. Our contact centers are... 
    Full time
    Temporary work
    Casual work
    Work at office
    Local area
    Remote work
    Weekend work
    Afternoon shift

    Valor Intelligent Processing

    Tampa, FL
    4 days ago
  • Accutech Instrumentation, Inc. in Tampa, FL is seeking an Inside Sales Specialist to support clients, recommend solutions, support outside sales, generate quotes and manage customer orders from entry to shipment. This role blends purchasing responsibilities with the inside... 
    Remote work
    Monday to Friday

    Accutech Instrumentation, Inc.

    Tampa, FL
    1 day ago
  •  ...Qualified candidates are wanted for the chance to enter financial services on a part-time basis while working fully remotely....  ...? Through providing personalized benefits solutions, you’ll be the architect of your client’s security tomorrow. In this role, you can expect... 
    Weekly pay
    Part time
    Remote work
    Work from home

    AO Globe Life

    Tampa, FL
    1 day ago
  •  ...Great at sales but tired of hitting an income ceiling? Florida Financial Advisors is hiring driven, people-focused sales pros to...  ...financial planning, portfolio analysis, consultative selling, client service, and compliance Uncapped earning potential Opportunity... 
    Permanent employment
    Internship
    Work at office

    Florida Financial Advisors

    Tampa, FL
    21 days ago
  •  ...forefront of innovation in the financial markets. We are committed to...  ...that we serve. The Chief Client Office (CCO) is focused on...  .... DTCC offers a flexible/hybrid model of 3 days onsite and 2...  ...The Client Connectivity Services Specialist works in DTCC's Client Connectivity... 
    Full time
    Work at office
    Remote work
    Flexible hours
    Weekend work

    DTCC

    Tampa, FL
    2 days ago
  • $18 per hour

     ...year! And that’s not all, enjoy free and discounted Spectrum services like internet, TV and mobile while building a long and rewarding...  ...challenges into opportunities? As a Sales and Customer Solutions Representative, you'll leverage your skills to retain valued customers... 
    Work at office
    Local area
    Visa sponsorship

    SPECTRUM

    Riverview, FL
    13 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Solutions Specialist - Hybrid Financial Services. Be the first to apply!