Licensed Financial Client Service Specialist (Series 7/63)
Charles Schwab
Charles Schwab Corporation in Austin, TX, is seeking a Licensed Financial Client Service Representative to support domestic and international clients with trading and account servicing needs. The role involves handling stocks, ETFs, mutual funds and options, delivering service via phone, chat or email, and collaborating with internal teams to translate documents and service clients in foreign languages as needed. #J-18808-Ljbffr Charles Schwab Corporation
$27 - $31 per hour
...highly motivated Assets Customer Service Specialist to join our team in Austin, Texas... ...situations, and uphold our commitment to financial empowerment for all. Key... ...and you let our values guide you. Licensing And Experience FINRA Series 7 license is required. A minimum of...SuggestedHourly payWork at officeRemote workVisa sponsorshipRelocation packageFlexible hoursWeekend workDay shiftAfternoon shift- ...make a positive difference in the finance industry. As a Licensed Financial Client Service Representative, you will service international (non-US... ...tomorrow.” What you have Required Qualifications: Series 7 & 63 licenses required Well-developed and effective communication...SuggestedFlexible hoursNight shiftAfternoon shiftEarly shift
- ...make a positive difference in the finance industry. As a Licensed Financial Client Service Representative, you will service international (non-US... ...tomorrow.” What you have Required Qualifications: Series 7 & 63 licenses required Well-developed and effective communication...SuggestedFlexible hoursNight shiftAfternoon shiftEarly shift
- Charles Schwab is hiring a Licensed Financial Client Service Representative to service international and domestic clients with a full range of trading... ...support Stock Plan Services. Qualified candidates hold Series 7 & 63 licenses, excellent verbal and written communication,...SuggestedNight shiftAfternoon shift
$58.7k - $67.2k
...finance industry together. Schwab's service team plays a critical role in helping clients feel confident about their financial futures. As a Licensed Financial Services Representative,... .... Requirements: Active FINRA Series 7 and 63 licenses. A passion for helping...SuggestedWork at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- Client Experience Specialist - Financial Services Client Experience Specialist - Financial Services 15 hours ago Be among... ...; Bachelor’s degree preferred. Series 7 preferred (or willingness to... ...$35,000.00-$40,000.00 1 week ago License and Permit Specialist II #0306-25...Full timeWork at officeLocal areaMonday to FridayRotating shift
- ...have the chance to learn about our Financial Services Representative role, build connections... ...If you’re passionate about serving clients, work best in a supportive environment... ...Industry Essentials and FINRA Series 7 & 63 licenses. If you’re not a finance expert, that...Day shift
$94k - $102k
...private markets. We invest our clients' capital across a range of... ...client relationships with financial advisors from wirehouses,... ...relationship management, and servicing of financial advisors... ...Bachelor's Degree. FINRA Series 7 and 63 license or must obtain within three...Work experience placementLocal areaFlexible hoursShift work- ...enthusiasm for helping our clients, taking care of our... ...extraordinary customer service while maintaining a strong... ...to meet their financial needs. As a Private Client... ...advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be...
- ...Investment Support Specialist MicroVentures... ...are one of the financial industry's first... ...are looking for service-oriented individuals... ...provide an exceptional client experience to our... ...Acquire FINRA Series 7 & 63 as a condition... ...Phase 2: Now licensed, you will learn the...Immediate start
- ...Vanguard's products and services to clients for the purpose... ...on a client's financial goals, and... ...with experienced specialists across Vanguard's... ...is preferred. Licensing Requirements Active SIE and Series 7 required at time... ...Active Series 63/65 or 66 required...Work at officeRemote work
$48k - $52k
...intermediary, and individual clients through our Investment... ...start your career in financial services, or already have... ...As a Client Engagement Specialist, you will operate in... ...for additional FINRA licensing and other opportunities... ...our operating hours, 7:30AM CT - 7:00PM CT Monday...Local areaMonday to FridayFlexible hoursShift work- Job Description:The Global Client Group (GCG) is Dimensional... ...for working with fee-only financial advisors (RIAs) across the... ...development and client services activities for our financial... ...Securities Industry Essentials), Series 7, and Series 63/66 licenses required and must be...Full time
- Job Description:The Global Client Group (GCG) is responsible... ...to the Sales & Client Service teams in business development... ...for working with fee-only financial advisors (RIAs) across the... ...Securities Industry Essentials), Series 7, and Series 63/66 licenses are required and must be...Full timeInternship
$55k - $80k
...Paid time off Vision insurance ROLE DESCRIPTION As a Financial Services Representative - State Farm Agent Team Member with Yan Yan... ...services. Analytical and communication skills. FINRA Series 65 and 63 licenses preferred. Compensation $55,000.00 - $80,000.00 per year...Full time- ...Inc. in Texas is seeking a Client Support Specialist to serve high net worth... ...calls, provide product and service guidance, and process... ...income. The role requires Series 7 and Series 63 (or ability to obtain within... ...0 days) and 2-3 years of financial services experience. #J-...
- ...Client Support Specialist As a Client Support Specialist, you will be... ...and therefore a complex service and investment need. In... ...Expertise You Have ~ Series 7 required ~ Series 63 or ability to obtain within... ...~2-3 years of previous financial services experience...Remote job
$50 - $63 per unit
...Appointment Setter - Experienced Only | $50-$63 per Appointment | plus Dial $ ( Must... ...-level and is not suitable for customer service reps or telemarketers without relevant outside... ...planning, booking appointments for our licensed sales agents. All leads come warmed up—...Remote jobWeekly payWork from homeHome officeFlexible hours- ...for this position. As a Client Support Specialist, you will be an integral... ...and therefore a complex service and investment need.In this... ...The Expertise You Have Series 7 required Series 63 or ability to obtain... ...2-3 years of previous financial services experience The...Remote jobFull time
- ...in-class provider of property services for Texas homeowners’... ...for our community association clients. We’re thought leaders, innovators... ...can solve it. We’re a team of financial services professionals, facilities... .... This role requires a licensed individual with prior experience...Remote job
$15 per hour
...Your Opportunity Customer Service Representative TitleMax Castle Hills, TX As a Customer... ...help people in your community access the financial solutions they need—right when they need... ...of age (19 in Alabama). Valid driver’s license, auto insurance, and personal vehicle to...Hourly payFull timeTemporary workWork at officeLocal area- # CLIENT SERVICES SPECIALISTLegal Address - Austin, TX 78756; CEDAR PARK... ...Job Title:** Client Services Specialist **Department:** Client... ..., or behavioral concerns to licensed staff in accordance with policy... ...and Billing teams to support financial documentation and client responsibility...Work at office
- Client Sales Executive (Remote) - Professional and Skilled Trades Who We Are RemX is the... ...responsible for hiring administrative, customer service, human resources, marketing, professional... .... Generating revenue within the first 7-8 weeks of employment. Consistently...Contract workLocal areaImmediate startRemote work
- ...development ~ Vision insurance ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Yan... ...3+ years of experience in financial services. ~ Analytical and communication skills. ~ FINRA Series 65 and 63 licenses preferred....
- ...Account Representatives to enhance client experience and achieve... ...meet role expectations, client service standards, and business... ...supervisory role within insurance, financial services or related field... ...P&C) General Lines Insurance License or willingness and ability to...Work at officeLocal areaRemote workFlexible hours3 days per week1 day per week
- A leading financial services firm in Austin, Texas is seeking a Private Client Advisor to deliver personalized investment solutions and provide comprehensive financial... ...a financial advisor role and possess necessary licenses. This role offers competitive compensation and a...
$25 - $30 per hour
...Join Our Retirement Customer Services Team At HUB, we believe the... ...protect ambition: for the clients who count on us, and equally... ...a highly committed, diverse financial services organization serving... ...willingness to learn. Education/Licensing: ~ High school diploma...Hourly payFull timeWork experience placementWork at officeLocal areaFlexible hours3 days per week$24.04 - $25 per hour
...systemic injustice has no place in our financial systems. That’s why we only look at... ...found the right place. The Role: As a licensed Customer Care Specialist on LOOP’s Support team you'll be joining a group of mission-driven, service and insurance professionals. You’ll...Hourly payFull timeRemote workFlexible hoursWeekend workAfternoon shift- ...Job Title Customer Service Inbound, Billing & Customer Support Calls... ..., to prestigious Fortune 500 clients through a virtual platform.... ...better Operating System Windows 7 or Windows 10 Windows 8/8.1... ...be supported Boot Camp and a licensed version of Windows (please see...Remote workWork from homeLong distance
- Client Technology Specialist Job Details Position Summary The Client Technology Specialist provides hands... ...administration for a managed IT services provider supporting multiple business... ...endpoint management, security tools, licensing, permissions, groups, and security policies...Work at officeRemote work
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