Assets Specialist - Financial Services (Series 7)
Wise
Wise seeks an Assets Customer Service Specialist in Austin, TX, to handle asset-related inquiries and transactions across phone, chat, and email. Must hold FINRA Series 7 and have 2+ years of customer-facing experience. Hybrid work arrangement with on-site presence in Austin. You will be the primary contact for customers, delivering high-quality service, protecting data, and maintaining accurate records while navigating complex situations in a fast-paced environment. #J-18808-Ljbffr Wise
$27 - $31 per hour
...'re looking for a highly motivated Assets Customer Service Specialist to join our team in Austin, Texas.... ...situations, and uphold our commitment to financial empowerment for all. Key... ...Licensing and Experience FINRA Series 7 license is required. A minimum of...AssetHourly payWork at officeRemote workVisa sponsorshipRelocation packageFlexible hoursWeekend workDay shiftAfternoon shift- ...for 30 days, from 07-Aug-2026. Join a financial services firm where your contributions are valued... ...Research portfolio performance, cost/fees, asset allocation, changes to portfolio... .../financial services industry preferred Series 7 and Series 66 required; if not currently...AssetFull timeTemporary workWork at officeFlexible hours
- ...of 3 years of experience in Oracle Cloud Financial Management (incl. General Ledger and... ...AccentureAccenture is a leading global professional services company that helps the world’s leading... ...broad range of services, solutions and assets across Strategy & Consulting, Technology...AssetFull timeWork experience placementLive inWork at officeLocal area
- ...coordination with the client’s Financial Consultant or Wealth Planner.... ...acting as Portfolio Advisory Services’ voice to the customer. With... ...and Skills You BringFINRA Series 7 & 66 licenses required or ability... ...understanding of asset allocation, tax planning, and...AssetFull time
$78k - $156k
...Opportunity The Senior Marketing Project Specialist, Direct-to-Consumer (DTC) & Marketing Communications... ..., and vendors to develop creative assets and campaign materials.Facilitate... ..., Public Relations, or a related field.4-7 years of overall marketing experience Experience...AssetShift work- ...provide next-level products, services, and opportunities to our customers... ...of providing unparalleled financial services.Who you are:As a... ...years related experienceFINRA Series 7 & 63 licenses, or the ability... ...the 50 largest U.S. banks by asset size and is a leader in...AssetFull timeLocal area
- ...currently seeking a Delivery Specialist Advisor to join our team in Austin... ....Key ResponsibilitiesSoftware Asset Management (SAM - SaaS & Cloud... ...contracts, and usage metrics.Service Asset & Configuration... ...ExperienceExperience & Technical Skills• 7-10+ years of experience in...AssetWork at officeRemote workFlexible hours
- ...next level.As an Investment Specialist you are responsible for helping... ...statements and advise on asset allocationCloses sales of complex... ...; MBA or CFA preferred Series 7, 66 and Insurance licenses... ...experience in Private Banking or Financial Services industry Demonstrated...Asset
- ...about helping others establish a financial foundation and build their... ...unparalleled banking services.Who you are: As an Associate... ...ensure portfolios maintain target asset allocationsDrive business growth... ...or equivalent experienceFINRA Series 7, 63, and 65 licenses or...AssetFull time
- Operational Technology Senior Specialist Austin, Texas, United States Join the Origis Energy... ...carbon-free future - through unmatched service and relentless innovation. Rise... ...construction (EPC) and operations, maintenance and asset management. Are you open to diverse...AssetFull timeCasual workWork at officeRemote workWork from homeShift workAfternoon shift
$20 - $23.01 per hour
Community Specialist | Southlake Town Square lululemon is an innovative... ...experience in customer service or engagement, grassroots marketing... ...or community building Job Assets (i.e., nice to have; not required... ...programs, and leadership series (to name a few) Note: The incentive...AssetMinimum wagePart timeLocal areaImmediate startShift workNight shiftWeekend workDay shiftAfternoon shiftEarly shift- HilltopSecurities is looking to hire a Financial Advisor in Austin, Texas.... ...as the steward of the client assets and achieve client... ...and loyalty through excellent service Qualifications Bachelor’s degree... ...or related experience NASD Series 7 and Series 65 or Series 66 licenses...Asset
- ...web & mobile products, superior customer service - and the people who make this happen. Our... ...in thought, practice and culture is an asset, not a risk. Fun - We move fast, have fun... ..., and closing journal entries. Preparing financial statements including income statement, balance...Asset
- ...knowledge of investments, financial planning, credit and... ...that has the resources, specialists and intellectual... ...results and acquire new assets, both from existing client... ...Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance...AssetTemporary workWork experience placementLocal area
- ...mission to help our clients secure their financial well-being providing them confidence to... ...individuals and businesses by offering financial services and products that address their evolving... ...We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be...Local areaRemote work
- ...Asset Protection Specialist | Home DepotPosition Purpose:The Asset Protection Specialist is primarily responsible for preventing financial loss caused by theft and fraud and supporting safety and environmental program compliance in their assigned store/multiple stores...Asset
$89k - $127.6k
...purchase and receive payments for goods and services, as well as the ability to transfer and... ...’t do this without our most important asset-you. That’s why we offer comprehensive,... ...personal wellbeing—physical, emotional, and financial—delivering meaningful value where it...AssetFull timeWork at officeLocal areaImmediate startFlexible hours- ...Job Description Position Purpose: The Asset Protection Specialist is primarily responsible for preventing financial loss caused by theft and fraud and supporting safety and environmental program compliance in their assigned store/multiple stores. They utilize tools...AssetLocal area
$105k - $115k
...delivering best-in-class service to PIMCO's... ...across a diverse range of asset classes and investment... ...facing roles, product specialist positions, or other areas... ...relevant experience in financial services, asset management... ...~ Completion of Series 7 and 63 within the first...AssetFlexible hours- ...the talent of our approximately 799,000 people with proprietary assets and platforms, deep process and industry expertise, and leading... ...and measurable outcomes at scale. Through our Reinvention Services, we offer broad expertise across Cybersecurity, Digital Core, Finance...AssetFull timeLive inWork at officeLocal area
$86.8k - $165.2k
...following position is to join our RTX Enterprise Services team: The Enterprise Services (ES)... ...organization is responsible for safeguarding assets managed by the Enterprise Services group, ensuring accuracy of financial reporting, and maintaining compliance with Sarbanes...AssetContract workTemporary workWork experience placementWork at officeRemote workFlexible hours- ...providing unparalleled banking services. Who you are: As a... ...prospects needs and financial situations to recommend... ...Accident, or Health FINRA Series 66 (or 63 and 65)... ...Preferred Skills: FINRA Series 7 Our Benefits: At Frost... ...largest U.S. banks by asset size and is a leader in...Asset
- ...Maintain organized creative assets, templates and production files... ...Morley Talent Acquisition (TA) Specialist: careers.morleycompanies.com Chat... ...M-F 8 a.m. - 5 p.m. Eastern / 7 a.m. - 4 p.m. Central / 6 a.m... ..., wellness resources and financial benefits, and you get a total...AssetRemote jobTemporary workMonday to FridayFlexible hoursWeekend work
- ...delightful customer experience by providing expert photo services, digital passport photos, and support for... ...operational continuity during times when the Photo Specialist is not scheduled. Follows company policies, asset protection standards, and applicable regulatory...AssetWork experience placementSeasonal workFlexible hoursAfternoon shift
- ...employees and $14.1 billion in assets under management.Over the past... ..., wrapped in all the ongoing services required to manage, own, and finance... ...CFA (or in progress) a plus.4-7 years in real estate private... ...PowerPoint; ability to read financial statements and disclosures....AssetFull timeWork at officeShift work
- ...support their physical, emotional, and financial well-being. Bank of America... ...referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...AssetTemporary workMonday to FridayShift workDay shift
- ...apply now.We are currently seeking a ERP Specialist Advisor to join our team in Remote,... ...best practices, the reuse of technical assets, and the assignment of technical work. Responsible... ...and OOTB modules like Sales & Service along with its integrations/add-onsPower...AssetWork at officeRemote workFlexible hours
- ...impact providing expert financial advice with heart.... ...different kind of financial services firm, one that puts... ...variable contracts), Series 7 and 66 registrations,... ...so. Get the support of specialists from every facet of... ...with $179 billion in assets under management/advisement...AssetLocal area
- ...tailored to suit their financial needs. As a... ...best products and services for their needs Partners with Specialists (Private Client Advisors... ...24 hours a day/ 7 days a week Adheres... ...(SIE) exam, FINRA Series 6/7, state... ...transaction processing and asset management....AssetImmediate startAfternoon shift
$114.1k - $268.18k
...career in Advisory.KPMG is currently seeking a Lead Specialist, Cloud Security to join our Managed Services practice.Responsibilities:Manage cloud security posture... ...assessments across cloud platforms.Oversee cloud asset governance, including inventory accuracy, ownership...AssetH1bLocal area
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