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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Assets Specialist - Financial Services (Series 7) in Austin, TX vacancy
$27 - $31 per hour
...Assets Customer Service Specialist We're looking for a highly motivated Assets Customer Service Specialist... ..., and uphold our commitment to financial empowerment for all. Key Responsibilities... ...Licensing and Experience FINRA Series 7 license is required. A minimum...AssetHourly payWork at officeRemote workVisa sponsorshipRelocation packageFlexible hoursWeekend workDay shiftAfternoon shift$4,523.16 - $7,253.83 per month
...Texas Health and Human Services Commission (HHSC) and be... ...Functional Title: Program Specialist V- Agency Finance Job... ...Category: Business and Financial Operations Salary Range: $4,523.16 - $7,253.83 Pay Frequency:... ...grants, revenue, cash, assets, payroll, or other fiscal...AssetFull timeTemporary workPart timeWork at officeLocal areaRemote workShift work2 days per week$60k - $75k
Vestwell is the financial technology company powering the new savings... ...savers, with over $50B in assets saved across all 50 states. Vestwell... ...join our team as an Employer Services Senior Associate. Successful... ...industry experience. Series 6, 7, 63, 65, 66. QKS, QKA, QKC....AssetWork at office- ...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
- ...Launch your financial services career with an organization that positively impacts thousands... ...societies, with over $18 billion in assets. Fraternalism is a unique combination... ...Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required...AssetLocal area
Modern Woodmen
Pflugerville, TX19 hours ago - ...ingredients you need at LPL Financial to shape your success while helping... ...success driven with a client service attitude and the ability to... .... Identify new sales and asset retention opportunities... ...equivalent working experience ~ Series 7 ~ Series 63 and 65, or 66...AssetWork experience placementWork at officeImmediate startWork from home
LPL Financial Holdings, Inc.
Austin, TX2 days ago $70.9k - $118.2k
...ambition meets innovation? At LPL Financial, we empower professionals to... ...success driven with a client service attitude and the ability to... ...Identifying new sales and asset retention opportunities Regularly... ...work. Requirements: FINRA Series 7 required Series 63/65 or 66...AssetWork at officeImmediate startWork from homeLPL Financial
Austin, TX19 hours ago$70.35k - $196k
...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$108.36k - $180.56k
...discover what’s possible, LPL Financial invites you to apply today.... ...engagements while managing Strategic Asset Management (SAM) accounts to... ...operational efficiency, and service delivery.Enhance client... ...wealth managementActive FINRA Series 7 and 66 licensesAbility to obtain...AssetFull timeWork from home- ...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
- ...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
- ...Financial Advisor HilltopSecurities is looking to hire a Financial... ...as the steward of the client assets and achieve client... ...and loyalty through excellent service Qualifications Bachelor... ...or related experience NASD Series 7 and Series 65 or Series 66 licenses...AssetFull time
Hilltop Holdings
Austin, TX3 days ago $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...Asset- ...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
$72.2k - $120.41k
...meets innovation? At LPL Financial, we empower... ...a team of operations specialists and serve as an escalation... ...management, or leading a team Series 7 Preferences:... ...financial institutions, servicing and custodying approximately... ...and advisory assets on behalf of approximately...AssetWork experience placementWork from homeLPL Financial
Austin, TX5 days ago- ...decision we make, and every specialist we bring onto our team. We're... ...Team handling all invoicing and service-related payables A Business... .... Time is your most valuable asset — and we've built an entire company... ...Access to a certified financial planner Employee Assistance Program...AssetTemporary workLocal areaNight shift
$30.7 - $51.15 per hour
...ingredients you need at LPL Financial to shape your success while helping... ...accounts, transferring of assets and once established,... ...years of experience in financial services and/or client‑facing role is... ...related field preferred. ~ Series 7 and 63, 65 or 66 preferred....AssetWork from homeLPL Financial
Austin, TX19 hours ago- ...platform for independent financial professionals... ...seeking an Investment Specialist to join our dynamic team... ...development, increasing assets under management, and... ...Kestra Private Wealth Services, and Bluespring Wealth... ...Certifications: ~ FINRA Series 7 and Series 66, or...AssetFlexible hours
Kestra Holdings
Austin, TX3 days ago $99.91k - $166.45k
...that enable our clients, the Financial Advisors, practice growth and... ..., invitations and execution; service as the primary point person for... ..., Business, or related field Series 7, 66, 9 & 10 Strong... ...trillion in brokerage and advisory assets on behalf of approximately 8...AssetWork at officeWork from home- ...Financial AdvisorAt Bank of America, we are guided by a common purpose... ...based on client needs and asset thresholds, meeting with clients... ...to appropriate internal service providers based on client needs... ...Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66)...AssetTemporary workWork at officeMonday to FridayShift workDay shift
Bank of America
Austin, TX1 day ago - ...experienced Contact Center Specialist to provide high quality support... ...provide superior customer service to our members regarding... ...services, to meet members' financial needs and exceed their expectations... ...industry. UHCU has over $1.7 billion in assets, more than 78,000 members,...AssetLive in
United Heritage Credit Union
Austin, TX2 days ago - ...knowledge of investments, financial planning, credit and... ...that has the resources, specialists and intellectual capital... ...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
- ...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
JPMorgan Chase Bank, N.A.
Austin, TX3 days ago - ...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
Chase
Austin, TX2 days ago - ...Property ManagerPosition SummaryThe Leasing Specialist plays a vital role in the success of the... ...leasing and exceptional customer service. This position is responsible for apartment... ...and able to meet leasing goals and #J-18808-Ljbffr SOCO-7 - SOCO -Leasing SpecialistTemporary workLocal area
$23.42 - $39.02 per hour
...LPL Financial Advisor Licensing Program Where Ambition... ...FINRA licenses (7&66), and coaching from... ...for passing their SIE, series 7, and series 66 within... ...operational functions, client service, and consultative sales... ...for meeting goals in asset investment, wallet share...AssetWork at officeImmediate startWork from home- ...management, and internal controls.The Broker Dealer Asset Management (BDAM) Audit Team is seeking a IT... ...external co-sourcing providerWhat you have5-7+ years of IT audit experience with increasing responsibility. Financial services and/or Big 4 Accounting experience a plus....AssetFull time
- ...Thrivent Financial Advisor Meaningful work. Rewarding... ...kind of financial services firm, one that puts generosity... ...variable contracts), Series 7 and 66 registrations,... ...Get the support of specialists from every facet of... ...with $179 billion in assets under management/advisement...Asset
$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 hoursPIMCO
Austin, TX1 day ago- ...’ lives. As a High-Net-Worth Specialist, you will utilize your growing... ...-worth investors’ personal financial goals, working as the first point... ...segment. If you hold client service to a high standard, have a... ...candidates should have. Required: Series 7 and 63 or 66 Minimum 1 year...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Assets Specialist - Financial Services (Series 7). Be the first to apply!
Related searches
- configuration specialist Austin, TX
- localization specialist Austin, TX
- intervention specialist Austin, TX
- investigations specialist Austin, TX
- ecommerce specialist Austin, TX
- workforce management specialist Austin, TX
- community health promotion specialist Austin, TX
- title specialist Austin, TX
- infectious disease specialist Austin, TX
- credit specialist Austin, TX