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
...We'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... ...you. Licensing and Experience - FINRA Series 7 license is required. - A minimum of...AssetHourly payFull timeWork at officeRemote workVisa sponsorshipRelocation packageFlexible hoursWeekend workDay shiftAfternoon shift- ...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
- ...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
$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 home- 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
$110k - $130k
...environment? As an experienced Pay Specialist II, you will have the ability... ...for long-term, onsite client service delivery.Work you’ll do/... ...comprehensive capabilities, assets, and insights to deliver innovative... ...finance functions, enhance financial and operational performance,...AssetLocal area$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- ...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
$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- ...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
$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... ...or related field preferred. Series 7 and 63, 65 or 66 preferred....AssetWork from home$82k - $114k
...including transportation and logistics, construction, energy, field service, manufacturing, agriculture, food and beverage, retail, and the... ...funnel stages, identify gaps, and coordinate requests for new assets. Partner with Marketing Operations and Analytics to support...AssetTemporary workWork experience placementWork at office2 days per week- ...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
- ...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
- ...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
- ...common purpose to help make financial lives better through the power... ...partners based on client needs and asset thresholds, meeting with... ...to appropriate internal service providers based on client needs... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66)...AssetTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$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$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 50... ...page ( . Earn salary, commissions, new asset compensation No ceiling to your... ...opportunities Candidate qualifications: Series 7 and Series 66 required Experience...AssetWork at officeWork from homeHome officeFlexible hours- ...Asset Protection Specialist | Home Depot 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...Asset
- ...Asset Living is seeking a Leasing Consultant to manage leasing, marketing, and resident relations for a property. Regular on-site attendance is required, with tasks including showing units, qualifying prospective residents, tours, and lease signings. The role requires...Asset
- ...Hands is where passion meets purpose and where your next chapter begins. The Imaging Specialist plays a key role in our digital imaging workflow by preparing and organizing the assets that move from concept to print. This role is hands-on and detail-driven, focused on...Asset
- ...professionalism and presence to succeed on the ground with clientsClient service mindsetAble to provide leadership over, and influence... ...expertise, and solutions to enable payor transformations. These assets can be rapidly deployed across our clients either directly, or...AssetApprenticeshipWorldwideEasy work
- ...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
- ...Talent Brand Content Specialist Location: Austin, TX, onsite 4 days/week Duration: 6 months,... ...Design graphics, presentations, and digital assets using Canva. Support talent brand and... ...content calendars and support approximately 5-7 campaigns at a time, at various stages...AssetContract workFor contractorsLocal area
- ...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
$50k - $60k
...We are looking for a Creative Specialist to join the team at TSEG, a division of Cloud[8]Sixteen... ...provides top-notch digital advertising services for elite law firms nationwide. In this... ...you will design and iterate on creative assets across multiple paid media platforms,...AssetFull timeFlexible hours- ...The Creative Specialist develops and executes innovative visual communications that advance the firm’s brand, strategic priorities, and... ...platforms and formats. Create and produce a broad range of creative assets, including advertising campaigns, presentations, publications,...AssetFreelanceWork at officeAfternoon shift
- ...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
- ...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
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