Remote Licensed Client Services Specialist (Series 6/63)
Northwestern Mutual
- Remote job
Northwestern Mutual is looking for a Licensed Customer Service Representative to join their team in Tampa, FL. This role emphasizes delivering exceptional service to clients and Financial Representatives while handling inquiries and transactions in a call center environment. The ideal candidate will have a solid understanding of investment products and demonstrate strong communication and problem-solving skills. Benefits include flexible work schedules and comprehensive support. #J-18808-Ljbffr Northwestern Mutual
$21.77 - $32.66 per hour
Licensed Customer Service Rep - Remote Nationwide (Series 6/63 or 7/63) Northwestern Mutual Denver, CO • Remote Last week to apply Full Time Role Summary This role is part of the Client Services Operations organization and supports the day-to-day servicing needs of...Remote jobFull timeFlexible hours- A financial advisory firm in Half Moon Bay is looking for a Client Service Specialist to provide ongoing client servicing and relationship support. The role requires active Series 7 and 63 licenses, with a strong focus on attention to detail and client communication. This...Suggested
- General information Ref # 22359 Remote? No The Opportunity Must be available... ...6p EST The Ally Invest Trading and Client Service Representative is responsible for providing... ...or GED equivalent Knowledge: FINRA Series 7 & 63 or 66 licenses required. Preferred Qualifications...Remote workWork at officeFlexible hoursShift work
- ...Job Description Job Description As a Financial Services Representative - State Farm Agent Team Member with Lee Hudson... ...successful agency. Ideal candidates hold or have held Series 6, 63, and 65 licenses with experience in investments, annuities, or wealth advisory...SuggestedWork at officeWork from homeFlexible hours
$70.5k - $81.5k
...Client Service Excellence Center Associate Have your FINRA Series 7 and 63 and a passion for serving others? Join our team of "crew... ...addition, you'll receive a $20,000 licensing bonus for bringing your... ...Model: This role will be fully remote. Although this position is...Remote work$70.5k - $81.5k
...Have your FINRA Series 7 and 63 and a passion for serving others? Join our team of "crew" as a Client Service Excellence Center associate! About... ...you'll receive a $20,000 licensing bonus for bringing your active... ...This role will be fully remote. Although this position is...Remote work$63k - $70k
...Client Service Specialist Location: McKinney, TX | Full-Time... ...Qualifications FINRA licenses (Series 7 and/or 66 strongly... ...balance: Base Salary: $63,000 $70,000 (... ...contribution (eligible after 6 months) Time Off... ...MondayThursday Remote flexibility on Fridays...Remote workFull timeTemporary workWork at officeImmediate startFlexible hours$40k - $70k
## Licensed Client Service AdministratorApplylocations: OH - Columbus: Remote-Ohiotime type: Full timeposted on: Posted Yesterdayjob requisition id: REQ-47192**Summary**... ...Lead Advisor## ## Qualifications* Securities (6/63, 7/66, or 7/63 & 65) or Life, Health, and Annuity...Remote workWork at office$70k - $90k
...an experienced FINRA Series 7 Registered Representative... ..., supporting clients with every aspect of their... ...member of our client service team, you will be the... ...Active FINRA Series 7 and 63 Licenses required. Minimum 1+... ...flexible hours and hybrid or remote setup. Internal...Remote workFlexible hoursNight shift$57.3k - $68.8k
...together. Schwab’s service team plays a... ...critical role in helping clients feel confident... ...financial futures. As a Licensed Financial Services... ...: Active FINRA Series 7 and 63 licenses. A... ...compensation and remote work opportunities... ...Shift (Start between 6:30 am-9:30 am CT,...Remote workWork at officeMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- ...entry level candidate to join our Client Services team. The candidate should have a... ...using either GUI-based or automated remote trading applications Trade... ...Futures Required to obtain the SIE, Series 7 and Series 63 licenses within 6 months of employment, a huge plus...Remote workTemporary workLocal area
- Kestra Financial is seeking a Client Service Specialist (licensed - Non‑Sale) to provide ongoing client servicing and relationship support. This... ...Asset Management. The ideal candidate will have active Series 7 and 63 licenses, along with 2+ years in a client service...
- A leading financial services firm is seeking a Financial Services Representative in Gilbert... .... In this role, you'll engage with clients, provide exceptional customer service,... .... The firm offers training for Series 7 & 63 licenses, a competitive salary, and a hybrid work...
$58k - $66k
...a dynamic financial services team in Fort Worth, TX. This is a client service‑focused role... ...Qualifications Active FINRA licenses required: Series 7 AND Series 63 or Series 66... ...Environment Hybrid schedule: Remote Monday & Friday, On‑... ...operation: 7:00 AM - 6:00 PM with flexible...Remote workPermanent employmentMonday to FridayFlexible hoursShift work- Comerica Bank is seeking a Registered Client Service Associate to provide operational and sales support to... ...5 years of customer contact experience, and Series 7 and 63 licenses. The position involves both in-office and remote work on designated days. #J-18808-Ljbffr Comerica...Remote workWork at office
$100k - $110k
## Associate Client AdvisorApplylocations: CA-Walnut... ...& Product, Client Service and Business Development... ...communication skills* License Series 7 and 63 are not a prerequisite... ...This role is open to remote work but with a preference... ...contributions (up to 6%)* Voya Retirement...Remote workPart timeWork experience placementWork at officeLocal areaFlexible hours$54.1k
...make a difference. Our service team plays a vital role in guiding clients toward their goals and... ...Essentials (SIE) and FINRA Series 7 & 63 licenses, opening doors to a... ...Day Shift (Start between 6:30am-9:30am CST,... ...days): Potential to work remote after training IF working...Remote workWork at officeMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- ...Pre-License Support Specialist As a Pre-License Support Specialist, you will be... ...provider of digital business services. We partner with the world's... ...our communities and for our clients. Benefits of working with... ...or equivalent. Minimum of 6 months of customer service...Remote workOngoing contractWork from homeShift work
- ...our agency offers a hybrid remote work environment that... ...strong local presence. As a Licensed Financial Services Representative, you will become... ...part of our team, helping clients achieve financial success... ...Licensing : Active FINRA Series 6, 63 and 65 or 7 or ChFC...Remote workLocal areaFlexible hours
$50k
...lives of our clients. We continually... ...investment management services to over 80,000... ...Acquisition Specialist** that will... ...goals* Series 7 and 66 (or 63 & 65) preferred... ...results.*#LI-REMOTE#LI-KJ1**Comprehensive... ...after 6 months of tenure... ...for tuition, licensing, and other credentials...Remote workFull timeTemporary workWork at officeFlexible hoursShift workAfternoon shiftWeekday work- ...Licensed Insurance Customer Service Representative Award winning agency in Atlanta, GA seeking an energetic... ...through our award winning service. Our clients are truly not just a number, we are... ...after short term training (estimated 3 – 6 months). Also based on experience...Remote workBase plus commissionTemporary workWork at officeWork from home
$60.5k - $67.5k
...Client Service Excellence Center Associate Are you ready to help... ...upon obtaining the required licensing. We also believe in recognizing... ...: This role will be fully remote. Although this position is... .... ~ This job requires a Series 7 and 63 regulatory license and/or...Remote work- ...motivated advisors to join their team. This remote position offers a commission-based compensation... ...in advisory roles, and hold necessary licenses like Series 7 and 63. The opportunity involves leveraging existing client relationships and working independently while...Remote job
- Charles Schwab Corporation is seeking a Client Relationship Specialist (CRS) for their Burlington branch... ...to deliver exceptional client service while having a clear growth path... ...development and the chance to become licensed in Series 7 and 63/66. #J-18808-Ljbffr Charles...
- AO Globe Life is hiring for a fully remote Work From Home position. This entry-level role offers complete training and support for licensing in Life & Health Insurance, requiring no prior experience. Applicants should possess strong communication skills and a reliable...Remote jobWork from home
$135k - $185k
...The Client Advisor role is an exciting opportunity to join a... ...dedicated professionals that service Bessemer's ultra-high net... ...and complete accuracy. Series 7, Series 63 license desired with two years of Cannon... ...: 60% in office, 40% remote for most positions Paid...Remote workTemporary workWork at office- ...no stopping you! Job Title: Client Service Officer Card Specialist (Hybrid/Remote Eligible - MO Only) Job Description... ...position. Shift: 9:00 am - 6:00 pm CST Monday - Friday with 2-... ...Adobe Software Certifications, Licenses, and Registrations ~ None Equal...Remote workTemporary workWork at officeLocal areaMonday to FridayShift work
$21.77 - $32.66 per hour
Northwestern Mutual in Denver is looking for a Licensed Customer Service Rep to support a range of investment-related inquiries. This remote position involves delivering high-quality client service through accurate transactions and effective communication. Ideal candidates...Remote jobHourly payFlexible hours- ...outbound calls daily and overcoming objections to connect potential customers with licensed agents. The position offers paid training, a base salary with commission, and a structured path to move into licensed sales after 6 months of success. #J-18808-Ljbffr SelectQuote, Inc.Remote job
- ...The Senior Client Advisor has primary responsibility... ...client account service delivery, and... ...with Bessemer specialists. Consult with... ...and experience. Series 7, Series 63 required. CTFA,... ..., or current law license or current CPA preferred... ...% in office, 40% remote for most...Remote workTemporary workWork at office
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