Virtual Client Services Associate (Series 7/66 Ready)
Morgan-Stanley
Morgan Stanley is seeking a Registered Client Service Associate in Tampa, FL to enhance client relationships and support in financial management. This phone-based role involves servicing clients and requires strong interpersonal skills. The ideal candidate will provide insights on Morgan Stanley's services while adhering to firm policies. Opportunities for obtaining Series 7 and 66 licenses are available, enhancing career development in the financial sector. #J-18808-Ljbffr Morgan-Stanley
- ...a forward-thinking financial institution as a Registered Client Service Associate in Tampa. This dynamic role offers a unique opportunity to... ...training program that prepares you for obtaining your Series 7 and 66 licenses. With a focus on personal growth and development...Virtual
- ...Securities Industry Essentials – SIE - Active Series 7 & Series 66 (combo of 63 and 65) licenses (... ...years relevant experience in Customer Service with emphasis in investments or investment... ...,000 consultants support more than 225 clients globally. BCforward champions the...SuggestedWork experience placementWork at office
- ...Registered Client Service Associate Are you passionate about helping others reach their financial... ...solving? If so, the Morgan Stanley Virtual Client Solutions team is seeking a Registered... ...Services Professional and gain your Series 7 and 66 licenses. As a Registered Client...VirtualWork at officeWorldwideWork visa
- ...Registered Client Service Associate Supports Financial advisors and their prospective... ...platforms (phone, email, in-person, virtual), as well as the ability to... ...grandfathering cannot be applied. Series 7 required. Series 63, 65 and/or 66 as required by state. Travel...VirtualWork experience placementWork at office
- ...prospective and existing clients and other branch... ...email, in-person, virtual), as well as the... ...and recognition for service and excellence in the... ...Client Service Associate who is a motivated,... ...cannot be applied.* Series 7 required.* Series 63, 65 and/or 66 as required by state...VirtualWork experience placementWork at office
- ...located in Tampa is seeking a full-time Client Service Associate for a non-sales, non-advisory role.... ...interactions via phone, in-person meetings, virtual platforms, and mail Respond to... ...client information FINRA SIE and/or Series 65 plus (must be willing to obtain)...VirtualFull timeWork at office
- ...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)...Work at officeLocal area
- ...Responsible for the general servicing and support of the Financial... ...consistent and effective level of client servicing when the Financial... ...present sales potential. 7. Provide operational... ...Regulatory Authority (FINRA) Series 7 and Series 66 licenses. (Series 63 & 65 in...Work at office
- ...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer... ...and friendly manner ~ Willing to obtain FINRA Registrations: SIE, Series 7/63 or 66 (Will be sponsored) Oppenheimer & Co. Inc.
$21.77 - $32.66 per hour
Licensed Customer Service Rep - Remote Nationwide (Series 6/63 or 7/63) Full Time Role Summary This role is part of the Client Services Operations organization... ...‑related inquiries. Associates in this role handle phone... ...Pay range: $21.77 - $32.66 per hour. Benefits Flexible...Remote jobHourly payFull timeFlexible hours- Join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate... ...clients Ability to be flexible with working hours and utilize virtual connectivity tools (VDI, Blackberry/Good mobile suite, etc.)...VirtualFlexible hours
- ...Client Service Associate Messa Sync is a fast-growing logistics and operations company committed to delivering excellence, efficiency, and reliability in every project. Our team is built on dedication, collaboration, and a drive to exceed expectations. We take pride...Full timeWork at office
- ...a remote position. Customer Service Inbound, Billing & Customer... ...to prestigious Fortune 500 clients through a virtual platform. Parkes & Co. provides... ...for anyone who is ready to start a business and be their... ...Operating System: Windows 7 or Windows 10 Windows 8/8.1...VirtualRemote workWork from homeLong distance
- Fwainvest in Tampa, Florida is seeking a Registered Client Service Associate to support financial advisors and clients. The role involves onboarding new clients, managing accounts, and providing high-quality administrative support. Ideal candidates should have effective...
$100k - $185k
...your career and your clients' financial futures. With... ...exceptional customer service skills and a drive to... ...while serving as an associate partner. Transition... ...of in-person, virtual, and web-based learning... ...Willing to obtain FINRA Series 6, 7, 63, and 66. Compensation $100,...Virtual- ...opportunity offers meaningful client impact, structured... ...Conduct virtual consultations to understand... ...and high-quality client service Participate in ongoing... ...veterans’ organizations, and associations to provide... ...flexible careers. If you’re ready to build a career that...VirtualWeekly payRemote workWork from homeFlexible hours
- ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)...Seasonal workWork at officeWork from homeShift workDay shift
- ...Client Support Specialist We have an exciting opportunity... ...our culture. We offer virtual interviewing and... ...have complex service and investment needs.... ...We're Looking For ~ Series 7 required ~ Series 6... ...salary, to recognize associate achievements. And our...VirtualRemote jobWork from home
- ...to join a fully remote team in a client-focused role supporting individuals... ...about benefits, conducting virtual consultations, and maintaining digital... ...are essential. If you are ready to build a flexible career focused on service and growth, apply now. #J-18808-Ljbffr...VirtualRemote workFlexible hours
- ...high volume of quality applications. Remote Customer Service Representative (100% Work From Home) Are you ready to ditch the commute and grow your career from the... ...? We are looking for a high-energy, empathetic Virtual Customer Service Representative to join our rapidly...VirtualImmediate startRemote workWork from home
$10k
...Private Client Adviser - Inside Sales Calling all financial professionals who hold a... ...team that provides sales support, client service, marketing, research and more. You will report... ...is focused on phone-based sales or virtual connections Your Qualifications:...VirtualWork at office$15 - $16 per hour
...position may be for you. We represent many clients looking for Remote Call Center Agents... ...Edge Connections, LLC is a full-service virtual Customer Experience & Sales transformation... ...). Processor: Intel Core i5 5200 series or greater; all computers must have at...VirtualHourly payContract workPart timeRemote workHome officeDay shift- A prominent supplemental benefits provider is seeking motivated professionals to conduct virtual consultations and guide clients through benefit options. This remote position offers flexible scheduling, ongoing training, and structured opportunities for growth. Candidates...VirtualRemote jobFlexible hours
- ...enabling you to balance personal and professional commitments effectively. Your daily tasks will involve conducting virtual consultations, assessing client needs, building lasting relationships, and managing administrative duties. The role emphasizes work-from-home...VirtualRemote jobWeekly payWork from homeFlexible hours
- ...Morgan Chase, we are committed to delivering exceptional client service while fostering a culture of diversity and inclusion... ...‑based planning and advice. A valid and active Series 7 license. A valid and active Series 66 (or 63/65) license, or the ability to obtain it...
$20 - $24 per hour
...support, and valuable insights, empowering our clients to excel in what they do best. The Office Services Associate position will be a highly visible point of contact... ...Common Areas ~ Ensure cleanliness and readiness of all common areas and conference rooms. ~...Hourly payWork at officeLocal area$63 per hour
Kforce's client, a leading financial services organization in Tampa, FL is seeking a Senior Client Account Service Associate (CASA) to deliver exceptional client experience while supporting Wealth Advisors and advisory teams. This position serves as a trusted resource for...Contract work- ...Positive Impact Are you ready to make a real... ...potential! Role Highlights Client Engagement : Cultivate... ...markets Products and Services Consultation : Educate... ...Life & Health, SIE, Series 7, Series 66 Personal Attributes... ...day hands‑on training Virtual University : access to...VirtualWork experience placementLocal areaRemote workFlexible hours
- Ready to make a difference in the lives of patients with gynecology and genitourinary cancer? As an Oncology Account Specialist (OAS)... ...building customer relationships through various mediums (in‑person and virtual) and strong sales goal achievements. Ability to learn, analyze,...VirtualLocal area
$75k
...stronger community of associates united by our mission.... ...every day: Integrity, Client Focus, Diverse Perspectives... ...Financial Advisors virtually. Territory :... ...the following licenses: Series 7 and 66 or 7, 63, and 65... ...job posting and you're ready to start the candidate...VirtualFull timeTemporary workLocal areaFlexible hours
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