Remote FINRA-Licensed Client Service Pro
Vanguard
Vanguard is seeking a Client Service Excellence Center associate. This fully remote role requires active Series 7 and Series 63 licenses. You will engage with clients to address their financial inquiries, ensuring a strong relationship through empathy and detailed assistance. The role offers competitive compensation ranging from $70,500 to $81,500, including performance bonuses and a licensing bonus. Vanguard emphasizes career stability and rewards commitment with milestone bonuses, ensuring a fulfilling long-term career. #J-18808-Ljbffr
- The Vanguard Group, located in Norcross, Georgia, is seeking a Client Service Excellence Center associate. This fully remote role requires active FINRA Series 7 and 63 licenses. Key responsibilities include assisting clients with financial inquiries through inbound calls...Remote job
- Soteria Reinsurance Ltd. in Troy, MI is seeking a Financial Services Representative to help customers with inquiries and account management... ...role offers comprehensive training for obtaining necessary FINRA licenses and focuses on your growth and career development. You will...Remote jobWork from home
$70.5k - $81.5k
...Vanguard in Des Moines, Iowa is seeking a Client Service Associate to assist investors through financial inquiries... ...and provide excellent client service. This fully remote role requires active FINRA Series 7 and 63 licenses. The ideal candidate will have over 3 years of...Remote work$70.5k - $81.5k
...Vanguard is seeking a Client Service Excellence Center Associate to support clients with their financial inquiries. This fully remote position requires active FINRA Series 7 and Series 63 licenses, along with significant customer-facing experience. You will assist clients...Remote work$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... ..., you'll receive a $20,000 licensing bonus for bringing your active... ...Model: This role will be fully remote. Although this position is designated...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!... ...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$20k
The Vanguard Group is hiring a Client Service Excellence Center associate in Miami, Florida. This fully remote role involves assisting clients with financial... ...years of client service experience. Active FINRA Series 7 and 63 licenses are also required. The position offers...Remote job$70.5k - $81.5k
The Vanguard Group is seeking a Client Service Excellence Center associate in Des Moines, Iowa. This remote role requires active FINRA Series 7 and Series 63 licenses. You will assist clients with financial inquiries through inbound phone calls and work to resolve their...Remote job- ...top Advisors in a full-time capacity, the FINRA Licensed Support Specialist will manage inbound... ...business units, with the option to work remotely. Key responsibilities: Receive and log inbound calls from Advisors regarding service-related issues Create and maintain strong...Remote workFull time
- ...Supporting existing clients with their investment needs, the full-time remote FINRA Licensed Premier Service Associate will handle operational inquiries related to trading, account management, and asset consolidation while engaging customers in investment conversations...Remote workFull time
- Fidelity Investments Inc. is looking for a Financial Services Representative to support customers through inbound calls while pursuing licensing and career growth. This hybrid role includes remote work and weekly visits to Investor Centers. You'll gain the necessary certifications...Remote job
- ...To support a growing customer service team in financial services, the full-time FINRA Licensed Principal will engage with over... ...Financial Professionals, validating client documents for compliance and... ...exceptional service in a remote environment. Key responsibilities...Remote workFull timeWork at office
- ...Vimo, DBA GetInsured is looking for a full-time Pennsylvania Licensed Customer Service Representative to deliver exceptional remote customer service. You will manage inbound and outbound calls, assist with customer accounts, and provide technical support while working...Remote workFull timeWork from home
- ...Empower Retirement, LLC is hiring a Premier Brokerage Associate for a full-time remote role, requiring active FINRA licenses. You will manage inbound calls from clients, provide exceptional service while assisting with trading and account management. Ideal candidates should...Remote workFull time
- ...Teleperformance is seeking a Licensed Sales Insurance Representative focused on customer service and sales. Responsibilities include handling customer inquiries and completing sales while providing excellent service. The role requires an active Property & Casualty Producer...Remote workWork from home
- ...DXC Technology is seeking a customer service professional to join their team in Charlotte, North Carolina. The role involves responding... ...and required life insurance experience. The position is remote and comes with competitive compensation and comprehensive benefits...Remote work
- ...Vanguard is seeking a Client Service Excellence Center associate to join their fully remote team in Georgia. This role requires strong customer service skills, problem... ...to hold a Series 7 and Series 63 regulatory license. The position offers competitive compensation, including...Remote work
- ...Client Service Associate Hilltop Securities is currently looking to hire... ...Inc., a member of the FINRA and SIPC, is a wholly owned subsidiary... ...growing and provide remote, scalable and compliant administrative... ...one of the nation's largest licensed broker-dealer clearing firms,...Remote workCurrently hiringWork at office
$41.6k - $57.13k
...for Career Enhancement is seeking a customer service representative to assist clients with financial inquiries and processes. This remote role, based near Salt Lake City, requires strong customer service skills and a FINRA Series 6 and 63 certification. Benefits include...Remote job$36.7k - $68.2k
...Customer-Focused FINRA Series 6 Or 7 Licensed Support Representative DXC Technology helps global companies... ...organizations trust DXC to deploy services across the Enterprise Technology... ...Representative to provide service and support to clients with investment and retirement...Full timeContract workMonday to FridayFlexible hoursShift work- ...Support Representative for a fully remote position within the United... ...inbound contact center, addressing client inquiries and account maintenance... ...minimum of 2 years of customer service experience, and hold a FINRA Series 6 or 7 license. Comprehensive benefits include...Remote work
- ...(OBAs) and Passive Investments, the fully remote Compliance Consultant will leverage their FINRA Series 7 and Series 24 licenses to assess compliance risks and partner with... ...required) 2-3+ years of experience in financial services or a compliance-related role Strong...Remote work
- ...A financial services company is seeking FINRA Licensed Advisors for remote roles, offering a base salary plus bonuses. Successful candidates will educate clients on retirement products and build relationships rather than prospecting. Required qualifications include a Bachelor...Remote work
- ...center oversight activities for vendors and clients, providing analytical oversight for... ...years of relevant work experience Required licenses include SIE, Series 7, Series 63, Series... ...Preferred 2-3 years of Financial Services experience Ability to manage a high volume...Remote workWork experience placement
- ...guidance throughout the sales process Required Qualifications Established professional network within the assigned geographical territory Track record of success in developing a sales pipeline in small and mid-market segments Possession of Series 6 and 63 licenses...Remote work
- ...education around retirement products. This fully remote role offers a competitive salary and bonuses,... ...Candidates should have a bachelor's degree, applicable FINRA licenses, and at least one year of experience in financial services. Comprehensive benefits are included, enhancing...Remote work
- ...Providing high-quality support to clients, the full-time FINRA Licensed Insurance Representative will assist with complex inquiries, account maintenance, and financial service transactions in a remote contact center environment. Key Responsibilities Respond to complex...Remote workFull time
- ...of contact for prospects and existing clients seeking financial education and... ...and maintain knowledge of products and services while leveraging financial acumen to... ...+ years of relevant work experience FINRA Series 7 and 66 licenses required Sales experience preferred...Remote workWork experience placement
- ...To support the oversight of registered representatives in a wholesale broker-dealer environment, the full-time remote FINRA Licensed Supervisory Consultant will manage high-volume supervision tasks, risk management, and operational execution while ensuring compliance with...Remote workFull timeWork experience placement
- ...Providing guidance on retirement savings options, the full-time remote FINRA Licensed Workplace Consultant will assist customers during key life... ...Demonstrated relationship management and customer service skills Motivated self-starter with the ability to learn quickly...Remote workFull time
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