Remote Investment Client Services Analyst (Series 7/63)
Northwestern Mutual Group
- Remote job
Northwestern Mutual is seeking an Investment Client Services Analyst to support clients and registered representatives with investment account questions, performance inquiries, and securities transactions. The role requires Series 7/63 licenses and a strong understanding of tax reporting, mutual funds, and brokerage services. In this position you will collaborate with NM Wealth partners, handle inquiries for investment accounts, and help educate clients on digital/self-service capabilities. #J-18808-Ljbffr Northwestern Mutual Group
- Northwestern Mutual seeks an Investment Client Services Analyst (Series 7/63) to support clients and registered representatives with investment account questions, performance inquiries, and securities transactions. This licensed, client-facing role emphasizes product knowledge...Remote job
- Northwestern Mutual in Atlanta is seeking an Investment Client Services Analyst to partner with clients and financial representatives, handling questions... ...to digital/self-service adoption. The role requires Series 7/63 licensing (or equivalent) and involves collaboration...Remote job
- Northwestern Mutual in Tallahassee, FL seeks an Investment Client Services Analyst with FINRA licenses to support clients and registered representatives on investment accounts and transactions. The role emphasizes de-escalation, issue ownership, and collaboration with...Remote job
- Morgan Stanley is seeking a Financial Services Representative to engage customers... ..., and guide them through basic investment inquiries. Training for Series 7 & 63 licenses will be provided by the... ...balancing in-office collaboration with remote flexibility. #J-18808-Ljbffr E*...Remote workWork at office
- ...is a rapidly growing, full-service investment bank and independent advisor... ...our advisors and their clients with exceptional service and... ...+ years of proven success Series 7 (6) and 63 licenses are required Self... ...Equal Opportunity Employer. Remote (work from home/own office)...Remote workWork at officeWork from home
- ...Summary Job Description Investment Central, a specialized department... ...to providing exceptional service to Raymond James’ clients. Although we operate as a... ...cannot be applied. Series 7 and 63 licensing required.... ...Less than 25% Workstyle Remote The total compensation for...Remote workFull timeWork experience placementWork at officeWork from homeHome office
$23.11 per hour
Job Description The Investment Client Services Analyst (Series 7/63) is a licensed, client-facing role responsible for supporting clients and registered financial... ...Service Analyst, Location: Franklin, WI - 53132 Remote working/work at home options are available for this...Remote jobWork from homeHome officeFlexible hours$70.5k - $81.5k
Vanguard Group is seeking a Client Service Excellence Center associate to handle inbound calls and assist clients with account-related needs. This fully remote role requires licenses Series 7 and 63 and is performed from within Iowa. Base salary range plus bonuses and licensing...Remote job- Northwestern Mutual's Investment Client Services Analyst role supports clients and registered reps with investment... ...strengthen relationships. Requires Series 7/63 licenses, an associate degree or... ...services with strong communication skills. #J-18808-Ljbffr Remote JobsRemote job
$70.5k - $81.5k
Vanguard is seeking a Client Service Excellence Center associate to help clients via inbound calls on account... ...and a strong sense of ownership. This fully remote role must be performed from Kentucky. Active FINRA Series 7 and 63 licenses are required. First-year...Remote job- Vanguard is seeking a Client Service Excellence Center associate to assist clients via inbound calls on account-related needs. This fully remote role requires you to work from Kentucky and hold FINRA Series 7 and 63 licenses, with a strong focus on delivering exceptional...Remote job
- ...States is seeking an unlicensed Financial Services Representative to assist clients with account inquiries, money movements, and... ...You will receive paid training to obtain Series 7 and 63 licenses, with a hybrid in-office/remote schedule that supports your development...Remote workWork at office
$55k - $61k
...among the first financial services companies in America... ..., retirement, and investment solutions help people... ...foundational experience in client engagement, financial... ...MS Office. FINRA Series 6 or 7. FINRA Series 65, or... ...platforms. Working Conditions Remote (Field/Travel)...Remote jobWorldwide- Northwestern Mutual is seeking an Investment Client Services Analyst to support clients and registered financial representatives with investment questions... ...digital self-service options. Required FINRA licenses (Series 7/63 or equivalents/SIE), a business-related associate...Remote job
$27 - $31 per hour
...highly motivated Assets Customer Service Specialist to join our team... ...issues related to assets, investments, and financial products. Meet... ...Licensing And Experience FINRA Series 7 license is required. A... ...the office. This isn't a fully remote position, and we don't have a...Remote workHourly payWork at officeVisa sponsorshipRelocation packageFlexible hoursWeekend workDay shiftAfternoon shift$70k - $90k
...seeking an experienced FINRA Series 7 Registered... ...transactions, supporting clients with every aspect of their... ...key member of our client service team, you will be the... ...Active FINRA Series 7 and 63 Licenses required.... ...flexible hours and hybrid or remote setup. Internal...Remote workFlexible hoursNight shift- Vanguard Group, a leading investment management company, is seeking a Client Service Excellence Center associate to handle inbound client calls, resolve account-related inquiries, and deliver outstanding service from Tennessee. The role emphasizes empathy, ownership, and...Remote job
- Northwestern Mutual is seeking an Investment Client Services Analyst to support clients and registered representatives with investment account questions, performance inquiries, and securities transactions. The role requires strong investment knowledge and the ability to...Remote job
$250k - $300k
...VP Finance | Cyber Security | Series B Harmonic are proud to be working... ...What you need (Essential) ~7+ years in strategic finance / FP... ...What we'd like to see (Bonus) Investment Banking experience Experience managing a remote team Location : Fully remote...Remote workFull timeFlexible hours- ...As Insurance and Financial Services Position - State Farm Team Member... ...agency through meaningful client relations and acting as a... ...clients with retirement planning, investment management, and insurance... ...in insurance and FINRA Series 7 and 63 preferred. Flexible work from...Remote jobWork from homeFlexible hours
- ...and international tax services, with a focus on high-... ...business objectives and clients, and recognized for... ...leadership team in a flexible remote/hybrid environment... ...and alternative investment notes Leverage Mandarin... ...licenses (e.g., Series 7, 63, 65, or 66, or equivalent...Remote workContract workFor contractorsWork from homeFlexible hours
$50k - $70k
...Team (IWT) 100% Remote | Full-Time W-2 |... ...Love working with clients and helping them achieve... ...planning, investment guidance, and ongoing... ...wealth management services. As our firm... ...: Active FINRA Series 7 and Series 66 licenses... ...Series 7 with Series 63 and 65). At...Remote workFull timeWork from home- ...Description Financial Case Advisor Active Series 7 required. Minimum 1 year previous brokerage/investment banking experience preferred. Desired Qualifications... ...to 1 year of brokerage / Investment banking client service experience " Experience resolving and...For contractorsWork at officeWork from home
- ...branch staff to uncover client needs and offer most... ...production goals and customer service objectives for all... ...of business. Provide investment/insurance solutions to... ...sales experience Series 7, 63, 65/66 and Life and Health... ...and work from home. Remote roles will also have...Remote workTemporary workWork at officeWork from homeFlexible hours
- ...branch staff to uncover client needs and offer the... ...production goals and customer service objectives for all... ...of business. Provide investment/insurance solutions to... ...sales experience Series 7, 63, 65/66 and Life and Health... ...do their best work. Remote roles will also have the...Remote workTemporary workWork at officeWork from homeFlexible hours
$52k - $101k
...products, consumer/home lending, investments and credit management so... ...other banking products and services. Duties &... ...licenses in an active status: Series 6 or 7; Series 63 or 66; State Life and Health... ...community, and do their best work. Remote roles will also have the...Remote workWork at officeWork from homeFlexible hours- ...products, consumer/home lending, investments, and credit management. You... ...other banking products and services. Duties and... ...licenses in an active status: Series 6 or 7; Series 63 or 66; State Life and Health... ...office and work‑from‑home. Remote roles will also have the opportunity...Remote workFull timeWork at officeWork from homeFlexible hours
- Job-ID29241628Reference26-25514Remote50% Remote Job Description: Required Qualifications: • 2 years of risk management, business... ...Successfully completed Financial Industry Regulatory Authority (Client) Series 7 examinations (or Client recognized equivalents) sufficient...Remote workOngoing contractImmediate start
$41.25k - $82.5k
...company’s success. As a Licensed Investment Services Consultant within PNC's... ...organization, you will be remote with CST or EST preferred.... ...assigned offices who refer clients seeking advice and guidance... ...Certification(s) Licenses FINRA Series 7, 66 (or 63 & 65) required. Life and...Remote workFull timeTemporary workPart timeWork experience placementWork at officeWork from home- ...other banking products and services. Duties & Responsibilities... ...in an active status: Series 6 or 7; Series 63 or 66; State Life and Health... ...acumen in banking, sales, investments, consumer lending, business... ...community, and do their best work. Remote roles will also have the...Remote workFull timeH1bWork at officeWork from homeFlexible hours
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