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At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
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Failure to pass exam/or no attempt to take exam will result in removal from LBE program) FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam)Experience in financial services industry, preferred.
$19.13 - $28.6 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
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Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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Company Culture: At Globe Life people are ambitious but respectful, high-energy, and treat every member like family. Many of our representatives have seen exponential career growth within Globe Life.
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Client Relationship Manager Leading Long Island managed service provider is looking for a highly motivated, dynamic Sales Professional to join our growing Company. Must be a hunter with strong phone skills to call on new accounts, from small businesses to Fortune 500 Companies and present IT products, services and information on new technologies.
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We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Position OverviewOur Client Service Representative provides general account support and customer service to an impressive roster of multinational clients.
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The Role Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
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A Client Service Associate role is now available for our Financial Services client. Client Service Associate. Must have experience in the financial services and wealth management industry.
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Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
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Liaise with Global Technical Services, lab staff and other teams as needed to support client projects such as new service requests, test development, regulatory updates and protocol development.
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Our FSO Private Tax practice clients are ultra-high net worth individual clients who have historically amassed their wealth within the asset management (ie hedge and private equity), banking and related financial services industries.
$94,100 - $172,500 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
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Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control.
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client services jobs Title: client in Jericho, NY
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