Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
Provide client support, process requests, onboard accounts, authenticate clients, and support financial advisors; strong computer, interpersonal, and organizational skills; high school diploma required, college preferred; willingness to obtain Series licenses.
TruistNYSE: TFC: US-based banking and financial services institution.
5+ YOEBachelor's in business or equivalent experience; 5+ years in financial services (or 1 year in client relationship manager role); active or obtainable FINRA SIE/Series7/66 and applicable insurance licenses; SAFE/NMLS compliance; strong sales and communication; Microsoft Office proficiency.
Kohl'sNYSE: KSS: American department store retail chain offering apparel, home, and beauty.
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math, reading, computer, and technology equipment skills.