- Cetera Financial Group, Inc. (Minnetonka, MN)
- …with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered ... Representative (s) to prepare and process client paperwork, perform client...future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo). What… more
- Fidelity Investments (Pasadena, CA)
- …working at home and in an Investor Center. Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for ... Job Description: Financial Services Representative Have a passion for helping people? Join...training you need to develop the skills needed to service customers and study for your FINRA … more
- Fidelity Investments (Merrimack, NH)
- …lives of others? If you answered " yes " and are a customer service -minded champion, we are hiring Customer Support Representatives, also known as Financial Customer ... amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and… more
- Empower Annuity Insurance Company of America (Hartford, CT)
- …commuting distance of 280 Trumbull Street, Hartford, CT 06103 As a Registered Retirement Representative , you will be responsible for answering incoming telephone ... inquiries regarding retirement plans from participants, employers, and third-party plan specialists....customer service experience, preferably in a financial service -related field FINRA Series 6 and Series… more
- Northwestern Mutual (Jamison, PA)
- …path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs ... Protection *Education Funding *Investment & Advisory Services *Trust Services * Retirement Solutions *Business Needs Analysis Northwestern Mutual's proprietary planning… more
- NYL - Matthews (Charlotte, NC)
- …the insurance claims process while overseeing existing insurance claims Qualifications *Customer service or experience as a sales representative are highly ... them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent,...through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that… more
- ADP (Dallas, TX)
- …Summary:** The Retirement Services Representative is a licensed Retirement professional responsible for providing exceptional service to the employees of ... ADP Retirement Service 's clients. They are the primary point of contact...and also assist employees with individual account transactions. The Retirement Services Representative must be capable of… more
- Vanguard (Scottsdale, AZ)
- …to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting our "crew" ... when they call in to Vanguard. As a Client Service Excellence Representative , you will: + Respond...like onboarding new clients to supporting them through their retirement . + Maintain strong performance metrics. + Increase functional… more
- HUB International (Blue Bell, PA)
- …maintain their own unique, regional culture. We currently have an opportunity for a **Plan Service Representative ** . As a Plan Service Representative , ... responsible for managing a block of existing business while applying exceptional service standards resulting in strong retention. This position will be responsible… more
- Lincoln Financial (Radnor, PA)
- …#:** 73197 **The Role at a Glance** As the Financial Services Sales Representative , you will build and maintain business relationships with advisors who market our ... **What we're looking for** _Must-haves:_ + Exceptional communication and relationship management skills + FINRA SIE License - must obtain within 120 Days + FINRA … more
- Bank of America (Jacksonville, FL)
- Sr. Financial Service Representative Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Sr-Financial- Service - Representative \_25030796) **Job Description:** Merrill Wealth Management is… more
- MUFG (Chicago, IL)
- …our recruitment team will provide more details. **Position Summary:** The Client Service Analyst will support Transaction Banking of the Americas Corporate clients ... fashion. **Responsibilities:** + Support clients in a team environment and internal service partners to address client needs and solutions. + Use Cash Management… more
- TEKsystems (Salt Lake City, UT)
- Job Title: Escalation Representative 2 Schedule: + Monday to Friday, 7:30 AM - 4:00 PM CT (occasional extension to 5:00 PM for phone coverage) + Training: Full-time ... customer data. + Perform minor data analysis. + Deliver white-glove customer service with professionalism and empathy. + Support regulatory reporting and complaint… more
- ADP (Florham Park, NJ)
- …see for yourself!** As a Digital Sales Associate, you will sell ADP's Retirement Services 401(k) solutions over the phone using virtual technologies. With a little ... that put millions of employees on the road to retirement readiness. Your day-to-day will focus on daily goals...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
- Charles Schwab (Omaha, NE)
- …helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients ... to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when… more
- Edward Jones (Tempe, AZ)
- …former FA is unable to meet those obligations. + Provide excellent client service and suitable investment advice during the transition period. + Provide initial ... contact and ongoing guidance and service to the clients. + Research...no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and… more
- US Bank (Gresham, OR)
- …as the main day to day contact between the customer and US Bank. Service and support customer's depository and treasury products and provide limited loan servicing. ... other US Bank departments to ensure high levels of service delivery for customers. Utilize numerous systems to access...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five… more
- US Bank (Los Angeles, CA)
- …to customer accounts as directed by documentation received from bankers and service areas. Account maintenance work includes service price changes, customer ... Ability to resolve complex problems with minimal guidance + Strong customer service skills + Excellent verbal and written communication skills + Proficient computer… more
- City National Bank (New York, NY)
- …clients required. * Demonstrated use of effective sales and communication skills. * Registered Representative with a FINRA Series 4, 53, and Series 57 preferred. ... *CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY?...CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, option,… more
- ADP (Rancho Cucamonga, CA)
- ADP is hiring a **Sales Representative for Retirement Services** . + **_Are you ready to control your financial future with unlimited upside earnings ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions. With a little help from...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
