- Truist (Atlanta, GA)
- …acts as the service support team for Self-Directed, Centralized Advisor Center (CAC) assigned and Signature Advantage brokerage clients via phone. Teammates ... FL 214 Tryon, Charlotte, NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of...confirmations, and monthly investment statements. 6. Act as priority contact number for assisting clients with questions regarding the… more
- Motion Recruitment Partners (Charlotte, NC)
- Brokerage Customer Service Specialist Charlotte, NC...+ 2+ years of Customer Service , Financial Services , or Contact Center experience, ... Contract $32.31/hr - $36.41/hr Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Customer Service Specialist 2… more
- HUB International (Omaha, NE)
- **Are you ready to launch your career in insurance brokerage ? Join our award-winning internship program!** As a HUB Summer Intern you will be exposed to the vast ... career opportunities within the growing insurance brokerage industry. Working with our Commercial lines, Personal lines, Employee Benefits or Retirement & Private… more
- Watco Companies LLC (Little Rock, AR)
- …Branch Manager of Highway Logistics will be responsible for the sales and operations of Brokerage Services . It will be critical for this leader to develop a ... contributions in attaining objectives + Develop high functioning teams by focusing on service , team morale, teamwork, and a positive culture + Ensure Watco Logistics… more
- HUB International (Kansas City, MO)
- **Position Summary** For more than 25 years, Avant Brokerage has been developing insurance solutions for independent agents focused on the transportation business ... agents responsible for retention, renewals, marketing, and servicing needs of Avant Brokerage agencies. The ideal candidate will demonstrate an advanced level of… more
- HUB International (Richmond, VA)
- …the Position:** The ideal candidate for this position will possess excellent customer service skills and serve initially as a renewal and new business producer in ... a growing commercial lines underwriting/ brokerage team. Successful applicants will work with a renewal...agents and carriers ensuring the highest level of customer service standards are met, bringing communication to a satisfactory… more
- Guardian Life (Bethlehem, PA)
- …inbound calls to our Service Desk Team. Inquiries range in complexity but center around the servicing and care of brokerage and advisory accounts. Candidates ... opportunity to advance professionally? Then join Guardian Life! Our Customer Service Specialists are responsible for providing support to financial professionals and… more
- HUB International (Pittsburgh, PA)
- …the Benefits Consultant (BC) as the day-to-day contact in providing strategic brokerage and consulting services to assigned health and welfare benefit plan ... systems up to date, and acting as the day-to-day contact for clients. BCs will lead service ...familiarity with carrier and key vendor partner products and services in support of assigned clients. + Broad knowledge… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through experience, specialized training or certification to provide all levels of financial services in a team environment to associates or clients of the company ... combining the traditional roles of the Financial Advisor and Service Associate. Fosters and assists in the development of...development of relationships with new clients in a call center environment. Assists associates or clients over the phone… more
- City National Bank (New York, NY)
- …financial solutions to high- and ultra-high-net-worth families, select professional services firms and select nonprofits. Exceptional, customized service ... individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust… more
- Bank of America (Lincoln, RI)
- …a FSR I, you will work in a phone-based environment from a Merrill Contact Center . Your responsibilities include delivering point of call servicing and ... Life Services Financial Services Representative Hunt Valley,...resolution on brokerage accounts, identifying... accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will… more
- US Bank (Milwaukee, WI)
- …need. Job postings in areas with a high volume of applicants, such as customer service , contact center , and Financial Crimes investigations, remain open for ... from Day One. **Job Description** US Bank Global Fund Services offers fund administration, compliance, legal administration, fund accounting,...As Transfer Agent, we act as liaison and provide service to over 100 mutual fund companies and their… more
- Randstad US (Scottsdale, AZ)
- …Administration, or a related field preferred. + Prior experience in a financial call center or customer service role is advantageous. + Solid understanding of ... financial services representative. + scottsdale , arizona + posted...financial products such as mutual funds, ETFs, IRAs, and brokerage accounts. Skills + Call Center +… more
- Fifth Third Bank, NA (Effingham, IL)
- …with active Series 6 and 63 licenses preferred. + Two (2) years of brokerage or related financial services experience. + Good understanding of the financial ... and potential clients. + Provide guidance to the banking center partners as requested. + Process and follow-up operations...all documentation is maintained to standards + Maintain close contact with clients in order to ensure that they… more
- US Bank (Milwaukee, WI)
- …need. Job postings in areas with a high volume of applicants, such as customer service , contact center , and Financial Crimes investigations, remain open for ... assets. Job duties include maximizing client retention and expanding US Bancorp Fund Services ' product development and services . Monitor client asset levels and… more
- HUB International (Delaware, OH)
- …**SUMMARY** The Benefits Consultant (BC) will provide strategic account management and brokerage services to assigned health and welfare benefit plan (EB) ... and SMEs directly for assigned clients, involving leveraging individuals appropriately in service related activities to support client needs. In general, the BC will… more
- Access Dubuque (Dubuque, IA)
- … CUSTOMER SERVICE - SALES ASSISTANT Sedona Staffing Services Patient Service Representative - Call Center Grand River Medical Group Patient Service ... Representative (PRN) Grand River Medical Group Member Service Representative/Financial Services C DuTrac Community Credit Union Call Center - Inbound-- Member… more
- HUB International (Hato Rey, PR)
- **Hi,** **we're** **HUB!** We are a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and ... services . Throughout our network we have more than 530+offices...success. When you partner with us, you're at the center of a vast network of risk, insurance, employee… more
- HUB International (Chicago, IL)
- …High School diploma or equivalency is required. 3 to 5 years of client service expense in the insurance brokerage industry, including performing client billing ... life and health, employee benefits, investment and wealth management products and services . With over 17,000 employees in more than 550 offices throughout North… more
- HUB International (Wilmington, MA)
- …management, life and health, employee benefits, investment and wealth management products and services . Becoming a part of HUB means that you thrive in an ... of benefit plan designs and financial assumptions with client service team on new and renewal business. + Assists...Knowledge** - Strong knowledge of employee benefits products and services and how they are delivered to clients; knowledge… more