- Truist (Orlando, FL)
- …banking or equivalent education and related training. 4. Demonstrated experience in a call center or brokerage office environment, preferably focusing on ... service. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- Truist (Charlotte, NC)
- …banking or equivalent education and related training. 4. Demonstrated experience in a call center or brokerage office environment, preferably focusing on ... with providing sales and operational support to Omni Channel, including Investment Care Center and Client Advisory Center . Responsible for the general servicing… more
- TEKsystems (Salt Lake City, UT)
- …information to client personnel in Customer Service. Skills: Series 7, customer service, brokerage operations, call center . About TEKsystems: We're partners ... join a Financial Service Company in Salt Lake City as the Customer Brokerage Representative 6 Month Contract to start Schedule: Hybrid Schedule 5 days in office… more
- Truist (Coral Gables, FL)
- …Qualifications: 1. Previous sales or banking experience. 2. Previous experience in a call center or brokerage office environment, preferably focusing on ... service. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- Truist (Atlanta, GA)
- …functions. 1. Intermediate proficiency in written and verbal communications 2. Previous call center experience or high volume, fast paced work environment ... (ICC) which acts as the service support team for Self-Directed, Centralized Advisor Center (CAC) assigned and Signature Advantage brokerage clients via phone.… more
- Bank of America (Chandler, AZ)
- …make a difference. Join us! Sr Registered Reps have at least one year call center experience. Handle more complex calls including Integrated Benefits, Non Qual. ... Sr Registered Phone Rep - Retirement and Benefits Investment Specialist Chandler, Arizona;Tampa,...Benefit Plans, Merrill Lynch Advice Access, and Self Directed Brokerage . As a Senior Registered Merrill Retirement & Benefits… more
- Randstad US (Scottsdale, AZ)
- …advantageous. + Solid understanding of financial products such as mutual funds, ETFs, IRAs, and brokerage accounts. Skills + Call Center + Finance + Client ... financial services representative . + scottsdale , arizona + posted 10...related field preferred. + Prior experience in a financial call center or customer service role is… more
- Bank of America (Lincoln, RI)
- …a Merrill Contact Center . Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, ... Life Services Financial Services Representative Hunt Valley, Maryland;Jacksonville, Florida; Lincoln, Rhode Island;...Providing a world class client experience through point of call account servicing and resolution * Working in a… more
- Bank of America (Jacksonville, FL)
- …Client Services Representative , you will work in an inbound contact center providing exceptional service to our Merrill Wealth Management clients regarding their ... Wealth Management Client Servicing Representative Chandler, Arizona;Tampa, Florida; Jacksonville, Florida; Scranton, Pennsylvania **Job Description:** At Bank of… more
- HUB International (Irving, TX)
- …the resources and structure of HUB International (currently the 5th largest insurance brokerage in the world), while maintaining a tight-knit and fun local office ... culture. **Summary** : The Customer Service Representative is responsible for accurately handling business calls inbound/outbound and related mortgage insurance… more
- Anywhere Real Estate (Asheville, NC)
- …background includes:** + 1 to 3 years of sales experience (preferable from a call center environment) + Personal Lines Insurance license or the Property and ... 16234BR **Account Executive Representative - Remote** Asheville North Carolina **Job Description** Anywhere Insurance Agency Inc. is looking for an Insurance Account… more
- HSBC (Bellevue, WA)
- …investors, our communities and the planet we all share. Drive Wealth Center business performance through acquisition, coaching, business development and retention of ... for overall sales culture, operational, and servicing activities of the wealth center in conjunction with Wealth Center personnel. Contributes to overall… more
- Transdev (Brisbane, CA)
- …responsibility for Transdev's San Francisco paratransit operations location, including the call center , bus operations depot, and maintenance facility, along ... San Francisco Municipal Transportation Agency (SFMTA) that includes paratransit brokerage and transportation responsibilities, including program administration. Some relocation… more
- Guardian Life (Bethlehem, PA)
- …via inbound calls to our Service Desk Team. Inquiries range in complexity but center around the servicing and care of brokerage and advisory accounts. Candidates ... stocks and bonds, qualified and non-qualified plans, as well as brokerage and advisory platform/tools/system navigation and troubleshooting. + Provide your expertise… more
- Access Dubuque (Dubuque, IA)
- …Kunkel & Associates, Inc. Account Executive (Sales) Kunkel & Associates, Inc. Patient Service Representative - Call Center Grand River Medical Group Patient ... **About the Company** **Kunkel & Associates** is a commercial insurance brokerage and consulting firm committed to providing quality service through unparalleled… more
- Charles Schwab (Omaha, NE)
- …transform the finance industry together. The Customer Verification and Research Center (CVRC) within Operational Services is responsible for performing and executing ... provide service to both retail investors and independent advisors. As a CVRC Representative you will promote client loyalty by providing the highest quality support… more