- Vanguard (Scottsdale, AZ)
- Client Service Excellence Representative Work Model: This role will be remote once you complete our required hybrid licensing and training program. Location: ... our investors, join our team of "crew" as a Client Service Excellence Representative . Why...to support you in furthering your education + Industry-leading retirement savings - up to 4% matched contribution and… more
- Bank of America (Chandler, AZ)
- Financial Service Representative - Retirement and Benefits Investment Specialist Bilingual Spanish Chandler, Arizona;Tampa, Florida **Job Description:** At ... contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client … more
- Bank of America (Chandler, AZ)
- …include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing ... buying a home, building a family, or planning for retirement . If you are interested in growing a long-term...for providing phone-based services to relationship jobs where the representative is expected to take several inbound service… more
- Bankers Life (Mesa, AZ)
- …you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your ... Entry Level Financial Representative - Insurance Sales Location: Mesa, AZ, United...& Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional… more
- Randstad US (Scottsdale, AZ)
- financial services representative . + scottsdale , arizona + posted april 16, 2024 **job details** summary + $20 - $23 per hour + temp to perm + high school + ... Overview: Join our dynamic team as a Financial Services Representative , where you will be at the forefront of...you will be at the forefront of providing outstanding service to our valued clients. In this role, you… more
- Ferguson Enterprises, LLC. (Chandler, AZ)
- …but are not limited to the following:** + **This position supports the showroom client services phone team for the residential builder customer group** + Assists in ... effectively + Works together with Sales associates to provide outstanding customer service for both existing and prospective customers **What you need to succeed?**… more
- Bankers Life (Mesa, AZ)
- …you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your ... - Hybrid Experience Location: Mesa, AZ, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life(R), one of the most… more
- US Bank (Scottsdale, AZ)
- …One. **Job Description** Private Wealth Management (PWM) Universal Assistant is a service and support representative functioning as the primary, daily contact ... delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution, escalating items beyond… more
- Compass Group, North America (Gilbert, AZ)
- …Arizona, Kansas, Colorado, Nevada, California, Indiana, Tennessee position. + Food Service Contracter experience, preferred + Senior Living, Healthcare or Higher ... Education Food Service , helpful but not required + 75% -80% Travel...transparency, education, safety, accountability, and alignment + Serves as representative /brand ambassador of the Five Star Culinary powered by… more
- Truist (Mesa, AZ)
- …coverage needed), and deferred compensation (ie, using life insurance as a retirement supplement and asset leveraging concepts) to financial advisor. 8. Communicate ... the phone in a professional and effective manner to the Advisor and the client . 9. Coordinate and present at training sessions and key meetings. 10. Coordinate… more