- Charles Schwab (Westlake, TX)
- …Choice Investment Services (PCIS) Participant Services works directly with Self-Directed Brokerage Accounts for retirement plans and health savings accounts. These ... within an employer-sponsored retirement plan (401K, 403B, etc). The Participant Group Specialist will directly interact with a variety of clients including plan… more
- Bank of America (Chandler, AZ)
- Sr Registered Phone Rep - Retirement and Benefits Investment Specialist Chandler, Arizona;Tampa, Florida **Job Description:** At Bank of America, we are guided by ... Plans, Defined Benefit Plans, Merrill Lynch Advice Access, and Self Directed Brokerage . As a Senior Registered Merrill Retirement & Benefits Investment Specialist… more
- GROWMARK, Inc. (Bloomington, IL)
- …* _ESSENTIAL JOB FUNCTIONS_* Serves as GROWMARK's primary dispatch customer service representative for assigned member cooperatives including responsibility for ... in a manner that meets customer requirements while minimizing overall GROWMARK costs. Provides service solutions to all customers both internal and external.… 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 ... to our industry leading success in mergers and acquisitions. **Interagency Billing Specialist - Hub International** Reporting to the Manager - Shared Services,… more
- Guardian Life (Bethlehem, PA)
- …opportunity to advance professionally? Then join Guardian Life! Our Customer Service Specialists are responsible for providing support to financial professionals and ... Clients via inbound calls to our Service Desk Team. Inquiries range in complexity but center...complexity but center around the servicing and care of brokerage and advisory accounts. Candidates must possess exceptional customer… more
- HUB International (Wilmington, MA)
- …under distinct brands (portfolio companies). **Job Summary:** We are looking for a Service Team Representative to join our firm within our SHEL program ... **About ESP:** ESP Insurance Brokerage dba ESP Specialty (www.espspecialty.com) is the premier entertainment, sports, and promotion insurance specialist . ESP… more
- Bank of America (Lincoln, RI)
- …job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... Life Services Financial Services Representative Hunt Valley, Maryland;Jacksonville, Florida; Lincoln, Rhode Island;...specialist and sales teams * Focuses daily on service to sales with existing Merrill clients * Provides… more
- Guardian Life (Pittsfield, MA)
- …and staff members to help drive sales and service clients + Service Park Avenue Securities accounts including brokerage and advisory + Participate in ... our Client Outreach team. As a Senior Client Outreach Specialist , you will partner with Guardian General Agencies to...Lead Generation efforts + Handle inbound service calls **You have** + 5+ years life insurance… more
- Aston Carter (Coraopolis, PA)
- …a highly organized and detail-oriented individual to join our growing team as a Billing Specialist to focus on Asset Billing vs Brokerage 3rd party billing. . In ... ASTON CARTER IS NOW HIRING FOR AN ACCOUNTS RECEIVABLE REPRESENTATIVE IN THE CORAOPOLIS, PA AREA *This position has...Staffing(R) double diamond winner for both client and talent service . Diversity, Equity & Inclusion At Aston Carter, diversity… more
- Beemac Logistics (Beaver, PA)
- … Representative : + You will act as a business owner, entrepreneur and customer service specialist determined to build your own book of business by being the ... experience will be considered. + Previous sales or customer service experience preferred. + Must possess the qualities of...by Freight Waves 2023. + Ranked 60th Top Freight Brokerage Firms in the US by Transport Topics 2023.… more
- Access Dubuque (Dubuque, IA)
- …Jobs** TPA Insurance Sales Executive (Fully Remote) Cottingham & Butler/ SISCO Client Service Representative (CSR) Kunkel & Associates, Inc. Account Manager - ... Kunkel & Associates, Inc. 2024 Summer Sales Internship Cottingham & Butler/ SISCO Patient Service Representative - Call Center Grand River Medical Group Patient … more
- Anywhere Real Estate (Burley, ID)
- …for customers that utilize TitleOne's Long Term Escrow services. The Long Term Escrow Specialist is a critical player that works with other team members to build a ... support line that ensures customer service and satisfactions for TitleOne. **Essential Duties and Responsibilities** include the following. Other duties may be… more