- Principal Financial Group (Des Moines, IA)
- …join our Mutual Funds team! In this role, you'll serve as our primary customer service contact, providing a high level of value and service while developing ... years! **Who You Are** + 3+ years of customer service experience or equivalent demonstrated through one or a...the following: work experience, training, military experience, education. + FINRA licensing required - licensed required within 6 months… more
- ADP (La Palma, CA)
- ADP is hiring a **Hunter** **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
- Vanguard (Malvern, PA)
- …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
- US Bank (Atlanta, GA)
- …our communities, and each other. **Job Description** Elavon is looking for an Account Service Representative to join our rapidly growing digital sales team! The ... financial goals-no matter what they need. From transaction processing to customer service , to driving innovation and launching new products, we're building a range… more
- Bank of America (Fort Worth, TX)
- Sr. Financial Service Representative Pennington, New Jersey;Chandler, Arizona; Jacksonville, Florida; Fort Worth, Texas **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pennington/Sr-Financial- Service - Representative \_25043703) **Job Description:** Merrill Wealth Management is… more
- Bank of America (Tampa, FL)
- Account Management Ops Representative Tampa, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Tampa/Account-Management-Ops- Representative \_25042763-2) **Job Description:** At Bank of America, we are… more
- US Bank (Atlanta, GA)
- …financial goals-no matter what they need. From transaction processing to customer service , to driving innovation and launching new products, we're building a range ... rapidly growing sales team! As an Elavon Digital Sales Representative , you will become payments advocate for small businesses...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five… more
- US Bank (New York, NY)
- …to loan/lease documentation and credit analysis - Proven customer service /relations skills - Demonstrated decision-making and problem-solving skills - Excellent ... to build a trusted partnership -Experience with both Dealership and Bank Representative Sales -Strong organizational skills to manage a territory - Located in… more
- DXC Technology (Austin, TX)
- …service skills. Required Qualifications + High School diploma + 1-2 years customer service experience + Must obtain FINRA (formerly NASD) Series 6 license ... DXC! As a Sr. CSR, you will handle customer service inquiries via the telephone and/or email and resolves...insurance coverage; employee wellness; life and disability insurance; a retirement savings plan, paid holidays, paid time off. At… 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 (Phoenix, AZ)
- …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 (St. Louis, MO)
- …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 (St. Paul, MN)
- …Effective verbal, written, and interpersonal communication skills - Proven customer service and problem resolution skills - Proficient computer skills, especially ... Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five...positions may also be subject to the requirements of FINRA , NMLS registration, Reg Z, Reg G, OFAC, the… more
- ADP (Cleveland, OH)
- ADP is hiring a Sales Representative for Retirement Services in our Major Accounts division. + Are you ready to control your financial future with unlimited ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions at accounts with greater than...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
- Foresters Financial Services (Silver Spring, MD)
- … Representative 's business with day-to-day administrative assistance while enhancing the service experience of clients*. *This role requires FINRA licensing ... of support is dictated by whether the incumbent is FINRA licensed. + As directed by the representative...services including Mutual Funds, Annuities and Life Insurance, + Retirement products including IRAs and 403(b)s + College funding… more
- US Bank (Charlotte, NC)
- …the Client Relationship Consultant duties, Premier Client Relationship Consultants hold FINRA registrations in order to refer clients to registered representatives ... Relationship Consultant. Premier Client Relationship Consultants must actively maintain FINRA registrations to meet defined referral client and wealth management… more
- Atria Wealth Solutions (Marion, IN)
- …in the Marion, IN area. Are you interested in helping people accomplish their retirement goals and making a positive impact? Do you enjoy educating others? The ... on products and services to members and non-members regarding planning for retirement and investment services. Services include an analysis of current financial… more
- US Bank (Omaha, NE)
- …to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging ... and self- service digital products and services to assist with meeting...Client Relationship Consultant duties, Premier Client Relationship Consultants hold FINRA registrations in order to refer clients to registered… more
- Atria Wealth Solutions (Corning, NY)
- …(CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, NY, and the ... as their immediate family members. This role requires a FINRA series 7 licensed candidate who possesses the drive...drive and passion to deliver the highest level of service to credit union members and clientele to help… more
