- ADP (Florham Park, NJ)
- …The Retirement Services Representative is a licensed Retirement professional responsible for providing exceptional service to the employees of ADP ... ** Retirement Services Representative (401k)** **Position... Retirement Service 's clients. They are the primary point of contact for… more
- US Bank (Las Vegas, NV)
- …customers, our communities, and each other. **Job Description** The Merchant Payment Services Sales Rep Associate is an individual contributor sales position. ... matter what they need. From transaction processing to customer service , to driving innovation and launching new products, we're...less than $2.5M in revenues. A successful Merchant Payment Services Market Manager will work to develop a pipeline… more
- US Bank (Indianapolis, IN)
- …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 ... referring sales opportunities. This role is responsible for winning new merchant services business through partnership with BMO Bank and expanding / managing… more
- US Bank (Denver, CO)
- …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 ... continue to meet the challenge of being a leading service provider in the banking industry. * We do...opportunities based on knowledge of clients, markets, products, and services . Makes sales presentations to existing and prospective clients… more
- US Bank (Little Rock, AR)
- …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 ... three years of relevant experience Preferred Skills/Experience - Strong customer service and problem-solving skills - Thorough knowledge of operational functions,… more
- ADP (Florham Park, NJ)
- …adhering to internal SLAs for response times. + Performs duties of inbound Client Service Representative or Sales Support Specialist during peak periods. + Helps ... **QUALIFICATIONS REQUIRED:** + 1 year experience in a client service call center environment required. + FINRA ...Experience working with Sales teams + ADP payroll and retirement plan experience is a plus + Demonstrates strong… more
- ADP (Florham Park, NJ)
- ADP is hiring **Inside Sales Representatives for Retirement Services .** + **_Are you ready to control your financial future -- and achieve that perfect work-life ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions over the phone...experience or internships in Retail, Marketing, Business Development, Food Service , Insurance Sales, or another relevant industry, OR +… more
- Lincoln Financial (Hartford, CT)
- …opportunity. **Requisition #:** 73936 **The Role at a Glance** As the Financial Services Wholesaling Representative for the Life Insurance team, you will build ... financial security, with products including annuities, life insurance, group protection, and retirement plan services . With our 120-year track record of… more
- Vanguard (Scottsdale, AZ)
- …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
- HUB International (Blue Bell, PA)
- …part due to our industry leading success in mergers and acquisitions. As a Plan Service Representative , you will be responsible for managing a block of existing ... business while applying exceptional service standards resulting in strong retention. This position will... plans. **Responsibilities:** + Provide consulting and investment advisory services for a specified block of company-sponsored retirement… more
- DXC Technology (Oklahoma City, OK)
- …Customer Service Representatives for the Annuities team at DXC! As a Customer Service Representative , you will handle customer service inquiries via the ... The world's largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance,… more
- US Bank (Glendale, CA)
- …to the US Bancorp Advisors (USBA) call center manager, this position provides customer service to all USBA clients. In addition to being engaged in a fast paced, ... USBA Home Office departments and the NFS Middle Office in providing ongoing service and support. _The role offers a hybrid/flexible schedule, which means there's an… more
- Charles Schwab (Westlake, TX)
- …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 ... clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate...of your own professional journey by attending the Schwab Service Academy (SSA), which provides you with the paid… more
- US Bank (Minneapolis, MN)
- …maintaining an accurate accounting of assigned portfolio specifics + Maintains high service satisfaction by following up on client inquiries, providing training, and ... internal teams and individuals to ensure high levels of service delivery + Extremely high client facing position where...relevant operational processes and procedures and company products and services + Proficient in and able to navigate all… more
- US Bank (Cincinnati, OH)
- …equivalent work experience + Three to five years of experience in financial services industry **Duties and Responsibilities Include:** + Service customers phone ... and US Bank. Explains US Bank programs, products and services to customers. Acts on behalf of the customer...other US Bank departments to ensure high levels of service delivery for customers. Utilize numerous systems to access… more
- ADP (Tucson, AZ)
- …and 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 ... 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
- ADP (Elk Grove Village, IL)
- ADP is hiring a **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...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
- ADP (Atlanta, GA)
- 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...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
- Foresters Financial Services (Dublin, OH)
- …Description What we need: This role supports the Registered Financial Services Sales Representative 's business with day-to-day administrative assistance while ... enhancing the service experience of clients*. *This role requires ...of support is dictated by whether the incumbent is FINRA licensed. + As directed by the representative… more
- Principal Financial Group (Woodcliff Lake, NJ)
- …years of experience. + 2+ years of experience or more in the financial services industry with experience in personal markets, retirement planning, and educating ... is preferred: + Successful Registration as an Investment Company Products/Variable contracts Limited Representative ( FINRA Series 6 or equivalent and FINRA … more