- ADP (Dallas, TX)
- …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 (Gresham, OR)
- …from Day One. **Job Description** Come join our Equipment Finance Collections customer service team. We're seeking individuals who resides in the Marshall and St. ... Paul, MN, or Gresham, OR. This collections customer service position will support Equipment Finance customers. You should...the features and benefit of US Bank products and services . + Ability to maintain a positive attitude during… more
- US Bank (Albuquerque, NM)
- …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 ... business opportunities based on knowledge of clients, markets, products, and services . Makes sales presentations to existing and prospective clients informing them… more
- DXC Technology (Austin, TX)
- **Job Description:** **Principal Responsibilities:** + Provide service to Annuity or Life customers who possess a policy by responding to requests via telephone ... regarding insurance and other financial service products and benefit plans + Research and respond...degree (diploma needs to be provided) + An active FINRA Series 6 license is required for this position.… more
- Lincoln Financial (Greensboro, NC)
- …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)
- …maintain their own unique, regional culture. We currently have an opportunity for a **Plan Service Representative ** . As a Plan Service Representative , ... retirement plans. **Responsibilities:** + Provide consulting and investment advisory services for a specified block of company-sponsored retirement plans +… more
- Bank of America (Jacksonville, FL)
- Sr. Financial Service Representative Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Sr-Financial- Service - Representative \_25030796) **Job Description:** Merrill Wealth Management is… more
- Charles Schwab (Lone Tree, CO)
- …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
- TEKsystems (Salt Lake City, UT)
- Job Title: Escalation Representative 2 Schedule: + Monday to Friday, 7:30 AM - 4:00 PM CT (occasional extension to 5:00 PM for phone coverage) + Training: Full-time ... customer data. + Perform minor data analysis. + Deliver white-glove customer service with professionalism and empathy. + Support regulatory reporting and complaint… more
- US Bank (St. Paul, MN)
- …One. **Job Description** US Bank is hiring a **BL Regulatory Review Representative ** to support our _Fiduciary Review Group (FRG) Administrative Review Team_ within ... tools including SEI, Nexus, Advantage Fee, and SEI Compliance Services - Advanced knowledge of government and regulatory laws...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five… more
- ADP (Florham Park, NJ)
- …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
- US Bank (Los Angeles, CA)
- …to customer accounts as directed by documentation received from bankers and service areas. Account maintenance work includes service price changes, customer ... generated by the analysis and billing process. Verifies proper implementation of new services for new or existing customers. Provides call center support for bankers… 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
- ADP (Rancho Cucamonga, CA)
- 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 (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...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
- Foresters Financial Services (Westbury, NY)
- …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 (Des Moines, IA)
- …with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + Plan level health reviews. ... licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative ( FINRA Series 6 or equivalent and FINRA … more
- City National Bank (New York, NY)
- …for clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support. WHAT WILL ... income, and mutual fund orders into the National Financial Services (NFSC) system in accordance with applicable FINRA...use of effective sales and communication skills. * Registered Representative with a FINRA Series 4, 53,… more
- Atria Wealth Solutions (Marion, IN)
- …on products and services to members and non-members regarding planning for retirement and investment services . Services include an analysis of current ... the development of a marketing plan for products and services offered through Credit Union Service Organization...by Via Credit Union and registered through CUSO Financial Services , LP (CFS). Member FINRA /SIPC. CFS is… more