- Everence (Souderton, PA)
- …clerical and administrative support for consultants. Delivers excellent customer service to current policyholders, members, prospects, and staff. Everence Souderton ... is a faith-based financial services firm that puts the needs of its clients...planning expertise.RESPONSIBILITIES AND DUTIESBecome proficient in using the Everence client database system (CRM) to effectively manage ongoing … more
- Beacon Hill (Boston, MA)
- Our client , an investment firm in Boston, MA, is seeking a Client Services Representative to join their team. This is a temp-to-perm opportunity and ... additional duties as requested.Interacts with other departments within the Service Center to resolve problems and answer questions.Qualifications:Associate's degree… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …and building client loyalty? Are you considered a \u201Cgo-to person\u201D?\u00A0 If so, Client Service and Support may be the right for you. We are looking ... for a Brokerage Client Experience Operations Representative whose responsibilities include:Supporting...negotiation skillsCreative/open-mindedBroad systems knowledge (mainframe & web-based) The TeamThe Client Service and Support team is a… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …and building client loyalty? Are you considered a \u201Cgo-to person\u201D?\u00A0 If so, Client Service and Support may be right for you. The Team The ... Client Service and Support team is a...service experience preferred2+ years brokerage operations or financial services experience preferred The Skills You BringAbility to work… more
- Fidelity TalentSource LLC (Westlake, TX)
- …counter, listed equities, options, bonds, and mutual fund transactions daily. The Alternative Investment Service Associate is a critical member of the OSG ... Job Description:Manager Information Session: Senior Representative , Alternative Investments Manager Info Session - Zoom...Investments Manager Info Session - Zoom The RoleOperations & Services Group (OSG) provides superior customer service … more
- Fidelity TalentSource LLC (Merrimack, NH)
- …in a number of territories working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! ... a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides… more
- Fidelity TalentSource LLC (Westlake, TX)
- …assets, and account features. The Role The focus of the Brokerage Operations Representative is to provide outstanding customer service to Fidelity shareholders ... Brokerage Operations Representative Fidelity TalentSource is your destination for discovering...brokerage accounts and all related features. Responsibilities include processing client 's requests received through various channels. You will not… more
- Fidelity TalentSource LLC (Orland Park, IL)
- …long-lasting positive relationships with Fidelity. The Expertise We re Looking ForCustomer service , phone, or financial services experience will prepare you for ... Job Description:Financial Representative We believe that as a Financial ...and passion to engage with clientsAn aptitude to assess client needs and identify opportunitiesRemarkable attention to detail and… more
- PrideStaff (Addison, TX)
- Bilingual Customer Service Representative in Addison Are you looking for a fun work environment? Are you looking for a fast-growing company where you can truly ... your professional home for years to come? Our Addison client is looking for an energetic and professional Bilingual...is looking for an energetic and professional Bilingual Customer Service Representative to join their team!! We… more
- Fidelity TalentSource LLC (Lincoln, NE)
- …to arrive at the right solution for the client \u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Demonstrating excellent customer service skills with ... working from home? If so, consider joining our customer service team. We re hiring great people with a...employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own… more
- Fidelity TalentSource LLC (Portland, OR)
- …who have assets of $250,000 to $1 million,\u00A0and therefore have complex service and investment needs. In this role, you will help ... Job Description:High Net Worth Representative To be eligible for consideration of this...knowledge and understanding of general financial planning conceptsProven customer service , client support and problem resolution skillsAbility… more
- Fidelity TalentSource LLC (Westlake, TX)
- …growing organization where people make the difference? Do you thrive on providing exceptional client service ? Join us as a Transaction Service ... transactions for our Custody clients. The Role The Transaction Service Representative (TSR) will work within a...Movement, TOA, and New Account/Maintenance associates, as well as Client Service Representatives (CSR) and Client… more
- Fidelity TalentSource LLC (Westlake, TX)
- …located across the United States who own the contractual framework for client trust and recordkeeping service agreements with large/select plan sponsors. ... while managing a team of professionals that negotiate diverse types of service and transactional documents with our employee benefit prospects and clients. You… more
- Fidelity TalentSource LLC (Westlake, TX)
- …collaborative, cross-functional team committed to improving the value of our client experience within Fidelity's Institutional Client Experience Division (FI ... CED). We are looking for a Representative who will be responsible for the accurate and...timely processing of transaction requests for Fidelity's National Financial Services (NFS) middle office outsource customers. Transactions include new… more
- Fidelity TalentSource LLC (Boston, MA)
- …charge over the legal, risk and business contractual framework for trust and other service agreements with our Workplace Investing clients. We are part of the larger ... Workplace Investing Organization. We are client -facing associates who partner closely with the business and...negotiation and draftingKnowledge of retirement and health plan products, services and the laws and regulations that apply to… more
- Fidelity TalentSource LLC (Covington, KY)
- …with customers and the team through effective communicationExperience in customer service , call center, or financial services preferredA strong interest ... our customers by taking inbound calls. Are you interested in Financial Services ? This might be the right opportunity for you\u2026..This first-of-its-kind experience… more
- Kestra Financial (Deerfield, IL)
- …estate planning. Being a "full service " firm allows for us to better service our client needs from personal investing and retirement planning to life ... needed and direct/take messages appropriately and according to firm guidelines. + Manage client needs regarding processing, service , and problem resolution in a… more
- Bank of America (Lincoln, RI)
- Investment Cashiering Representative Chandler, Arizona;Lincoln, Rhode Island **Job Description:** At Bank of America, we are guided by a common purpose to help ... and teamwork skills * Deliver high quality partner support stressing partner/ client needs, problem resolution, and service /product knowledge * Demonstrate… more
- Owens Realty Services (Orlando, FL)
- …Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment , management, maintenance, housekeeping and environmental ... Acquisitions Analyst ( Investment and Acquisitions) Orlando, FL, United States of...to work. We have a reputation for outstanding customer service , professionalism, teamwork, and exceeding client expectations.… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and...+ 2-5 years of experience in Client Service and/or Sales within financial services (banking,… more
