- ADP (El Paso, TX)
- …Summary:** The Retirement Services Representative is a licensed Retirement professional responsible for providing exceptional service to the employees of ... ADP Retirement Service 's clients. They are the primary point of contact...and also assist employees with individual account transactions. The Retirement Services Representative must be capable of… more
- Vanguard (Scottsdale, AZ)
- …we're taking a stand for investors. That starts with you. As a Bilingual Retirement Plan Services Representative , you'll be our voice and our clients' advocate, ... futures. In this role, you will provide high quality service across Institutional Participant Services by supporting external employers...you with the tools to take the SIE and FINRA Series 6 and 63 + A $1,500 taxable… more
- Vanguard (Charlotte, NC)
- …and share insights with Relationship Managers. + Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions. + ... + Document client and team feedback to support continuous service improvement with the business. + Build expertise in...combination of training and experience. + Active SIE and FINRA Series 7 license, and either the Series 66… more
- Vanguard (Dallas, TX)
- …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 (Marshall, MN)
- …with strong verbal and written communication. The **Part Time** Collections Customer Service representative role offers the opportunity to utilize multiple skill ... you excel at-all from Day One. **Job Description** Customer Service is a high energy environment which requires a...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five… 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
- US Bank (St. Paul, MN)
- …from Day One. **Job Description** Come join our Equipment Finance Collections Customer Service team in Marshall, MN and West Side Flats, MN. This collections ... customer service position will support Equipment Finance customers by providing...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five… 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 (Hopkins, MN)
- …you excel at-all from Day One. **Job Description** The Collateral-Based Credit Representative (CBCR) plays a vital role in supporting Mortgage Warehouse customers by ... This position requires strong attention to detail, excellent customer service skills, and the ability to work in a...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five… more
- Edward Jones (St. Louis, MO)
- …What Characteristics would make you a successful Tailored Licensed Support Financial Representative : + Build meaningful relationships with the branch team and their ... no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and...Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding… 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
- ADP (Coraopolis, PA)
- …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 (Indianapolis, IN)
- …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
- Charles Schwab (Omaha, NE)
- …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 (St. Louis, MO)
- …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 (Minneapolis, MN)
- …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...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
- Principal Financial Group (Miami, FL)
- …is preferred: + Successful Registration as an Investment Company Products/Variable contracts Limited Representative ( FINRA Series 6 or equivalent and FINRA ... Advice Team has an exciting opportunity for you! We're looking for a Sr ** Retirement Education Specialist (Bilingual in Spanish)** to join our Miami, FL team. In… more
- ADP (Denver, CO)
- 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 help from...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