- NEW TEAM HIRING! (Columbus, OH)
- …Good with people? DESCRIPTION: We are looking for a passionate Competitive Customer Service Representative who will partner with and ensure the long-term success ... Level to Senior Management Manage the implementation and delivery of a key client 's activity, maximizing performance, return on investment , and identifying the… more
- Pride Global (Columbus, OH)
- …to hire a Technical Support Representative based in Columbus, OH for our client who is a leading global financial services firm providing a wide range ... of investment banking, securities, investment management and wealth management services . Job title: The Service Desk Analyst Location: Columbus, OH… more
- Fidelity TalentSource LLC (Madison, WI)
- Job Description: Investment Solutions Representative To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius ... Mequon and Milwaukee We have an exciting opportunity for a remote, licensed Investment Solutions Representative in the Greater Milwaukee, WI Metro area! While… more
- Fidelity TalentSource LLC (Westlake, TX)
- …out when we have viable a position open.The Role The Client Service Representative (CSR) supports Registered Investment Advisors (RIAs) that custody ... based on a service tier, which consists of dedicated lines of businesses and client service managers. You will work on all service and operational… more
- Nesco Resource (New Haven, CT)
- …on behalf of our proprietary suite of mutual fund investment productsSupport additional distribution channels (omnibus, broker-dealer, third-party) as demand ... campaignsCoordinates with internal parties and external vendors to establish and service accounts on an ongoing basis. Core Responsibilities: Learn and understand… more
- Fidelity TalentSource LLC (Boston, MA)
- …investors.Another important role is to act as liaison between Strategic Advisers investment professionals and key product, sales and service , communications, ... investment team to communicate the investment process, investment philosophy, portfolio construction, positioning, messaging, and representative training,… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- Job Description:The RoleAre you waiting for your opportunity in the investment services industry? Are you curious about sophisticated topics such as mutual ... dots for business partners and customers. Your reward: To excel at providing award-winning service and problem solving every day. In the role you will hone your… more
- IMMEDIATE HIRE! (Glendale, CA)
- DSO Management Group is hiring into our Customer Service & Sales Representative positions. Candidates must possess integrity, character, and exemplary ambition ... for success. The Customer Service and Sales Representative role are considered...Management Manage the implementation and delivery of a key client 's activity, maximizing performance, and return on investment… more
- Lendmark Financial Services, LLC (Oak Creek, WI)
- …credit extension, Collection basics and account servicing, Bankruptcy basics, Providing client service , Internal and external business development including ... At Lendmark Financial Services , we believe the success of our company...of the branch's consumer loan portfolio to protect Lendmark investment against potential losses, meet all state licensing requirements… more
- Local Hiring Firm (Pasadena, CA)
- …Customer Service , Marketing, Sales, and Brand Awareness. Our Direct Customer Service Representative opportunity is perfect for someone entry-level who wants ... a business successful in providing a massive return on investment for its clients! As part of our expanding...As part of our expanding entry level Direct Customer Service Representative team, you will support our… more
- Fidelity TalentSource LLC (St. Louis, MO)
- …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
- Fidelity TalentSource LLC (Merrimack, NH)
- …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
- SAN DIEGO LOCAL FIRM (San Diego, CA)
- …looking for a creative, innovative, and solution-oriented individual to join our Customer Service and Sales Department. We are one of the fastest-growing and leading ... a business successful in providing a massive return on investment for its clients! As part of our expanding...awareness and consumer loyalty. By bringing to life the client and the brand's vision through live and creative… more
- Everence (Mount Joy, PA)
- POSITION SUMMARYProvide service , basic planning, and product sales for an assigned group of clients in the Central Penn core market. Actively search for ... a specific product. Emphasis will be placed on insurance products and investment and charitable options offered through Everence Asset Management.If desired, and… more
- Boston Marketing Firm (Boston, MA)
- …marketing and sales strategies, and see it through to delivery and return on investment with our clients. It is vital that our next Entry Level Management Trainee ... products to customers to fit their needs Fundamental understanding of all products/ services offered by our renowned clientele Represent our clients in a professional… more
- PrideNow (Alpharetta, GA)
- …to hire a Technical Support Representative based in, Alpharetta, GA for our client who is a leading global financial services firm providing a wide range ... of investment banking, securities, investment management and wealth management services . Job...banking, securities, investment management and wealth management services . Job title: Technical Support Representative Location:… more
- Fidelity TalentSource LLC (Las Vegas, NV)
- …who have assets of $250,000 to $1 million,\u00A0and therefore have complex service and investment needs. In this role, you will help ... broad-based knowledge and understanding of general financial planning conceptsProven customer service , client support and problem resolution skillsAbility to… more
- Fidelity TalentSource LLC (Tampa, FL)
- …clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase ... broad-based knowledge and understanding of general financial planning conceptsProven customer service , client support and problem resolution skillsAbility to… more
- Bering Straits Native Corporation (Anchorage, AK)
- …with other team members, particularly as it relates to interest rates, client service analysis fees, etc.Processes, solves, and answers complex treasury ... metrics; maintains day-to-day communications with the company's banking and investment relationships; develops financial strategies related to treasury activities… more
- Health Services Advisory Group (Atlanta, GA)
- …Quality of Care: Assessing patient outcomes, safety, and satisfaction.Access to Services : Analyzing changes in utilization and access barriers.Timeliness of Care: ... and appointment scheduling.Cost-Effectiveness: Estimating cost savings and return on investment .The Associate Director, Program Evaluations will lead work that… more
