- ADP (Louisville, KY)
- …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
- ADP (Louisville, KY)
- … Services Representative is a licensed Retirement Services 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… more
- ADP (Salem, NH)
- …the delivery of optimal service , client satisfaction and client retention. The ** Retirement Services Representative ** is a licensed Retirement ... roles:** **Client Service Support (Non-licensed role)($2,000 SIGN ON BONUS)** **and** ** Retirement Services Licensed Representative ( FINRA LICENSE… more
- Bank of America (Chandler, AZ)
- Sr. Registered Phone Rep - Retirement and Benefits Chandler, Arizona;Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common ... a client focused environment, call center or a financial/banking center + Customer service experience + Understands Retirement plans and products + Knowledge of… more
- US Bank (Cincinnati, OH)
- …you excel at-all from Day One. **Job Description** The BL Regulatory Review Rep role arises from the need to integrate regulatory-related research and processes ... around new controls, ensuring compliance and mitigating regulatory risks. The representative collaborates with the team to identify any regulatory or Currency… more
- US Bank (Oshkosh, WI)
- …cash, needing to know how much cash on site/on hand** **What are the services days for who we support, shipment delays, and research delays.** **They'll also be ... maintaining an accurate accounting of assigned portfolio specifics. Maintains high service satisfaction by following up on client inquiries, providing training, and… more
- US Bank (Tallahassee, FL)
- …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 ... maintaining an accurate accounting of assigned portfolio specifics. Maintains high service satisfaction by following up on client inquiries, providing training, and… more
- US Bank (Oshkosh, WI)
- …long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on ... verification system operated by the US Citizenship and Immigration Services . Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .… more
- US Bank (Cincinnati, OH)
- …long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on ... verification system operated by the US Citizenship and Immigration Services . Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .… 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 Group (Radnor, PA)
- …opportunity. **Requisition #:** 73197 **The Role at a Glance** As the Financial Services Sales Representative , you will build and maintain business relationships ... _Must-haves:_ + Exceptional communication and relationship management skills + FINRA SIE License - must obtain within 120 Days...core businesses - annuities, life insurance, group protection and retirement plan services . As of December 31,… more
- US Bank (Earth City, MO)
- …you excel at-all from Day One. **Job Description** We're seeking an Account Services Representative whose knowledge with bookkeeping process to join our Gresham, ... an accurate accounting of assigned portfolio specifics. + Maintains high service satisfaction by following up on client inquiries, providing training, and… more
- HUB International (Blue Bell, PA)
- As a Plan Service Representative , you will be responsible for managing a block of existing business while applying exceptional service standards resulting in ... plans. **Responsibilities:** + Provide consulting and investment advisory services for a specified block of company-sponsored retirement...the equivalent combination of education and experience. + Requires FINRA Series 6, 63, and 65 (or 7 and… more
- US Bank (Tempe, AZ)
- …and resolve exceptions and to interpret data - Proven customer service /relations skills - Effective interpersonal, verbal and written communication skills -One ... experience -Auto and Recreational Finance Experience - Outstanding customer service skills with the ability to ho above and...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five… more
- Charles Schwab (Austin, 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 ... 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
- Zions Bancorporation (Salt Lake City, UT)
- Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in ... bring the opportunity. We are currently seeking a Wealth Representative to join our team. This position will be...in our downtown Salt Lake City, Utah location. + Services and maintains an existing book of business for… more
- US Bank (Tallahassee, FL)
- …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 ... and increased profitability from existing accounts by selling Merchant Services (Visa/MC/Discover/American Express processing) to Small/Medium Size businesses. +… 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 ... position that aligns with their experience._** Sells products and services to existing and prospective customers in a centralized...and procedures + Proven commitment to high quality customer service + Strong time management skills to maximize the… more
- US Bank (Marshall, MN)
- …expands the relationship with customers by providing overall customer support services . - Works proactively to identify potential problems, compliance issues, and ... satisfaction and encourage expansion of the relationship. - Identifies products and services that meet customer's needs. - Develops working knowledge of assigned… more
- US Bank (Charlotte, NC)
- …Skills/Experience:** + Intermediate knowledge of applicable laws, regulations, financial services , and regulatory trends that impact their assigned line of ... business + Intermediate understanding of the business line's operations, products/ services , systems, and associated risks/controls + Thorough knowledge of… more