- Vanguard (Scottsdale, AZ)
- …give them the best chance for investment success." As an Advice Support Representative , you will partner closely with advisors to efficiently serve our advised ... through the phone channel , while build ing your financial acumen. How you'll make a difference: + Answer...a difference: + Answer inbound calls to meet the service and trading needs of both Vanguard advisors and… 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...hybrid licensing program, focused on supporting individuals without a financial background to pass their SIE and… more
- UMB Bank (Phoenix, AZ)
- As part of Institutional Banking, the Investor Services team provides telephone support to mutual fund shareholders, prospective shareholders and the public. These ... with the goal of placing trades. As an Investor Services Rep, you will support shareholders by resolving their...very fast-paced during tax season. The Securities Industry Essentials ( SIE ) licensure is required within 6 months and you… more
- Vanguard (Scottsdale, AZ)
- …business. + Develop and maintain proficient knowledge of Vanguard funds, products, and services . Understands the overall Financial Services industry and ... clients . Qualifications : + Minimum of three years related work experience in the Financial Services industry. + Experience in client services preferred. +… more