- Charles Schwab (Phoenix, AZ)
- …Choice Investment Services** (PCIS) Participant Services works directly with Self-Directed Brokerage Accounts for retirement plans and health savings accounts. These ... are optional brokerage trading accounts that are established by plan participants...their investment choices within the plan. The Participant Group Specialist will directly interact with a variety of clients… more
- Charles Schwab (Phoenix, AZ)
- … focus are essential + Preferably 1-2 years of experience in Client Service (Core), eServices, Financial Services and/or Brokerage Services with an emphasis ... quo" and transform the finance industry together. As an international eServices representative , your interactions with clients will be primarily via chat and email.… more
- Bank of America (Chandler, AZ)
- …job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... Life Services Financial Services Representative Pennington, New Jersey;Chandler, Arizona **Job Description:** **Job...specialist and sales teams * Focuses daily on service to sales with existing Merrill clients * Provides… more