- 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
- HUB International (South Portland, ME)
- …maintain their own unique, regional culture. We currently have an opportunity for a ** Retirement Plan Service Representative ** . The selected employee will ... requirements for the retirement plans. **Responsibilities** **:** ** Retirement Plan Service Representative ** **:**...experience with 401(k)s, 403(b)s and SIMPLE IRAs required. + Retirement plan design experience. + FINRA Series… more
- US Bank (St. Louis, MO)
- …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 ... business opportunities based on knowledge of clients, markets, products, and services . Makes sales presentations to existing and prospective clients informing them… more
- US Bank (St. Louis, MO)
- …to customer accounts as directed by documentation received from bankers and service areas. Account maintenance work includes service price changes, customer ... generated by the analysis and billing process. Verifies proper implementation of new services for new or existing customers. Provides call center support for bankers… more
- Vanguard (Scottsdale, AZ)
- …At Vanguard, we're taking a stand for investors. That starts with you. As a Retirement Plan Services Representative , you'll be our voice and our clients' ... futures. In this role, you will provide high quality service across Institutional Participant Services by supporting...you with the tools to take the SIE and FINRA Series 6 and 63 + A $1,500 taxable… 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
- 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...like onboarding new clients to supporting them through their retirement . + Maintain strong performance metrics. + Increase functional… more
- Vanguard (Malvern, PA)
- …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
- Randstad US (Columbus, OH)
- client services representative . + columbus , ohio + posted 8 days ago **job details** summary + $18.99 - $19 per hour + temp to perm + bachelor degree + category ... collaborating with members, answering questions, and educating others? Join the Financial Services and Retirement Solutions team which assists current members,… more
- Charles Schwab (Lone Tree, CO)
- …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
- US Bank (Marshall, MN)
- …for Coaching and training the Team. + Provides high quality customer service by responding to telephone inquiries, requests and problems. + Researches, analyzes, ... could not be resolved during the initial contact. + Providing high quality customer service answering incoming calls, emails, and chats + Testing as needed in the… more
- T. Rowe Price (Colorado Springs, CO)
- …are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the ... + 1 year of Retail Account Management (RAM) experience FINRA Requirements FINRA licenses are not required...Competitive compensation + Annual bonus eligibility + A generous retirement plan + Hybrid work schedule + Health and… more
- US Bank (Los Angeles, CA)
- …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. + Identifying… more
- US Bank (Columbia, SC)
- …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 ... communities, and each other. **Job Description** Provides high quality customer service by responding to telephone inquiries, requests and problems. Researches,… 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 ... 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 (Milwaukee, WI)
- …from Day One. **Job Description** This position with US Bank Global Fund Services (GFS) Financial Crimes Compliance team will support and ensure compliance with the ... Global Fund Services Anti-Money Laundering ("AML") and Identity Theft Programs. This...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five… more
- ADP (Rancho Cucamonga, CA)
- 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...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more