- Fidelity TalentSource LLC (Sunnyvale, CA)
- Job Description:Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you ll have ... home and in an Investor Center.Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative ...training you need to develop the skills needed to service customers and study for your FINRA … more
- Fidelity TalentSource LLC (Chappaqua, NY)
- …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 ...your experienceWe will support you while you learn the FINRA licensing material and work to obtain the Series… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …years of field sales experience, working within Financial Services Industry highly preferred\u00A0The Skills You Bring\u00A0Your outstanding communication, ... model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions\u00A0Your excellent interpersonal skills that translate into a positive… more
- 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
- 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 (Harrisburg, PA)
- …of trust and securities operational functions, systems, procedures, various products and/or services supported by the assigned area(s) - Ability to perform multiple ... analytical, problem-solving, decision-making, and organizational skills - Strong customer service skills, interpersonal, verbal and written communication skills -… more
- US Bank (Minneapolis, MN)
- …at-all from Day One. **Job Description** Provides high quality customer service by responding to telephone inquiries, requests and problems. Researches, analyzes, ... of concepts, practices, policies and procedures of banking products and services - Effective telephone and interpersonal skills - Strong problem-solving and… more
- US Bank (Chicago, IL)
- …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 (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 ... business opportunities based on knowledge of clients, markets, products, and services . Makes sales presentations to existing and prospective clients informing them… 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
- Ally (Austin, TX)
- …opportunities be, too? **The Opportunity** The Ally Invest Trading and Client Service Representative is responsible for providing exceptional customer service ... hire, candidates must be able to be registered with FINRA in all 52 states. * Hours of operation...Are: Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and… more
- US Bank (Frederick, MD)
- …The Document Custody Services (DCS) group is hiring an Account Services Representative 2 that establishes and maintains great working relationships with ... maintaining 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 (St. Paul, MN)
- …what you're made of** US Bank is **HIRING** for an _Account Service Representative_ to join our Original Issuance Team with Wealth Operations Paying/Transfer ... contact between program administrators or relationship managers, maintains high service satisfaction by following up on client inquiries, providing training,… more
- US Bank (Minneapolis, MN)
- …maintaining an accurate accounting of assigned portfolio specifics + Maintains high service satisfaction by following up on client inquiries, providing training, and ... internal teams and individuals to ensure high levels of service delivery + Extremely high client facing position where...relevant operational processes and procedures and company products and services + Proficient in and able to navigate all… more
- Randstad US (Columbus, OH)
- solutions center representative . + columbus , ohio + posted today **job details** summary + $18.50 - $19 per hour + temp to perm + high school + category business ... seeking enthusiastic Solutions Center Representatives to work with a leading Financial Services company, located in Columbus, Ohio. In this position, you will… 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
