- ADP (El Paso, TX)
- …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
- 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
- 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
- Vanguard (Scottsdale, AZ)
- …needs and deepen client relationships with Relationship Managers. + Provide exceptional service to UHNW clients and handle requests with efficiency and quality. + ... experience. + Document UHNW client and team feedback in support of service improvement efforts within the business. + Develop and maintain proficient knowledge… 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
- Ally (Tallahassee, FL)
- …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 50 states and 2 territories. (Hours...Are: Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and… 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 november 5, 2024 **job details** summary + $18.99 - $19 per hour + temp to perm + associate degree + ... enjoy collaborating with members, answering questions, and educating others? Join the Retirement Solutions team of a Fortune 100 Company which assists current… more
- US Bank (St. Paul, MN)
- …you excel at-all from Day One. **Job Description** The Wire Transfer Customer Service Representative processes incoming Fed and SWIFT messages, logging and ... and statements to resolve discrepancies. Collaborating with another team, the representative ensures accurate printing of PINs and assigns logged cases throughout… more
- Charles Schwab (Phoenix, AZ)
- …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
- US Bank (Minneapolis, MN)
- …and escalate as needed following the appropriate processes. + Educate employees on HR Services and self- service tools available to them such as the HR portal ... Description** **Purpose:** Provide first point of person-to-person "high touch" customer service to employees, retirees, managers, line of business HR and external… 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
- US Bank (Overland Park, KS)
- …at-all from Day One. **Job Description** Provides high quality customer service by responding to telephone inquiries, requests and problems. Researches, analyzes, ... concepts, practices, policies and procedures of banking products and services - Effective telephone and interpersonal skills - Strong...be assisted while maintaining a high level of customer service If there's anything we can do to accommodate… more
- US Bank (Marshall, MN)
- …from Day One. **Job Description** **Highlights** - Provides high quality customer service by responding to telephone inquiries, requests and problems. - Researches, ... of concepts, practices, policies and procedures of banking products and services - Effective telephone and interpersonal skills - Strong problem-solving and… more
- Lincoln Financial Group (Radnor, PA)
- … Rep , you will be responsible for supporting the Small Market Retirement Plan Services (RPS) Internal/External sales teams while getting licensed and ... Paperwork using DocuSign + Developing and maintaining an understanding of the Retirement Plan products, services , and operational structure to enhance ability… more
- US Bank (Birmingham, AL)
- …relationships in Mobile. AL. Elavon is the exclusive provider of Regions Merchant Services , and this position would solely service the Regions Bank alliance ... 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… 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 (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