- 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
- 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
- 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
- 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 (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
- 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
- T. Rowe Price (Owings Mills, MD)
- …are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the ... + Works to learn and understand business processes and service requirements + May communicate either verbally or in...skills + Attention to detail + Strong communication skills FINRA Requirements FINRA licenses are not required… more
- DXC Technology (Oklahoma City, OK)
- …The world's largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance, ... the power of technology to deliver mission critical IT Services that our customers need to modernize operations and...transformation We are seeking a skilled Annuities Operations Support Representative to join our team. In this role, you… more
- Zions Bancorporation (Salt Lake City, UT)
- Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in ... bring the opportunity. We are currently seeking a Wealth Representative to join our team. This position will be...in our downtown Salt Lake City, Utah location. + Services and maintains an existing book of business for… more
- US Bank (Salt Lake City, UT)
- …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
- DXC Technology (Oklahoma City, OK)
- …service skills **Required Qualifications** + High School diploma + 1-2 years customer service experience + Must obtain FINRA (formerly NASD) Series 6 license ... agents and broker/dealer's requests via telephone or email, providing high quality service to BrightHouse Financial (BHF) Annuity customers who have insurance or… more
- US Bank (Marshall, MN)
- …expands the relationship with customers by providing overall customer support services . - Works proactively to identify potential problems, compliance issues, and ... satisfaction and encourage expansion of the relationship. - Identifies products and services that meet customer's needs. - Develops working knowledge of assigned… more
- US Bank (Charlotte, NC)
- …Skills/Experience:** + Intermediate knowledge of applicable laws, regulations, financial services , and regulatory trends that impact their assigned line of ... business + Intermediate understanding of the business line's operations, products/ services , systems, and associated risks/controls + Thorough knowledge of… more
- Foresters Financial Services (Dublin, OH)
- …Description What we need: This role supports the Registered Financial Services Sales Representative 's business with day-to-day administrative assistance while ... enhancing the service experience of clients*. *This role requires ...of support is dictated by whether the incumbent is FINRA licensed. + As directed by the representative… more