- 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
- Truist (Richmond, VA)
- …operations by processing tasks within the department(s) and maintaining excellent service levels. + Resolve issues and apply critical thinking and problem-solving ... differences. **QUALIFICATIONS** Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- Truist (Richmond, VA)
- …regulations. **QUALIFICATIONS** Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable ... equivalent education, training and work-related experience 2. Provide high-quality client service 3. Ability to handle multiple assignments; work under pressure in… more
- Cushman & Wakefield (Houston, TX)
- …required, such as catering, transportation, and space reservations + Coordinate with Brokerage Specialist and/or Marketing on the production of pitch/proposal ... **Job Title** Brokerage Coordinator **Job Description Summary** The Brokerage...team. This position is responsible for support of client service activities such as pitches and proposals, transaction support,… more
- Charles Schwab (Westlake, TX)
- …Mandarin **Preferred Qualifications:** + Preferably 1-2 years of experience in Client Service , Financial Services and/or Brokerage Services with an emphasis in ... quo" and transform the finance industry together._ As a Global Services Representative , your interactions with clients will be phone based with our International… more
- Bank of America (Chandler, AZ)
- Consumer Investments - Financial Service Representative Chandler, Arizona **Job Description:** At Bank of America, we are guided by a common purpose to help make ... we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each...developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. The… more
- Bank of America (Lincoln, RI)
- Consumer Investments- Financial Service Representative I Lincoln, Rhode Island **Job Description:** At Bank of America, we're creating real, meaningful ... we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each...developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. Must… more
- Bank of America (Pennington, NJ)
- Consumer Investments - Financial Service Representative Jacksonville, Florida;Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a ... to make a difference. Join us! The **Financial Services Representative I** is a foundational role designed to prepare...include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on… more
- ADP (Overland Park, KS)
- ADP is hiring a **Broker Channel Sales Representative ** . + Does the idea of hunting for new business alongside broker partners entice you? + Do you thrive on ... benefits offerings across the hire-to-retire spectrum. As a Sales Representative in our broker channel, you will be assigned...channel, you will be assigned to a list of brokerage firms and aligned to internal partner(s) in other… more
- Bank of America (Pennington, NJ)
- …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
- Adecco US, Inc. (Pennington, NJ)
- …for helping people? We're looking for a dedicated and results-oriented **Customer Service Representative ** to join our client's growing team in Pennington, ... office partners. You will handle inbound calls, providing exceptional service and support for banking and brokerage ...opportunities through the Adecco Aspire Academy + Dedicated onboarding specialist to guide you from offer to your first… more
- Adecco US, Inc. (Chandler, AZ)
- …your next big career move? We're looking for a dedicated and results-oriented **Customer Service Representative ** to join our growing team in Chandler, AZ! This ... is completed. In this position, you'll play a vital role in providing exceptional service to clients and branch office partners. You'll be the first point of contact… more
- Guardian Life (Bethlehem, PA)
- …wires, checks, journals, and ACH + Monitor and Track account alerts + Service Park Avenue Securities accounts including brokerage and advisory **You have** ... The Wealth Management New Account and Operation Specialist will partner with Guardian General Agencies to...will partner with Guardian General Agencies to process and service wealth management accounts. **You are** Detail oriented and… more
- Tucker Company Worldwide (Haddonfield, NJ)
- …and local community. Tucker Company is the oldest privately-held freight brokerage in North America, specializing in notoriously complicated freight, like ... freight using carefully designed procedures, cutting-edge technologies, and award-winning service . Whether the shipment is oversized, delicate, high-value, or… more
- RTX Corporation (Richardson, TX)
- …work in an exporter/importer environment (preferred) or experience with Customs Brokerage , Freight Forwarding, Department of State & Commerce Licensing, policy, or ... government relations field in Customs Brokerage to fill the role of Export Advisor. This...by freight forwarders + Monitors, escalates, and resolves Agent-filer service failures + Operates in accordance with standard operating… more