- 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
- Charles Schwab (Phoenix, AZ)
- … focus are essential + Preferably 1-2 years of experience in Client Service (Core), eServices, Financial Services and/or Brokerage Services with an emphasis ... quo" and transform the finance industry together. As an international eServices representative , your interactions with clients will be primarily via chat and email.… more
- Guardian Life (Bethlehem, PA)
- …we do business and continuously raise the bar. **Reporting Relationships:** As our Customer Service Specialist , Park Avenue Securities, you will report to one of ... opportunity to advance professionally? Then join Guardian Life! Our Customer Service Specialists are responsible for providing support to financial professionals and… 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. (Jacksonville, FL)
- …for helping people? We're looking for a dedicated and results-oriented **Customer Service Representative ** to join our client's growing team in Jacksonville, ... 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
- Guardian Life (Pittsfield, MA)
- …and staff members to help drive sales and service clients + Service Park Avenue Securities accounts including brokerage and advisory + Participate in ... our Client Outreach team. As a Senior Client Outreach Specialist , you will partner with Guardian General Agencies to...Lead Generation efforts + Handle inbound service calls **You have** + 5+ years life insurance… 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
- HUB International (Wilmington, MA)
- …ESP Specialty a Specialty Program Group Member Co **:** ESP Insurance Brokerage dba ESP Specialty ( www.espspecialty.com ) is the premier entertainment, sports, ... and promotion insurance specialist . ESP Specialty operates nationwide as an insurance broker...firm within our youth sports vertical, specifically football. The representative will be responsible for providing support to the… more