- Vanguard (Scottsdale, AZ)
- …effectively. What It Takes + Minimum of three years' experience in Financial Services ; client service experience preferred. + Undergraduate degree or equivalent ... and share insights with Relationship Managers. + Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions. +… 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
- 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 (Phoenix, AZ)
- …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 duties...relevant operational processes and procedures and company products and services + Proficient in and able to navigate all… more
- Edward Jones (Tempe, AZ)
- …What Characteristics would make you a successful Tailored Licensed Support Financial Representative : + Build meaningful relationships with the branch team and their ... no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and...Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding… more
- Edward Jones (Tempe, AZ)
- …former FA is unable to meet those obligations. + Provide excellent client service and suitable investment advice during the transition period. + Provide initial ... contact and ongoing guidance and service to the clients. + Research...no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and… more
- ADP (Tucson, AZ)
- …and see for yourself!** As a Digital Sales Associate, you will sell ADP's Retirement Services 401(k) solutions over the phone using virtual technologies. With a ... that put millions of employees on the road to retirement readiness. Your day-to-day will focus on daily goals...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
- US Bank (Scottsdale, AZ)
- …a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for ... their respective areas of expertise. As a US Bank representative in the community the PWA also acts as...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five… more