- Lincoln Financial (Radnor, PA)
- …opportunity. **Requisition #:** 73197 **The Role at a Glance** As the Financial Services Sales Representative , you will build and maintain business relationships ... financial security, with products including annuities, life insurance, group protection, and retirement plan services . With our 120-year track record of… 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
- HUB International (Blue Bell, PA)
- …maintain their own unique, regional culture. We currently have an opportunity for a **Plan Service Representative ** . As a Plan Service Representative , ... retirement plans. **Responsibilities:** + Provide consulting and investment advisory services for a specified block of company-sponsored retirement plans +… more
- Bank of America (Jacksonville, FL)
- Sr. Financial Service Representative Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Sr-Financial- Service - Representative \_25030796) **Job Description:** Merrill Wealth Management is… more
- Charles Schwab (Omaha, NE)
- …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)
- …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
- US Bank (St. Paul, MN)
- …One. **Job Description** US Bank is hiring a **BL Regulatory Review Representative ** to support our _Fiduciary Review Group (FRG) Administrative Review Team_ within ... tools including SEI, Nexus, Advantage Fee, and SEI Compliance Services - Advanced knowledge of government and regulatory laws...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five… more
- US Bank (Minneapolis, MN)
- …as the main day to day contact between the customer and US Bank. Service and support customer's depository and treasury products and provide limited loan servicing. ... specialists, and/or other US Bank departments to ensure high levels of service delivery for customers. Utilize numerous systems to access account information and… more
- ADP (Allentown, PA)
- …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
- 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