- US Bank (Atlanta, GA)
- …our communities, and each other. **Job Description** Elavon is looking for an Account Service Representative to join our rapidly growing digital sales team! The ... matter what they need. From transaction processing to customer service , to driving innovation and launching new products, we're...+ Contact customers on behalf of US Bank Merchant Services to follow up on inbound queries (ie sales… more
- US Bank (Charlotte, NC)
- …with various areas within the company to successfully implement products and services for customers. Acts as the primary internal contact. Coordinates activities ... with various departments to ensure that customer's products and services are successfully implemented in a timely, accurate and efficient manner. Resolves issues… more
- Charles Schwab (Indianapolis, IN)
- …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 ... clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate...of your own professional journey by attending the Schwab Service Academy (SSA), which provides you with the paid… 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 (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
- ADP (Florham Park, NJ)
- …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 (St. Louis, MO)
- …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
- Foresters Financial Services (Silver Spring, MD)
- …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
- ADP (Woodland Hills, CA)
- ADP is hiring a **Sales Representative for Retirement Services ** . + **_Are you ready to control your financial future with unlimited upside earnings ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions. With a little...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more