- ADP (El Paso, TX)
- …Summary:** The Retirement Services Representative is a licensed Retirement professional responsible for providing exceptional service to the employees of ... ADP Retirement Service 's clients. They are the primary point of contact...and also assist employees with individual account transactions. The Retirement Services Representative must be capable of… more
- Vanguard (Charlotte, NC)
- …and share insights with Relationship Managers. + Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions. + ... + Document client and team feedback to support continuous service improvement with the business. + Build expertise in...combination of training and experience. + Active SIE and FINRA Series 7 license, and either the Series 66… more
- Vanguard (UT)
- …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
- US Bank (Marshall, MN)
- …a team with strong verbal and written communication. The Full Time Customer Service representative role offers the opportunity to utilize multiple skill sets ... you excel at-all from Day One. **Job Description** Customer Service is a high energy environment which requires a...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five… more
- 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 ... financial goals-no matter what they need. From transaction processing to customer service , to driving innovation and launching new products, we're building a range… more
- US Bank (Minneapolis, MN)
- …services, and impart this knowledge to our clients. Typically, Advisory Client Services Representative are the first line of contact for client service requests. ... extensively and collaboratively with other members of the Client Service Group and the Relationship Management Team, with the...are required to be successful in this position. + FINRA Series 6 and 63 license preferred, not required.… 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...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five… 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
- 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
- ADP (Florham Park, NJ)
- …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 little ... 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