- ADP (Dallas, TX)
- …The Retirement Services Representative is a licensed Retirement professional responsible for providing exceptional service to the employees of ADP ... ** Retirement Services Representative (401k)** **Position... Retirement Service 's clients. They are the primary point of contact for… more
- US Bank (Naperville, IL)
- …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
- US Bank (Denver, CO)
- …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 ... continue to meet the challenge of being a leading service provider in the banking industry. * We do...opportunities based on knowledge of clients, markets, products, and services . Makes sales presentations to existing and prospective clients… more
- DXC Technology (Austin, TX)
- **Job Description:** **Principal Responsibilities:** + Provide service to Annuity or Life customers who possess a policy by responding to requests via telephone ... regarding insurance and other financial service products and benefit plans + Research and respond...degree (diploma needs to be provided) + An active FINRA Series 6 license is required for this position.… more
- 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
- US Bank (Cincinnati, OH)
- …during every interaction. Our hiring and training standards ensure our Service Advisors are efficient, knowledgeable, and friendly. We provide comprehensive ongoing ... training to ensure our Service Advisors are prepared to...the features and benefits of US Bank products and services Demonstrate a genuine interest in customers and ask… 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
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