- Fidelity (Merrimack, NH)
- …lives of others? If you answered " yes " and are a customer service -minded champion, we are hiring Customer Support Representatives, also known as Financial Customer ... knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and… more
- Principal Financial Group (Miami, FL)
- …is preferred: + Successful Registration as an Investment Company Products/Variable contracts Limited Representative ( FINRA Series 6 or equivalent and FINRA ... Advice Team has an exciting opportunity for you! We're looking for a Sr ** Retirement Education Specialist (Bilingual in Spanish)** to join our Miami, FL team. In… more
- 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 (Scottsdale, AZ)
- …we're taking a stand for investors. That starts with you. As a Bilingual Retirement Plan Services Representative , you'll be our voice and our clients' advocate, ... futures. In this role, you will provide high quality service across Institutional Participant Services by supporting external employers...you with the tools to take the SIE and FINRA Series 6 and 63 + A $1,500 taxable… 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)
- …with strong verbal and written communication. The **Part Time** Collections Customer Service representative role offers the opportunity to utilize multiple skill ... 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
- Bank of America (Tampa, FL)
- Account Management Ops Representative Tampa, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Tampa/Account-Management-Ops- Representative \_25042763-2) **Job Description:** At Bank of America, we are… more
- US Bank (St. Paul, MN)
- …from Day One. **Job Description** Join US Bank as a Commercial Banking Client Representative and serve as the primary contact for our commercial banking clients. In ... verbal, written, and interpersonal communication skills - Exceptional customer service skills - Proficient computer skills, especially Microsoft Office applications… more