- 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 (MO)
- Have your FINRA Series 7 and 63 and a passion...others? Join our team of "crew" as a Client Service Excellence Center associate! About this Job: At Vanguard, ... them the best chance for investment success." Our Client Service Excellence Center associates fulfill our mission by helping...- from buying their first home to preparing for retirement . In this role, you will connect with clients… more
- ADP (Dallas, TX)
- …adhering to internal SLAs for response times. + Performs duties of inbound Client Service Representative or Sales Support Specialist during peak periods. + Helps ... other related duties as assigned **QUALIFICATIONS REQUIRED:** + 1 year experience in a client service call center environment required. + FINRA 6 & 63 required A… more
- Vanguard (Scottsdale, AZ)
- …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
- US Bank (Dallas, TX)
- …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 ... energized by having consultative conversations that help small businesses thrive? The Sales Representative may be the right role for you! The Sales Representative… 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
- Charles Schwab (Lone Tree, CO)
- …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
- 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
- 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 duties...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five… more