- 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
- Principal Financial Group (New York, NY)
- …of employment: + Successful Registration as an Investment Company Products/Variable contracts Limited Representative ( FINRA Series 6 or equivalent and FINRA ... partners. + Serve as the advisor's single point of contact, responsible for overall service delivery, creating a strategic service plan or roadmap for their… 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 (Dallas, TX)
- …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
- US Bank (St. Paul, MN)
- …from Day One. **Job Description** Come join our Equipment Finance Collections Customer Service team in Marshall, MN and West Side Flats, MN. This collections ... customer service position will support Equipment Finance customers by providing...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five… more
- US Bank (Hopkins, MN)
- …you excel at-all from Day One. **Job Description** The Collateral-Based Credit Representative (CBCR) plays a vital role in supporting Mortgage Warehouse customers by ... This position requires strong attention to detail, excellent customer service skills, and the ability to work in a...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five… more
