• Retirement Service…

    ADP (Dallas, 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
    ADP (07/18/25)
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  • Client Service Excellence…

    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
    Vanguard (07/12/25)
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  • Plan Service Representative

    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 , ... responsible for managing a block of existing business while applying exceptional service standards resulting in strong retention. This position will be responsible… more
    HUB International (09/10/25)
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  • CBTO Customer Service Representative

    US Bank (Dallas, TX)
    …am to 2 pm CST on Saturday for our customers to reach us. As a Customer Service Representative , you are the first point of contact for our customers. You will ... environment and utilize your skills to provide a consistent, exceptional customer service experience. **You must be located in Arizona, Kentucky, Missouri, Ohio, and… more
    US Bank (09/10/25)
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  • Sr. Financial Service Representative

    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
    Bank of America (07/22/25)
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  • Financial Services Sales Representative…

    Lincoln Financial (Radnor, PA)
    …#:** 75123 **The Role at a Glance** As the Financial Services Sales Representative for MoneyGuard, you will build and maintain business relationships with advisors ... **What we're looking for** _Must-haves:_ + Exceptional communication and relationship management skills + FINRA SIE License - must obtain within 120 Days + FINRA … more
    Lincoln Financial (09/09/25)
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  • Customer Service Representative

    TEKsystems (Denver, CO)
    …online issues, and guiding financial decisions. Ideal for career-minded customer service professionals ready to grow in a fast-paced, phone-based environment. What ... + Help investors navigate online platforms + Train toward FINRA licensing (SIE, Series 6 & 63) What We're...What We're Looking For: + 1+ year in customer service (retail, food service , etc.) + Strong… more
    TEKsystems (09/05/25)
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  • Associate Digital Sales Representative III

    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
    ADP (09/04/25)
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  • Financial Services Representative

    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 ... 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
    Charles Schwab (09/06/25)
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  • Senior Transtional Representative

    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
    Edward Jones (09/09/25)
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