• Remote Customer Service…

    DXC Technology (Columbia, SC)
    …for general service teams and enhanced QA review required for FINRA registered associates performing transactions on products with Variable investment feature ( ... the power of technology to deliver mission critical IT services that our customers need to modernize operations and...outgoing mail for multiple clients in accordance with established service level agreements. + Performs data entry and matches… more
    DXC Technology (04/06/24)
    - Related Jobs

  • Sr Registered Phone Rep - Retirement…

    Bank of America (Jacksonville, FL)
    Sr Registered Phone Rep - Retirement and Benefits Investment Specialist Pennington, New Jersey;Chandler, Arizona; Tampa, Florida; Jacksonville, Florida **Job ... Merrill Lynch Advice Access, and Self-Directed Brokerage. **Required Qualifications:** + FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and… more
    Bank of America (05/15/24)
    - Related Jobs

  • Individual Retirement Premier Customer…

    Equitable (Charlotte, NC)
    Individual Retirement Premier Customer Service Representative ( 240000BA ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... and may fluctuate daily within the hours of operation. The Customer Service Representative (CSR) position handles various types of incoming inquiries,… more
    Equitable (05/21/24)
    - Related Jobs

  • Retirement Services Inside Sales…

    ADP (Florham Park, NJ)
    ADP is hiring **Inside Sales Representatives for Retirement Services .** + **_Are you ready to control your financial future -- and achieve that perfect work-life ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions over the phone...experience or internships in Retail, Marketing, Business Development, Food Service , Insurance Sales, or another relevant industry, OR +… more
    ADP (03/10/24)
    - Related Jobs

  • Financial Service Representative…

    Bank of America (Pennington, NJ)
    Financial Service Representative - Retirement and Benefits Investment Specialist Pennington, New Jersey;Tampa, Florida **Job Description:** At Bank of ... + Experience in a call center or a financial/banking center + Customer service experience + Understands Retirement plans and products + Knowledge of… more
    Bank of America (05/15/24)
    - Related Jobs

  • Financial Services Sales…

    Lincoln Financial Group (Radnor, PA)
    …opportunity. **Requisition #:** 72719 **The Role at a Glance** As the Financial Services Sales Representative , you will build and maintain business relationships ... _Must-haves:_ + Exceptional communication and relationship management skills + FINRA SIE License - must obtain within 120 Days...core businesses - annuities, life insurance, group protection and retirement plan services . As of September 30,… more
    Lincoln Financial Group (04/11/24)
    - Related Jobs

  • Ally Invest - Trading and Client Service…

    Ally (Raleigh, NC)
    …FL, Lewisville - TX, Weaverville - NC The Ally Invest Trading and Client Service Representative is responsible for providing exceptional customer service to ... hire, candidates must be able to be registered with FINRA in all 52 states. * Directly responsible for...Are: Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and… more
    Ally (05/10/24)
    - Related Jobs

  • Financial Services Representative

    Charles Schwab (Phoenix, AZ)
    …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
    Charles Schwab (05/26/24)
    - Related Jobs

  • Customer Service Representative I…

    DXC Technology (Oklahoma City, OK)
    …The world's largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance, ... our customers and colleagues at DXC.com. Our DXC Insurance BPaaS and BPO services help our customers optimize and transform operations, lower costs, increase agility… more
    DXC Technology (05/30/24)
    - Related Jobs

  • Major Accounts Retirement Services…

    ADP (San Diego, CA)
    ADP is hiring a **Sales Representative for Retirement Services ** in our Major Accounts division. + **_Are you ready to control your financial future with ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions at accounts with...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
    ADP (06/02/24)
    - Related Jobs