Talent.com
FINRA Licensed Premier Service Associate

FINRA Licensed Premier Service Associate

VirtualVocationsNaperville, Illinois, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

A company is looking for a Premier Service Associate to support clients with their investment needs remotely.

Key Responsibilities

Service new and existing client needs via inbound calls

Engage customers in investment recommendation conversations

Deliver a responsive client experience by providing accurate information and proactive follow-up

Required Qualifications

Active FINRA Series 6 and Series 63 licenses required

2+ years of financial customer service experience

Strong understanding of operational and investment needs of customers

Knowledge of current financial markets and retirement account operations

serp_jobs.job_alerts.create_a_job

Licensed Associate • Naperville, Illinois, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Customer Service Associate

Customer Service Associate

VirtualVocationsNaperville, Illinois, United States
serp_jobs.job_card.full_time
A company is looking for a Customer Service Associate for its Customer Service Center.Key Responsibilities Respond to and resolve customer requests related to bank products and services Build an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Associate - 2+ Yrs Paid Tax Experience Required

Tax Associate - 2+ Yrs Paid Tax Experience Required

IntuitBeecher, IL, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Relationship Associate

Client Relationship Associate

TrustBankWheaton, IL, United States
serp_jobs.job_card.full_time
TrustBank is seeking enthusiastic and entrepreneurial team members for the new TrustBank to be located in Wheaton, IL.We are seeking a team with persuasive communication abilities, a positive and c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Series 66 and 7 Licensed Investment Associate

Series 66 and 7 Licensed Investment Associate

VirtualVocationsElgin, Illinois, United States
serp_jobs.job_card.full_time
A company is looking for an Invest Operations Associate to manage investment transactions and customer inquiries.Key Responsibilities Manage the full lifecycle of investment-related customer supp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
FINRA Licensed Brokerage Associate

FINRA Licensed Brokerage Associate

VirtualVocationsAurora, Illinois, United States
serp_jobs.job_card.full_time
A company is looking for a Premier Brokerage Associate to provide exceptional service and support to clients in a remote setting. Key Responsibilities Provide exceptional service and support to re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Associate - Local

Tax Associate - Local

IntuitBeecher, IL, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Seasonal Tax Associate - Local

Seasonal Tax Associate - Local

IntuitWilmington, IL, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
FINRA Licensed Financial Consultant

FINRA Licensed Financial Consultant

VirtualVocationsElgin, Illinois, United States
serp_jobs.job_card.full_time
A company is looking for a Financial Consultant to join their Retirement Plan Advisory Team (RPAT) remotely.Key Responsibilities Provide over-the-phone guidance to customers regarding their emplo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Associate, ABL Underwriting

Associate, ABL Underwriting

Fifth Third BankChicago, IL, United States
serp_jobs.job_card.full_time
Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Associate, ABL Underwritin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
PFS Representative - Arizona

PFS Representative - Arizona

VirtualVocationsNaperville, Illinois, United States
serp_jobs.job_card.full_time
A company is looking for a PFS Representative CBO Acute Billing Follow Up.Key Responsibilities Process payments, adjustments, claims, and correspondence accurately and timely Research payments a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Plainfield-Seasonal Store Associate Part Time

Plainfield-Seasonal Store Associate Part Time

Binny's Beverage DepotAurora, IL
serp_jobs.job_card.part_time +1
To assist in developing sales, maintaining productivity levels and providing superior customer service, while ensuring the safety and cleanliness of the store. To work as part of a team, following t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
New Jersey Licensed Series 6 Representative

New Jersey Licensed Series 6 Representative

VirtualVocationsNaperville, Illinois, United States
serp_jobs.job_card.full_time
A company is looking for a FINRA Series 6 L&A Back Office Representative.Key Responsibilities Perform financial and non-financial administrative transactions related to policies / contracts Proces...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Associate Actuary - Alabama Licensed

Associate Actuary - Alabama Licensed

VirtualVocationsAurora, Illinois, United States
serp_jobs.job_card.full_time
A company is looking for an Associate Actuary - Capital Planning.Key Responsibilities : Coordinate the population and lead the analysis of the BSCR template Maintain and enhance projections of BS...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
PFS Insurance Follow-Up Representative

PFS Insurance Follow-Up Representative

VirtualVocationsElgin, Illinois, United States
serp_jobs.job_card.full_time
A company is looking for a PFS Insurance Follow-Up Representative (Ambulatory Denials).Key Responsibilities Follow up with payers on various denials, ensuring timely and accurate reimbursement R...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Tax Associate

Tax Associate

IntuitWilmington, IL, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
FINRA Series 65 Licensed Director

FINRA Series 65 Licensed Director

VirtualVocationsElgin, Illinois, United States
serp_jobs.job_card.full_time
A company is looking for an Advisor Advice Solutions & Partnerships Director.Key Responsibilities Build and manage a forward-looking Advisor Managed Accounts (AMA) pipeline across partner firms a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
FINRA Licensed Premier Service Associate

FINRA Licensed Premier Service Associate

VirtualVocationsElgin, Illinois, United States
serp_jobs.job_card.full_time
A company is looking for a Premier Service Associate to support clients with their investment needs remotely.Key Responsibilities Service new and existing client needs via inbound calls Engage c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Tax Associate - Onsite

Tax Associate - Onsite

IntuitBeecher, IL, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
DeFi Associate

DeFi Associate

VirtualVocationsElgin, Illinois, United States
serp_jobs.job_card.full_time
A company is looking for a DeFi Associate - Labs.Key Responsibilities Identify new protocols and evaluate economic & smart-contract risks Design and maintain Python / TypeScript bots for rebalan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Retail Customer Service Associate

Retail Customer Service Associate

FedEx Office and Print ServicesNaperville, IL, United States
serp_jobs.job_card.full_time
The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.Th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day