Search jobs > Appleton, WI > Financial service representative
A company is looking for a Financial Service Representative II to provide customer service for retirement plans.Key ResponsibilitiesAnswer inbound calls and respond to customer inquiries regarding retirement plansAssist with online account access, loan eligibility, rollovers, and market volatility discussionsMaintain knowledge of retirement product lines and IRS rules to provide accurate informationRequired Qualifications and Education2+ years of experience in financial services with customer service in a contact centerActive FINRA Series 6 or 7 and Series 63 licenses are requiredAssociate or Bachelor's degree preferredGeneral understanding of FINRA and governmental rules and regulations
Financial Services Representative II
A company is looking for a Financial Service Representative II to provide customer service for retirement plans. ...
Financial Services Representative - State Farm Agent Team Member
As a Financial Services Representative - State Farm Agent Team Member with Erik Hosking - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educat...
Customer Service Representative (Loan Consultant II)
The role of Loan Consultant II is to provide exceptional customer experience while providing personal loan solutions. Actively market all branch products and services to individuals. ...
Financial Services Operations Representative I, II, III (Remote)
Financial Services Operations Representative I, II and III (GIDS Core Processing). As a Financial Services Operations Representative, you will be providing. Reps II and III will be reviewing and ensuring accuracy of work entered, providing coaching when needed and making recommendations for procedur...
Financial Services Representative
Full-time FINANCIAL SERVICES position in a busy specialty medical practice. Customer service, Financial services, Payment Processing, Insurance, Health care, Data, Data entry, payment processor, claims, OSHA, HIPAA, MEDICARE, patient information. As an industry leader in Full-Stack Technology Servic...
Financial Services Representative - State Farm Agent Team Member
As a Financial Services Representative - State Farm Agent Team Member with Erik Hosking - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educa...
Sales Representative
Vector Marketing is interviewing now for part time sales positions. Prior work or sales experience not required. Previous experience & knowledge about home goods or sales isn’t required. Sales reps can work from home and locally after training. ...
Business Analyst - Enrollment Encounters
A company is looking for a Business Analyst I - Enrollment & Encounters. ...
Customer Service Representative
Hiring Now: Customer Service Representative. Job Title: Customer Service Representative. Customer Interaction: Engage with customers via phone, email, or chat to provide assistance and resolve their queries promptly and efficiently. Problem Resolution: Identify customer issues and provide effective ...
Customer Service Rep(02111) - 4733 Micheals Dr
Our business is growing as our fan base increases! Domino's Pizza is looking for customer service. A winning smile, great attitude and customer focused personality. ...