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
Registered Representative
Develop & conduct sales functions & events.Assist in the formation & operation of event comnittees.Advice on criteria for attendees.Pre-sales activites & bond sales solicitation.Cultivate new customer groups and organizations....
Customer Service Representative- Overnight Shift
Through our check cashing stores, we provide consumers with convenient financial products and services to help them manage their day-to-day financial needs. PLS-which stands for People - Location - Service-is a leading retail provider of alternative financial services. Although many of our customers...
Financial Services Data Consultant II
Financial Services Data Consultant II. Minimum 1-2 years’ work experience preferably in retail banking, payments industry, data analytics, financial services, or consulting. This role involves working with the Relationship Management team to support stakeholders in financial institutions across the ...
Customer Service Representative- Bilingual Spanish Preferred
Through our check cashing stores, we provide consumers with convenient financial products and services to help them manage their day-to-day financial needs. PLS—which stands for People – Location – Service—is a leading retail provider of alternative financial services. Although many of our customers...
Experienced Financial Services/ Insurance Professional/ Registered Representative
Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales suppo...
Customer Service Representative
Through our check cashing stores, we provide consumers with convenient financial products and services to help them manage their day-to-day financial needs. PLS—which stands for People – Location – Service—is a leading retail provider of alternative financial services. Although many of our customers...
Customer Service Representative
Previous customer service experience in industries such as hospitality, financial services, retail or restaurant is preferred. Successful Customer Service Representatives (CSR) are the primary point-of-contact with our customers. They also sell company products and services. Promoting our products a...
Associate, Shareholder Services Representative II
We’re seeking a future team member for the role of Associate, Shareholder Services Representative II to join our Wealth Management team. Experience in financial services preferred. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, a...
Customer Service Representative- Bilingual Spanish Preferred
Previous customer service experience in industries such as hospitality, financial services, retail or restaurant is preferred. Successful Customer Service Representatives (CSR) are the primary point-of-contact with our customers. They also sell company products and services. Promoting our products a...
Broker II - Financial Services Group
Aon is looking for a Broker II – Financial Services Group. As a Broker II, you will report directly to the Team Leaders of the Financial Services Group. As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our ...