A company is looking for a Representative, Solutions Center to provide extraordinary care to members and partners in the financial services sector.
Key Responsibilities : Respond to incoming calls from investment professionals, plan sponsors, and members regarding various topicsEducate customers on tax implications, penalties, and benefits related to their plans / contractsDocument conversations and maintain compliance with FINRA and other regulationsRequired Qualifications, Training, and Education : High school diploma or equivalent required;
undergraduate degree preferred in finance, business administration, or related fieldsOne year of experience in customer service or sales-related occupationsMust obtain Series 6 / SIE licenses within the first 120 days of employmentKnowledge of various insurance products and relevant state / local lawsAdditional licenses / registrations may be required based on assigned products
Financial Services Representative
A company is looking for a Representative, Solutions Center to provide extraordinary care to members and partners in the financial services sector. ...
Financial Services Representative
We are currently seeking a Financial Services Representative to join us. Financial Service Representative. As a Retail In-Store Financial Service Representative at Michigan First Credit Union, youll be challenged to deliver five-star service while building relationships with our members. Our number ...
Patient Financial Services Representative
A company is looking for a Patient Financial Services Representative 4. ...
Financial Services Operations Representative I, II, III (Remote)
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. As a Financial Services Operations Representative, you will be providing transaction-processing services with a service orientated approach for our Mutual Fund client...
Financial Services Representative / Teller - Congress Street (Downtown Detroit) Branch
Our Financial Services Representatives provide a complete member service experience by assisting members to review their overall financial situation and make product or service recommendations. Understand and comply with federal and other regulations relating to financial products and services as we...
Financial Services Representative
We are currently seeking a Financial Services Representative to join us. Financial Service Representative. As a Retail In-Store Financial Service Representative at Michigan First Credit Union, youll be challenged to deliver five-star service while building relationships with our members. Our number ...
Financial Services Representative / Teller - Berkley Branch
Our Financial Services Representatives provide a complete member service experience by assisting members to review their overall financial situation and make product or service recommendations. Understand and comply with federal and other regulations relating to financial products and services as we...
Financial Services Representative / Teller - Berkley Branch
Our Financial Services Representatives provide a complete member service experience by assisting members to review their overall financial situation and make product or service recommendations. Understand and comply with federal and other regulations relating to financial products and services as we...
Financial Advisor - Intern(2025)
Having roots in one of the nation's largest and most well-respected audit, tax, and wealth management firms, Plante Moran Wealth Management proudlyserves as a trusted advisor to individuals, and families, providing full comprehensive financial solutions in the areas of wealth management, investment ...
Financial Consultant - TX
A company is looking for a Financial Consultant. ...