Financial Services Representative II
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
Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial. ...
Financial Services Representative
Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. ...
Patient Services Representative I-II - Family Medicine, Louisville
Job Title: Patient Services Representative I-II - Family Medicine, Louisville. Patient Services Representative II:. Patient Services Representative II: $43,700 to $51,042. The Patient Services Representative is responsible for providing efficient, effective, quality customer service through a variet...
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. ...
Patient Services Representative I-II - Department of Psychiatry
Job Title: Patient Services Representative I-II - Department of Psychiatry. Patient Services Representative II:. Patient Services Representative II: $43,700 to $51,042. The Patient Services Representative is responsible for providing efficient, effective, quality customer service through a variety o...
Customer Service Representative (Loan Consultant II)
At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. Lendmark Financial Services offers a comprehensive benefits package for employees and dependents that includes medical, dental, vi...
Patient Services Representative I-II - Multi Specialty, Highlands Ranch
Patient Services Representative I-II - Multi Specialty, Highlands Ranch. Patient Services Representative II:. Patient Services Representative II: $48,396 to $56,143. The Patient Services Representative I is responsible for providing efficient, effective, quality customer service through a variety of...
Licensed Financial Services Representative
Licensed Financial Services Representative. Strong candidates will also have previous experience in Financial Representative role. Schwab’s service team is at the heart of our firm’smitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance ...
Sales Representative
Simple Solutions Financial Services is seeking independent, motivated, career-minded individuals to join our Mortgage Protection team. About Us: Simple Solutions Financial Services is a part of the fastest-growing insurance organization in the country. Research: 4-5 hours per week: digging into the ...
Member Services Representative I/II
Primary Purpose of Position: The Member Services Representative is responsible for providing excellent member services, including processing of transactions, resolving escalations, and answering questions for members and associates. Within established levels of authority, provide overrides, process ...