Retirement Plans Customer Service Specialist - FINRA Licensed
Hispanic Alliance for Career Enhancement
Hispanic Alliance for Career Enhancement in Phoenix is seeking a Registered Retirement Representative to manage telephone inquiries regarding retirement plans, providing assistance and processing financial transactions. The ideal candidate has a strong customer service background, knowledge of retirement plans, and necessary FINRA certifications. This role offers competitive benefits and a supportive work environment. #J-18808-Ljbffr Hispanic Alliance for Career Enhancement
- ...core, those who join the Secret Service are courageous, intelligent,... ...of the United States. Planning and implementing security designs... ...a current valid driver's license Carry and use a firearm. Maintaining... ...enforcement or firefighter retirement provisions, including early...RetirementOverseas
$52k
...That starts with you. As a Retirement Plan Services Representative, you’ll be our... ...hourly pay and a licensing bonus of up to $12,500 based... ...tools to take the SIE and FINRA Series 6 and 63 ~ A $1,500... ...our clients and our “crew” Customer-facing and/or in-bound phone...RetirementHourly payWork at office- ...you will offer comprehensive financial planning and advice, build client relationships,... ...advisory experience, Series 7 and Series 66 licenses. The position focuses on delivering... ...competitive benefits including health care coverage and retirement plans. #J-18808-Ljbffr AumniRetirement
- Role Overview As a Retirement Plan Services Representative, you provide high quality service... ...development programs including SIE and FINRA Series 6 and 63 licensing. $1,500 taxable annual FlexFund... ...relationship management skills. Customer‑facing and/or inbound phone...RetirementWork at officeVisa sponsorship
$52k
The Vanguard Group is seeking a Retirement Plan Services Representative in Scottsdale, Arizona. In this role, you will advocate for our clients... ...includes a base salary of $52,000 and a potential licensing bonus of up to $12,500. #J-18808-Ljbffr The Vanguard GroupRetirement$63.59k - $121.53k
...products, exceptional service and trusted advice. We... ...are seeking a dynamic Retirement Income Advisor to play... ...of retirement income planning, and have a proven track... ...not trained and/or licensed to recommend or fulfill... ...Required maintenance of FINRA Series 7 license. ~...RetirementFull timeWork at officeRemote workRelocation packageFlexible hours- ...dynamic and results-driven Retirement Plan Sales Consultant to join... ...advisors, compliance specialists, and plan administrators,... ...Maintain all required industry licensing, including FINRA Series 65 licensing, and... ...plan sales, financial services, or a related field. ~...Retirement
- Vanguard is seeking a Retirement Plan Services Representative in Scottsdale, Arizona. In this role, you will serve as the voice and advocate for clients, helping them with their 401(k) plans and financial needs. You will provide high-quality service by addressing complex...Retirement3 days per week
- Outstanding $$ temp to hire financial growth opportunity for a licensed Life and Health Care person with experiance and dedication to helping those in the retired community and those financially planning for retirement.RetirementTemporary work
$110.25k - $235.81k
RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX The Retirement Client Advisor... ...opportunities and manages a customer portfolio defined in the business plan. This involves being the primary... ...effectively differentiate UMB Retirement Services from the competition. Provides...RetirementLocal areaFlexible hours$34 - $42 per hour
...The Terraces of Phoenix, a distinguished HumanGood life plan community, is hiring Licensed Practical Nurses (LPN/LVN) for its Wellness Team. Our... ...~20 days of paid time off (increases with years of service), plus 7 company holidays ~401(k) with up to 4% employer...Full time- ...is a unique financial services organization with a... ...network of brokers and specialists who empower people to... ...advisory and retirement plan services, and payroll... ...coverages Professional Licenses/Certifications ~ Must... ...personal approach to customer service. Maintains...RetirementTemporary workWork experience placement
$13 - $20 per hour
...Customer Service Associate Do you like to have different types of assignments and variety... ...Rental Medical, Dental & Vision plan options Retirement programs, including 401(k) employer... .... Must have a valid driver's license, with an acceptable driving record...RetirementFlexible hours- ...Qualifications The Requirements * P&C licensed * Minimum - 3 years of... ...skills, and highly effective customer service capabilities * Ability to... ...included for Washington roles) * Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan...RetirementTemporary workWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
- A financial services company seeks a Retirement Plan Consultant to guide plan sponsors and employees in retirement plan features. Responsibilities include... ...has strong presentation skills and preferred financial licenses. This position offers a salary with bonus potential,...RetirementRemote work
- ...provide superior client service. With a culture rich... .... Client Service Specialist Location: Phoenix, AZ... ...servicing, cost basis, retirement plans, transfer of assets,... ...years of experience in customer service within... ...experience will be considered Licenses & Certifications SIE...RetirementPermanent employmentFull timeWork at officeMonday to FridayShift work
- ...P&C Licensed Customer Care Representative Established in 2021, Independence Pet Holdings... ...of modern pet health brands and services, including insurance, pet education,... ...Flexible Spending Accounts (FSA) ~ Retirement savings plan ~ Personal Paid Time Off ~ Paid...RetirementTemporary workWork at officeRemote workFlexible hours
$76k - $82k
...Advice Client Service Representative Apply ( locations... ...the required licensing and achieving performance... ...execute on multiple planning deliverables related to... ...described in Vanguard’s FINRA Licensing Policy by... ...institutions, employer-sponsored retirement plans, and financial...RetirementHourly payFull time$60.5k - $81.5k
...Client Service Excellence Representative... ...to preparing for retirement. In this role, you... ...obtaining the required licensing. We also believe in... ...: ~3+ years of customer-facing and/or in-bound... ...(e.g. FINRA, state, SFC). These... ...sponsored retirement plans, and financial professionals...RetirementFull timeRemote work$13 - $20 per hour
...to provide helpful, quality service and getting things done the... ...tact and charm. As a Customer Service Associate, you will... ...Medical, Dental & Vision plan options Retirement programs, including 401(k)... ...Must have a valid driver's license, with an acceptable driving...RetirementWorldwideFlexible hours$22.5 per hour
...Remote Customer Service Specialist Remote Customer Service Specialist Job Description: Manage live... ...be subject to specific elections, plan, or program terms. If eligible, the benefits... ..., Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax...RetirementContract workTemporary workPart timeRemote workFlexible hoursNight shiftWeekend work- ...committee with requested food and beverage services for meetings and events. Assists... ...minimum of 50 lbs. Valid driver's license, serviceable automobile, and proof of... ...contribution and match (U.S.) ~ Registered Retirement Savings Plan (RRSP) company contribution and match...RetirementFull timeWork at officeLocal areaMonday to Friday
$16 per hour
...Information Name Customer Service Representative... ...Provide a service such as a license, registration, title, permit... ...investigation results or any planned adjustments This job might... ..., you will have access to a retirement savings plan, service bonus...RetirementFull timeContract workTemporary workWork at officeLocal areaRemote workMonday to Friday$18 per hour
...: Join our dynamic team as a Customer Service Associate/Delivery Driver ! We’re... ...Qualifications: Valid driver’s license with a clean driving record and no... ...Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance...RetirementTemporary work$19 per hour
...DOE** We are looking for a Customer Service Associate/ Delivery Driver to... ...environments Valid driver’s license Excellent organizational and... ...Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance...RetirementTemporary workWork experience placementShift work- ...Customer Service Specialist Customer Service Specialists work closely with wholesale and retail customers... ...Have a valid, unrestricted Driver's License Have at least a High School... ...class benefits designed for you. From retirement to health care, from total well-being...RetirementContract workPart timeFor contractorsWork experience placementLocal areaAfternoon shift
- ...Customer Service Representative As a Customer Service Representative, you will use your love... ...enter data Valid driver's license, auto insurance, and personal vehicle... ...Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program...RetirementFull timeTemporary workCasual workWork at officeLocal area
$80k - $150k
...Lucrative incentive sales plans, bonuses and sales... ...Comprehensive paid training and licensing, plus on-going... ...work-life balance Retirement Plan (401k) with... ...insurance to new and existing customers. You will also have... ...in sales or customer service and a passion for helping...RetirementFull time$18 - $19 per hour
...be the next superstar on our Customer Success team! We're... ...thrives on delivering top-notch service and building real connections... ...Description. EDUCATION, LICENSES, CERTIFICATIONS, EXPERIENCES... ...full-time employment 401(k) Retirement Plan * New employees are...RetirementHourly payFull timeWork at officeImmediate startWork from homeMonday to FridayFlexible hours- ...is a unique financial services organization with a... ...network of brokers and specialists who empower people to... ...advisory and retirement plan services, and payroll... ...consistently provides excellent customer service to external... .... Professional Licenses/Certifications Licensed...RetirementWork experience placement
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