Financial Services Representative

About the RoleWe are seeking a skilled Financial Services Representative to join our team. In this role, you will educate and assist customers by answering inbound phone inquiries about their retirement accounts.Main Responsibilities:Correspond with customers via inbound and outbound phone calls or additional channels and provide quality customer...

About the JobIn this role, you will be responsible for educating and assisting 401K participants, answering inbound phone inquiries about their retirement accounts, and helping them prepare for retirement.This involves providing quality customer service, handling complex product calls, emails, or chats, and resolving situations real-time while building...

About the Role">We are seeking a Financial Services Representative to join our team at Edward Jones. As a representative, you will play a critical role in helping clients achieve their long-term financial goals.">Key Responsibilities:">">Building and maintaining strong relationships with clients">Providing exceptional customer service">Assisting clients in...

As a Financial Services Operations Specialist with Farm Bureau Financial Services, you will partner with Registered Representatives and Investment Advisor Representatives to support their business growth. This role is also a registered principal, overseeing operational and trading activities.The key responsibilities of this position include:Responding to...

Financial Services Opportunity">We are seeking a talented Financial Services Representative to join our team at Collabera, a global digital solutions company. As a key member of our team, you will be responsible for reviewing loan documents, reconciling fees, and communicating with internal partners to ensure accurate and timely loan closures.Key...

We're seeking an experienced Financial Services Operations Specialist to join our Wealth Management team. As a key player in driving business growth, you will partner with Agent Registered Representatives and Investment Advisor Representatives to help them succeed.Key responsibilities include:Providing exceptional support to Registered Representatives and...

PMA Financial Network OverviewPMA Financial Network has been a leading provider of financial services to the public sector, insurance industry, and other institutional markets since 1984. Our company is dedicated to exceeding client expectations through our growth-focused approach, backed by private equity investment.We operate as a family of three...

About the Opportunity:The Financial Services Specialist will be responsible for supporting the lifecycle of investments, from transaction processing to reporting. This role requires a strong understanding of financial services and investment-related terminology. The ideal candidate will have 2+ years of experience in investment/mutual fund operations or a...

About the RoleWe are seeking a highly skilled Financial Services Specialist to join our Iowa Investment Services team. As a key member of our team, you will be responsible for sales and marketing efforts of PMA products and services, including Local Government Investment Pools (ISJIT and IPAIT) and Separately Managed Accounts, for local government clients...

As an Associate, Investment Support at Principal Financial Group, you will play a critical role in supporting the lifecycle of investments. This is a dynamic role that requires a strong client service orientation, the ability to work in a deadline-driven, team-based environment, and the ability to produce accurate and timely information with minimal...

About Principal Financial GroupWe're a purpose-led company operating at the intersection of financial services and technology. Our mission is to make financial security accessible to all.The OpportunityThis role offers the ability to work in-office, hybrid (blending both office and remote work in a typical workweek), or remotely. You'll work with your leader...

About the Role:We are seeking an experienced Loan Servicing Representative to join our team. The successful candidate will have prior experience in a Loan Representative, Loan Processor, or Loan Documentation Role.

About the Job">We are seeking a highly skilled and experienced Branch Office Administrator to join our team. As a key member of our branch team, you will play a critical role in delivering exceptional client service and helping our clients achieve their long-term financial goals.">Key Responsibilities">Develop and implement effective marketing strategies to...

About Our AgencyBronson Kinkade Consulting is a rapidly expanding agency that offers exceptional opportunities for experienced agents to join our team.We pride ourselves on providing in-bound leads, fully remote work arrangements, superior products, automated scheduling, comprehensive health coverage, generous bonuses, and exclusive incentive trips.Our...

Overview:New York Life Des Moines GO is a Fortune 100 company with a long history of doing good, helping generations of Americans protect their families and attain their financial goals. We have been in business for over 175 years, building trust and stability in the industry.

Job DescriptionCollabera is seeking a loan servicing representative to join their team. This role involves supporting loan servicing operations, identifying process improvements, and communicating with client personnel.The ideal candidate will have a background in financial services and excellent communication skills. You should also have at least 2 years of...

About the RoleCollabera is a global digital solutions company providing software engineering solutions for top tech-forward organizations. We are seeking a skilled Financial Services Specialist to join our team in Des Moines, IA.Responsibilities:Assist with research, review, and fee reconciliation of loans.Work closely with other agents and loan servicers to...

Collabera is a Global Digital Solutions Company providing Software Engineering Solutions for the world's most tech-forward organizations in the areas of Engineering, Cloud and Data/AI. Our roots serve the engineering needs of the world's most recognized businesses in Technology, Financial Services, Telecom and Healthcare.We are currently seeking a Loan...

About the JobCetera Financial Group is currently seeking an Operations Career Advancement Representative to join our team. This role will provide day-to-day operational support to internal and external Broker/Dealer customers.You will learn about our business and develop expertise in Broker/Dealer operations, processing, and service as a stepping stone for...

About the Role:This is an exciting opportunity to work in the financial services industry as a Loan Servicing Representative. In this role, you will be responsible for assisting with the research, review, and fee reconciliation of loans. You will also be part of the review team that checks physical loan documents received by mail before the loan is closed...