Brokerage Service Representative Jobs in Phoenix, Arizona

28 jobs

Job ID: 20150129-256 Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm an...

Interested in working in a Customer Service Representative position in Phoenix, AZ with a dynamic and growing company? In this role our client is a fortune 500 company with room for growth and stability. We are looking for someone who is smart, dependable, driven and have a strong interest in Customer Service. ESSENTIAL DUTIES AND RESPONSIBILITIES • Receive inbound calls from Advisors and client...

Wealth Management Client Services (WMCS), is a 24/7, 365-day, inbound client contact center providing service to Wealth Management clients through a tri-site strategy in Hopewell NJ, Jacksonville FL and Tempe AZ. The organization consists of skilled service associates handling approximately 3.1 million calls annually from clients, financial advisors and branch office personnel related to Credit Ca...

Client Solutions Associates will provide service support for all brokerage and banking account products and service features through inbound calls from Advisory clients, and FAC and MLD clients regarding technical matters. The Associates are required to have a broad knowledge of the financial industry and an understanding of company's brokerage product, services and technology. May be required to ...

Provides services to the public by responding to a wide variety of human service and customer service issues, including coordination of programs, difficult and sensitive citizen inquiries, requests for services and complaints in the Community Services Division. This Human Services Rep position will be primarily clerical. The ideal candidate will have experience with Microsoft Word and Excel and be...

We are currently seeking outgoing, motivated individuals for a full time position within our offices in Phoenix and Prescott, both. Candidate must be goal oriented, confident and display strong interpersonal and communication skills. The ideal candidate will have the following skills and traits: · Attention to detail, precision and accountability · General Securities representative (Series 7 Pr...

Job ID: 0410-22899 Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and ...

Job ID: 0417-22984 Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and ...

Job ID: 20150310-758 Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm an...

Job ID: 1215-21226 Description: We believe that,when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and t...

About The Company Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas - life insurance, annuities, retirement plan services, and group protection - our business is built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes. Led by ov...

About The Company Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas - life insurance, annuities, retirement plan services, and group protection - our business is built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes. Led by ov...

Vanguard, one of the world's largest investment management companies and a recognized employer of choice, seeks a Financial Investment Representative to manage/coordinate all non-web interactions of clients in assigned portfolio. You will broaden communication with clients in order to identify opportunities related to additional investment needs and providing guidance/advice. Your Primary Duties ...

Job ID: 20150413-1291 Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm a...

Job ID: 20150129-258 Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm an...

Job ID: 0203-21709 Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and ...

Job ID: 1218-21347 Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and ...

Job ID: 20150323-956 Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm an...

Description Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, includingone-on-one investme...

Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance,...