IRA Services Representative, Sr. jobs in Saginaw, MI
IRA Services Representative, Sr. processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)
Recently Added IRA Services Representative, Sr. jobs
Financial Services Representative - Grand Blanc, MI
- Fidelity Brokerage Services LLC
-
Saginaw, MI
FULL_TIME
- Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. What to expect… In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams. Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. Advantages of our career development experience… You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day. The expertise we’re looking for… High energy and enthusiasm with a natural passion for helping people Flexibility and self-motivation Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring Eagerness to learn and build a career in financial services Ability to deliver an outstanding customer experience Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
- 2 Months Ago
Patient Services Representative
- My Community Dental Centers Inc.
-
Saginaw, MI
FULL_TIME
- Overview Patient Services Representative Full-Time Saginaw Wage Range $18-$20 Position SummaryAs a valued member of our team, our Patient Services Representatives (PSRs) play an integral role in creat...
- 21 Days Ago
Patient Services Representative
- GTT, LLC
-
Flint, MI
FULL_TIME
- Patient Services Representative /Phlebotomist Contract Duration 3 Months Job Description: The Patient Services Representative II (PSR II) represents the face of our company to patients who come in, bo...
- 22 Days Ago
Guest Services Representative
- Big Sandy Superstore Mount Pleasant
-
Mount Pleasant, MI
FULL_TIME
- Big Sandy Superstore in Mount Pleasant is looking to add to our Guest Services Team. In this position you will be responsible for tasks which include but are not limited to: * Answering Phones * Proce...
- Just Posted
Visitor Services Representative
- Flint Institute of Arts
-
Flint, MI
PART_TIME
- OVERVIEW The Visitor Services Representative promotes a positive visitor experience by ensuring the safety of visitors, staff, artworks, and facilities. The Visitor Services Representative ensures tha...
- Just Posted
Member Services Representative
- Outdoor Adventures, Inc.
-
Bay, MI
FULL_TIME
- Member Services Representative Full time, seasonal member of our Customer Services team! Who We Are Looking For: Our business thrives on the personalities of our employees as we strive to provide an e...
- 10 Days Ago
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0 IRA Services Representative, Sr. jobs found in Saginaw, MI area
PT Customer Service Representative - Work From Home>
- Time4Learning
-
Midland, MI
- [Customer Support / Fully Remote] - Anywhere in U.S. / Competitive pay / Ability to work east coast hours - As a Custome...
- 4/26/2024 12:00:00 AM
Customer Service Representative
- Shively Diversified Management Services
-
Flint, MI
- Job Description Job Description Do you excel at delivering exceptional customer service? If so, we have a spot on our te...
- 4/25/2024 12:00:00 AM
Customer Service Representative
- Highway and Heavy Parts
-
Saginaw, MI
- Job Description Job Description Do you enjoy a competitive working environment? Building Relationships with Key Accounts...
- 4/24/2024 12:00:00 AM
Customer Service Representative
- David's Bridal, LLC.
-
Saginaw, MI
- BEST. JOB. EVER! Minimal weekday hours required (join for weekends only!) Generous Team Member discount $400 bonus for e...
- 4/24/2024 12:00:00 AM
Customer Service Representative
- Walmart
-
Saginaw, MI
- **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
- 4/24/2024 12:00:00 AM
Customer Service Representative
- Walmart
-
Midland, MI
- **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
- 4/24/2024 12:00:00 AM
FT Customer Service Representative - Work From Home>
- TridentCare
-
Grand Blanc, MI
- [Call Center / Remote] - Anywhere in U.S. / Competitive pay / Medical, dental & vision / 401k - As a Customer Service Re...
- 4/24/2024 12:00:00 AM
CUSTOMER SERVICE REPRESENTATIVE
- Spherion-Midland, Mi
-
Bay City, MI
- Job Description Job Description We are seeking a passionate and customer-focused individual to join our team as a Custom...
- 4/23/2024 12:00:00 AM
About Saginaw, Michigan
Saginaw (/ˈsæɡɪnɔː/) is a city in the U.S. state of Michigan and the seat of Saginaw County. The city of Saginaw and Saginaw County are both located in the area known as Mid-Michigan or Central Michigan. The city of Saginaw is located adjacent to Saginaw Charter Township and is considered part of the Tri-City area, along with neighboring Bay City and Midland. The Saginaw County MSA had a population of 196,542 in 2013. The city is also the largest municipality within the Saginaw, Midland, and Bay City Metropolitan Area.
The city of Saginaw was a thriving lumber town in the 19th century and an i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$44,219 to $51,612
Saginaw, Michigan area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
What does an IRA Services Representative, Sr. do?
IRA Services Representative, Sr. in Grand Forks, ND
Based on our compensation data, the estimated salary potential for IRA Services Representative will increase -18 % over 5 years.
January 10, 2020