71,386 resumes matching Investment Service Specialist Retirement Services Resume Samples

Investment Service Specialist -Retirement Services

Tampa,Florida

, Current JPMorgan Chase － Tampa , FL Investment Service Specialist , Retirement Services Responsible for accurately reviewing incoming customer requests for...calls monthly , Provided investment options , plan details , and account information to existing and potential retirement and college savings plan clients ...Financial Planning Associate and/or Sr , Investment Counselors , Schedule client meetings for Sr , Investment Counselor including recording in CRM system

Last updated on December 10 2017 Resume Score: 90%

Retirement Investment Solutions Representative

Covington,Kentucky

personalized service , Responsible for retaining assets and enabling participants to achieve retirement goals by delivering personalized guidance as a Rollover Specialist , ... and technical advisors , Oracle Service Award Winner for fiscal year 2001 , 09/1997 to 05/2000 Investment Specialist Charles Schwab － San Francisco , CA...communication skills Excellent time management skills Flexible Experience 03/2009 to 07/2017 Retirement Investment Solutions Representative Fidelity Investments － Covington , KY Partnered with

Last updated on July 14 2017 Resume Score: 70%

Sr. Client Service Manager, Retirement Services

Mechanicsville,Virginia

Work History Sr , Client Service Manager , Retirement Services , 01/2012 to Current Cary Street Partners Investment Advisory LLC – Glen Allen , ...relations and service , compliance , payroll , performance reporting and annual retirement plan client review meetings , Annual Retirement Plan reviews... Virginia Manage and provide superior direct client service to Plan Sponsors and Defined Contribution Retirement Plan Participants Responsible for management of day , to ,

Last updated on December 31 2019 Resume Score: 80%

Retirement Service Specialist

Florissant,Missouri

procedures and regulations , Professional Experience Edward Jones April 2015 Retirement Service Specialist Saint Louis , MO Maintain monitor confidentiality of bank records and client...Provide a high level of customer service and assistance to branch associates and internal departments on a service line with both standard brokerage and individual retirement account (IRA) questions to gain...October 2008 to April 2015 Securities Operations Service Specialist St , Louis , MO Securities Operations Service Specialist 4 (MIddle Office) 2014 , 2015Assist

Last updated on October 14 2015 Resume Score: 85%

Retirement Services District Manager

Braintree,Massachusetts

History Retirement Services District Manager , 09/2016 to Current ADP – Natick , MA Partner with 4 new Payroll District Managers to cross sell retirement plan... and meet with existing payroll clients to sell retirement plan solutions Participate in weekly payroll team meetings to provide education on retirement plan market , capabilities...s Mutual Life Insurance – Springfield , MA Increased sales of qualified retirement plans in southeastern Massachusetts and Rhode Island by 20% year over year for the first three

Last updated on August 31 2017 Resume Score: 70%

Retirement Plan Specialist

Scottsdale,Arizona

implementation Staff leadership and development Sales expertise Retirement Investment Planning Experience 10/2016 to Current Retirement Plan Specialist Charles Schwab － Phoenix , AZ Use a co...creating client , driven solutions , 12/2015 to 05/2016 Investment Specialist Trainee Merrill Edge/Bank of America － Chandler , AZ Responsible for studying... stability , future investment , risk trends , economic influences and other factors affecting investment programs , Reviewed clients'

Last updated on June 11 2017 Resume Score: 60%

Retirement Specialist

New Albany,Ohio

401a , and pehp plans Presenting information regarding retirement planning , investment education , and basic personal finance Administering asset allocation...November 2008 to Current Nationwide Financial Columbus , OH Retirement Specialist Educating public employees on retirement programs , including 457 , 401k ...Summary Diligent and driven Retirement Specialist who has achieved success in a variety of roles with increasing levels of responsibility , An effective communicator and team ,

Last updated on April 21 2014 Resume Score: 80%

Director Member Benefits and Retirement Services

Prosper,Texas

quality Building Service 32BJ Benefit Fund New York , NY Retirement Services Manager 08/2007 to 03/2016 Responsible for overall supervision of the Retirement Counseling Program...Carpenters Benefit Funds New York , NY Director Member Benefits and Retirement Services 04/2016 to 10/2018 Responsible for planning and implementing Plan policies and procedures for...Building Service 32BJ Project support for implementation of Paylocity Payroll and HRM Software at the Carpenters Benefit Funds Staff Development , Implemented the Retirement Counseling

Last updated on February 13 2019 Resume Score: 80%

Retirement Specialist

Milford,New Hampshire

MS Office Team management Customer service Inventory management Experience Fidelity Investments , Merrimack , NH Retirement Specialist 04/2019 , Current Earned...Management Associates Inc , , Merrimack , NH Collections Specialist 04/2017 , 05/2018 Completed skip traces on customers failing respond to collection... , Recognized by management for providing exceptional customer service , Provided excellent service and attention to customers through phone conversations , Answered

Last updated on May 12 2020 Resume Score: 80%

Retirement Pension Specialist

Chicago,Illinois

Quick learner Strong client relations Creative problem solver Data Entry Work History Retirement Pension Specialist , 07/2016 to 12/2016 AON Hewitt – IL Assist retirees with inquiries about...customer service specialist with over 9 years experience in a fast , paced , team , based environment , Qualified customer service repre...details and care of the participants specific plan , Health & Welfare Benefit Specialist , 10/2015 to 02/2016 Aon Hewitt – Hewitt , IL Designated primary

Last updated on January 21 2017 Resume Score: 70%

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