IRA Services Representative jobs in Maine
IRA Services Representative processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed. (Copyright 2024 Salary.com)
Recently Added IRA Services Representative jobs
Financial Services Representative - Portland, ME
- Fidelity Brokerage Services LLC
-
, ME
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
Collections Representative
- Spurwink Services
-
Portland, ME
FULL_TIME
- Spurwink's Finance department seeks an experienced Collections Representative to follow up on denials and outstanding accounts receivable for the agency. Including outstanding Medicare and third-party...
- 8 Days Ago
Collections Representative
- Spurwink Services
-
Portland, ME
FULL_TIME
- Spurwink's Finance department seeks an experienced Collections Representative to follow up on denials and outstanding accounts receivable for the agency. Including outstanding Medicare and third-party...
- 8 Days Ago
Member Services Representative
- Maine State Credit Union
-
Waterville, ME
OTHER
- Why Maine State Credit Union? At Maine State Credit Union, we are devoted to improving our members' financial lives, not just the bottom line. When you visit our lobbies in Augusta, Gray, Rockland or ...
- 17 Days Ago
Member Services Representative (Opener)
- Planet Fitness - Portland ME Group
-
Augusta, ME
FULL_TIME
- Benefits: Flexible schedule Health insurance Paid time off Training & development Are you interested in fitness and wellness? Join our team at Planet Fitness! Help us provide a superior level of custo...
- 18 Days Ago
Financial Services Representative
- Maine State Credit Union
-
Augusta, ME
FULL_TIME
- Why Maine State Credit Union? At Maine State Credit Union, we are devoted to improving our members' financial lives, not just the bottom line. When you visit our lobbies in Augusta, Rockland, Watervil...
- 20 Days Ago
IRA Services Representative jobs at Popular Companies
Customer Service Representative
- Manpower
-
Chatsworth, CA
- Our client, Aerospace Company, is seeking an Customer Service Rep to join their team. As a Customer Service Rep, you wil...
- 4/26/2024 12:00:00 AM
Customer Service Rep
- Pop-A-Shot
-
Peoria, IL
- Customer Service Rep Description **2022 Customer Service Representative Job Description & Goals** **Job Description:** T...
- 4/26/2024 12:00:00 AM
Customer Service Rep
- BRETT C WEBSTER
-
Sacramento, CA
- Job Description Job Description Customer service representative and account manager, responsible for working with team t...
- 4/26/2024 12:00:00 AM
Customer Service Rep
- Community Choice Financial Family of Brands
-
Kansas City, MO
- Overview: As a Customer Service Representative (“CSR”), you will use your love for business, people, and the community c...
- 4/24/2024 12:00:00 AM
Customer Service Rep
- Sonora Quest
-
Phoenix, AZ
- Primary City/State: Phoenix, Arizona Department Name: Billing Customer Service Work Shift: Day Job Category: Revenue Cyc...
- 4/24/2024 12:00:00 AM
Customer Service Rep>
- Raven Ridge
-
Salem, NH
- Raven Ridge - JobID: 100-136089500 [Customer Service Representative] As a Customer Service Representative at Raven Ridge...
- 4/24/2024 12:00:00 AM
Customer Service Rep
- EPIMED International, Inc.
-
Dallas, TX
- **Job Title** Customer Service Representative **Company** Epimed **Location** Dallas, TX **Industries** Medical Devices ...
- 4/24/2024 12:00:00 AM
Member Services Rep
- Financial Additions, Inc.
-
Irving, TX
- Financial Additions is assisting a leading healthcare provider in search of a Member Service Representative Position wil...
- 4/22/2024 12:00:00 AM
About Maine
To the south and east is the Atlantic Ocean and to the north and northeast is New Brunswick, a province of Canada. The Canadian province of Quebec is to the northwest. Maine is both the northernmost state in New England and the largest, accounting for almost half of the region's entire land area. Maine is the only state in the continental US to border only one other American state (New Hampshire to the South and West).
Maine is the easternmost state in the United States in both its extreme points and its geographic center. The town of Lubec is the easternmost organized settlement in the United...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$38,687 to $47,069