IRA Services Representative jobs in Orlando, FL
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 - Altamonte Springs, FL
- Fidelity Brokerage Services LLC
-
Orlando, FL
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
- Just Posted
Guest Services Representative
- Nothing Bundt Cakes - Lake Mary
-
Lake, FL
PART_TIME
- TITLE: Guest Service Representative REPORTS TO: Bakery Manager/Lead Operator **Full time and part time available. Day time (9-330pm) and Evening Shifts (3-6:30)**Position Summary: The Nothing Bundt Ca...
- 16 Days Ago
Patient Services Representative
- Aspen Dental
-
Kissimmee, FL
FULL_TIME
- At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive...
- 19 Days Ago
Client Services Representative
- Waterford Lakes Animal Hospital
-
Orlando, FL
FULL_TIME
- Waterford Lakes Animal Hospital is looking for a full-time client service representative with the skills, drive, and desire to take your career to the next step. Qualified candidates will have open av...
- 20 Days Ago
Member Services Representative
- Planet Fitness
-
Casselberry, FL
FULL_TIME
- Job Summary The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective me...
- 20 Days Ago
Guest Services Representative
- Latour Hotels And Resorts Inc
-
Kissimmee, FL
FULL_TIME
- Interested in a workplace that values your contributions? Are you looking for a job that comes with travel benefits? Do you have skills in customer service you're looking to use and grow? LaTour Hotel...
- 22 Days Ago
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0 IRA Services Representative jobs found in Orlando, FL area
Customer Service Rep
- Coastal Community Solutions
-
Winter Garden, FL
- Calling All Superheroes! Are you ready to unleash your incredible customer service powers for the greater good? We're on...
- 4/26/2024 12:00:00 AM
Customer Service Representative
- Onsite Safety, Inc
-
Oviedo, FL
- Job Type Full-time Description The Customer Support Representative ensures that Onsite Safety is the most trusted provid...
- 4/25/2024 12:00:00 AM
Customer Service Representative
- Select Source International
-
Orlando, FL
- Job Description Job Description Job Title: - Customer Service I (Bilingual) Location: - Orlando, FL 32810 Duration: - 12...
- 4/25/2024 12:00:00 AM
Customer Service Representative - Work From Home>
- Healthon
-
Windermere, FL
- [Customer Support / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Both PT & FT Available - As a Customer Servi...
- 4/24/2024 12:00:00 AM
client service representative
- Banfield Pet Hospital
-
Orlando, FL
- The Client Service Coordinator ("CSC") drives the f low of clients and p ets through the hospital, maximizes the product...
- 4/24/2024 12:00:00 AM
Guest Services Rep Part Time-104020
- ESA Management, LLC
-
Orlando, FL
- Requirements KNOWLEDGE, SKILLS, ABILITIES COMPETENCIES Ability to understand and communicate in English proficiently to ...
- 4/23/2024 12:00:00 AM
Licensed Insurance Customer Service Representative
- Harry Levine Insurance
-
Orlando, FL
- Job Description Job Description The Harry Levine Insurance Team is focused on providing a proper, efficient, and painles...
- 4/23/2024 12:00:00 AM
Customer Service Rep
- Lincare Holdings
-
Casselberry, FL
- Job Description work directly with medical professionals and physicians to facilitate patient care advocate for and work...
- 4/22/2024 12:00:00 AM
About Orlando, Florida
Orlando (/ɔːrˈlændoʊ/) is a city in the U.S. state of Florida and the county seat of Orange County. Located in Central Florida, it is the center of the Orlando metropolitan area, which had a population of 2,509,831, according to U.S. Census Bureau figures released in July 2017. These figures make it the 23rd-largest metropolitan area in the United States, the sixth-largest metropolitan area in the Southern United States, and the third-largest metropolitan area in Florida. As of 2015, Orlando had an estimated city-proper population of 280,257, making it the 73rd-largest city in the United State...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$37,733 to $45,908
Orlando, Florida area prices
were up 1.5% from a year ago
were up 1.5% from a year ago