IRA Services Representative jobs in Winston Salem, NC
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 - Mission Viejo, CA
- Fidelity Brokerage Services LLC
-
Puerta Real, NC
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 The base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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
- Aspen Dental
-
Mount Airy, NC
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...
- 27 Days Ago
Sales Representative
- U.S. Cellular - Authorized Agent ProCom Services
-
Stuart, VA
FULL_TIME
- Job Description Are you looking to work in an environment which respects and values your passion and commitment to the customer? How about working in an industry that is quite literally changing the w...
- Just Posted
Sales Representative
- U.S. Cellular - Authorized Agent ProCom Services
-
Galax, VA
FULL_TIME
- Job Description Are you looking to work in an environment which respects and values your passion and commitment to the customer? How about working in an industry that is quite literally changing the w...
- 1 Month Ago
Insurance Representative Property and Casualty
- Long Insurance Services
-
Kernersville, NC
FULL_TIME
- Long Insurance Services is hiring! We’re looking for a Full-Time Licensed Insurance Client Service Representative to join our team! As a valued member of our staff, you will be focused on assisting cu...
- 19 Days Ago
Sales Account Representative
- Legacy Services Financial
-
Salem, NC
FULL_TIME
- Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Stock options plan Training & development Vision insurance At Legac...
- 7 Days Ago
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0 IRA Services Representative jobs found in Winston Salem, NC area
Customer Service Rep (PM Shift)
- Auroraproservices
-
Greensboro, NC
- Being in the **Customer Service Representative** position at Aurora Pro Services means your voice is the face of our com...
- 4/26/2024 12:00:00 AM
Flexible and Remote- Client Service Rep
- Global Elite
-
Greensboro, NC
- Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects your ambitions? Here's yo...
- 4/25/2024 12:00:00 AM
Customer Service Rep Specialist
- Genuine Parts Company
-
Kernersville, NC
- SUMMARY: Under general supervision, the Customer Support Specialist provides pre- and post-sales technical expertise to ...
- 4/24/2024 12:00:00 AM
Customer Service Representative - Work From Home>
- Healthon
-
Clemmons, NC
- [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
Customer Service Representative - Work From Home>
- Healthon
-
Greensboro, NC
- [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
Customer Service Representative
- Walmart
-
Winston Salem, NC
- **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
- Prime Time Event Marketing
-
Winston-Salem, NC
- Job Description Job Description Join Our Winning Team Are you a business-minded individual with a passion for sales and ...
- 4/23/2024 12:00:00 AM
Customer Service Representative
- Novant Health
-
Winston Salem, NC
- Overview: The Revenue Cycle Services (RCS) is a centralized billing office supporting all Novant Health Medical Group (N...
- 4/23/2024 12:00:00 AM
About Winston Salem, North Carolina
Winston-Salem is a city in and the county seat of Forsyth County, North Carolina, United States. With a 2019 estimated population of 251,907 it is the second largest municipality in the Piedmont Triad region, the fifth most populous city in North Carolina, and the eighty-ninth most populous city in the United States. With a metropolitan population of 676,673 it is the fourth largest metropolitan area in North Carolina and is expected to keep that fourth spot for many more years. Winston-Salem is home to the tallest office building in the region, 100 North Main Street, formerly the Wachovia Bui...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$37,335 to $45,424
Winston Salem, North Carolina area prices
were up 1.5% from a year ago
were up 1.5% from a year ago