- Fidelity TalentSource LLC (Salt Lake City, UT)
- …the Brokerage Operations Representative is to provide outstanding customer service to Fidelity shareholders by accurately establishing and updating brokerage ... Brokerage Operations Representative Fidelity TalentSource is your destination...helpful and preferred. 1-2 years' experience in a customer service environment or transaction processing. You have an outstanding… more
- Fidelity TalentSource LLC (Westlake, TX)
- Job Description:The RoleThe Brokerage Operations Associate is a member of the Restricted Stock Services team. You will be primarily responsible for assisting our ... detail on transactions from start to finish, while managing multiple work items.The Brokerage Operations Associate will interact with our client s, corporate… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …individual, corporate, and institutional clients through multiple integrated businesses. The Client Service Associate is responsible for providing high level ... well as build and maintain those relationships by providing exceptional client service support. Coordinate client meetings for Custody Officers, and assist in… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …and institutional clients through multiple integrated businesses. The Client Services Associate is responsible for providing high level service delivery ... Investment Advisors, Financial Planners, Managers) to provide exceptional client service and administrative support. Job Responsibilities:Manage multiple time sensitive… more
- Russell Tobin & Associates (Green Bay, WI)
- …Job Description Review new account documents and disclosures submitted for brokerage , direct mutual funds, annuity and life accounts according to established ... procedures and service standards. Ensure customers are identified according CIP/BSA/AML policies...processes, and provide functional training to new colleagues. Education Associate 's Degree or equivalent combination of education and experience… more
- Fidelity TalentSource LLC (Westlake, TX)
- …promise of creating the best customer experiences in financial services. The Team Brokerage Data Engineering team (part of Fidelity Brokerage Technology BU) is ... of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at… more
- Fidelity TalentSource LLC (Westlake, TX)
- …listed equities, options, bonds, and mutual fund transactions daily. The Alternative Investment Service Associate is a critical member of the OSG organization. ... strong relationships while providing a superior level of customer service . In this position, the associate will...The Expertise and Skills You Bring \u00A02+ years of brokerage operations experience or 5+ years related work experience… more
- TradeStation (Plantation, FL)
- #WeAreTradeStationWho We Are:TradeStation is an online brokerage firm seeking to level the playing field for self-directed investors and traders, empowering them to ... skills and ability to effectively partner with other departments to insure proper service . The candidate will need to be detail oriented and will be required… more
- Fidelity TalentSource LLC (Boston, MA)
- …Professionals, and Investment Services as well as cross-company partners in Wealth and Brokerage to establish a new Investment Services operating model in support of ... a key point of escalation for issue resolution & service recoveries for the Private Asset offerings. You will...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Boston, MA)
- …Client Relationship Management (CRM) tool and as a key driver of the associate experience for sales, relationship management, consulting & client service teams. ... capability.The TeamThe CRM Enablement product area sits in the Fund and Brokerage Operations and Technology (FBOT) organization. The CRM Analytics Lead role reports… more
- Fidelity TalentSource LLC (Boston, MA)
- …investment advisors, family offices, and other financial intermediaries to meet their brokerage and banking needs. The FI technology platform is delivered to these ... individuals from a variety of backgrounds, including technology and customer service , to fill assignments across Fidelity's US-based regional and investor center… more
- Fidelity TalentSource LLC (Westlake, TX)
- …or financial applications are preferred with a practical understanding of brokerage applications highly preferred Ability to multi-task and shift priorities in ... We welcome individuals from all backgrounds, including technology and customer service , to fill assignments across Fidelity's US-based regional and investor center… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …or Westlake TX) The Team The Database Administration team supports the Fidelity Brokerage database platform on Db2 on z/OS, Aurora PostgreSQL on AWS and Aerospike ... We welcome individuals from all backgrounds, including technology and customer service , to fill assignments across Fidelity's US-based regional and investor center… more
- Truist (Jupiter, FL)
- …such as opening, closing, general requests for maintenance or service . QUALIFICATIONS Required Qualifications: The requirements listed below are representative ... industry and/or a sales assistant role. 3. Knowledge of securities markets and brokerage accounts. 4. Knowledge of the features and attributes of annuity products.… more
- Truist (Columbia, MD)
- …such as opening, closing, general requests for maintenance or service . QUALIFICATIONS Required Qualifications: The requirements listed below are representative ... equivalent experience and related training. 2. Knowledge of securities markets and brokerage accounts. 3. Knowledge of the features and attributes of annuity… more
- Humana (Columbus, OH)
- …Leadership and Business Development** + Create a value proposition through our operations, service and support model that establishes the Brokerage as a ... is committed to advancing the employment experience and vitality of the associate community. Through offerings anchored in a whole-person view of human well-being,… more
- CHARLESGATE (Boston, MA)
- …our clients. An amazing and unique opportunity to expand your general brokerage business and grow within our New Development Sales business unit. Expectations ... content on your personal social media. + Engage the co- brokerage community to encourage showings and sales, including but...is the only way we can deliver the best service to our clients. Our office culture and work… more
- Wells Fargo (Fond Du Lac, WI)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas ... . **In this role you will:** + Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients… more
- Truist (Houston, TX)
- …such as opening, closing, general requests for maintenance or service . QUALIFICATIONS Required Qualifications: The requirements listed below are representative ... industry and/or a sales assistant role. 4. Knowledge of securities markets and brokerage accounts. 5. Knowledge of the features and attributes of annuity products.… more
- Anywhere Real Estate (New York, NY)
- …boroughs as well as New Jersey. We have an open position for a Leasing Associate at one of our major new development projects in Manhattan. Weekend availability is a ... the Leasing Director daily. + Develop relationships with local brokerage firms to increase outside brokerage activity...Requirements:** + Valid NYS Real Estate Salesperson or NYS Associate Broker License required. + Minimum of 3 years… more
