- Fidelity TalentSource LLC (Smithfield, RI)
- …for this role (required)Experience with brokerage products and services, brokerage operations, or client service operations including familiarity with ... Job Description:The RoleThe Brokerage Risk team advises Fidelity s dynamic individual...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Westlake, TX)
- …the Financial Services industry.\u00A0 These accounts may include mutual fund and brokerage accounts, as well as retirement and non-retirement accounts for Retail, ... processingEstablishing relationships with numerous teams within Fidelity in order to service our clients while supporting divisional business needs and maintaining a… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …Treasury division \u2018s resiliency/continuity planning. Responsibilities include:Provide outstanding service and support to our diverse customers.Assist defining ... in collaboration with business partners.Ensure continuous compliance with banking and brokerage regulations.Stay abreast of industry trends and new regulations. The… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …are responsible for a team of Client Managers (CMs) that lead the operations and service experience. You and your team's day to day role is primarily focused on ... developing the CM team, assisting with pivotal initiatives to progress the service model and maintain client satisfaction, and developing deep relationships with our… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …for assisting with leading the RSS team members who support clients ( brokerage firms and investment advisors) in selling restricted / control securities for ... This is a small but highly motivated team of professionals delivering excellent service with a keen eye towards regulatory compliance. You will provide supervision,… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …results. The Team The Operations & Services Group (OSG) provides superior customer service to Fidelity s brokerage businesses through innovation, dedication, and ... fast-paced team environment. The Expertise and Skills You Bring8+ years of Brokerage Operations experience required.FINRA Series 7 required; within 90 days of… more
- Capstone Logistics, LLC (Peachtree Corners, GA)
- …Our suite of integrated solutions spans warehouse management, freight brokerage , last--mile delivery, reverse logistics and related payment processing. Capstone ... states and Canada. Our customers are primarily focused in the grocery, food service and retail end markets. SCHEDULE: Monday- Friday, Typical Corporate hours Main… 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 (New York, NY)
- …and Life Insurance licenses are requiredFive or more years of customer service experience in the Financial Services industryBachelor s Degree preferred The Purpose ... of Your RoleYou are providing the highest level of customer service to Fidelity s most sophisticated and highest net worth client. Through frequent communication and… more
- Fidelity TalentSource LLC (Villanova, PA)
- …Purpose of Your Role You are providing the highest level of customer service to Fidelity s most sophisticated and most valued client. Through frequent communication ... consultationsYou have a passion for delivering thoughtful & trustworthy service to clients seeking a personalized high-touch relationshipYour subject matter… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …assetsYou will be an instrumental part of ensuring our shareholders receive the service they expect from FidelityOur banking relationships will rely on your work to ... of financial services and offers investment management, retirement planning, brokerage , human resources, and benefits outsourcing services to individuals and… more
- Fidelity TalentSource LLC (Fairfield, CT)
- …the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring ... informative seminars, lead utilization, and client appreciation. The\u00A0Skills\u00A0You BringAll-encompassing brokerage and mutual fund knowledge and expertise in financial… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …highly collaborative, cross-functional team committed to improving the value of our service offerings across Fidelity Institutional? We are looking for a Senior ... drive the end user experience with your technical competence, initiative, and brokerage knowledge to support our account management effort for Fidelity Institutional… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …Product Development, Marketing, Sales, Consultant Relations, Asset Management, and Client Service functions. The Expertise and Skills You BringBachelor s degree ... in alternatives from a private equity fund, asset manager, prime brokerage /capital introduction group, or top ranked placement agentExperience working with… more
- Fidelity TalentSource LLC (Boston, MA)
- …health and welfare plans, preferably gained in a benefit consulting or brokerage firmUnderstanding of complex business issues and challenges facing clients today and ... including mentoring junior associates and leading teams to facilitate excellent client service . (Note this role may include managing other associates)The Team The… more
- American Honda Motor Co Inc (Torrance, CA)
- …and managing customs clearance through coordination with external Customs Brokerage firms, supporting local content reporting activities, or assisting with ... or conferences Total Rewards:* Competitive base salary* Overtime compensation* Annual Bonus* Associate lease car program with a cost* Industry leading Benefit Plans… more
- Truist (Williamston, NC)
- …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 (Raleigh, NC)
- …Responsible for ensuring the branch operates in a smooth, efficient and orderly manner by providing assistance to Financial Advisors, branch management and other ... branch operations staff by distributing mail, photocopying, filing, faxing, ordering supplies, posting or proofing data, preparing data or word documents and answering the telephone. May also assist directly with client needs such as handling general client… 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
- Penske (Chicago, IL)
- …- Proactively identify, pursue, and maintain a constant pipeline of potential Brokerage customers to meet or exceed established quotas. - Gain and maintain ... accounts to retain existing relationships and grow share of Brokerage business. - Establish relationships with customers with freight...skills required - Valid driver's license - Excellent customer service and phone skills - Ability to learn new… more
