- Rose International (Richmond, VA)
- …based upon a client 's business needs and requirements. ** Administrative Support Specialist Required Education: * High School diploma or equivalent Required ... Hiring Organization: Rose International Position Number: 463657 Job Title: Administrative Support Specialist Job Location: Richmond, VA, USA, 23224 Work… more
- Motion Recruitment Partners (St. Louis, MO)
- Series 7 Brokerage Customer Service Specialist St Louis, Missouri **Hybrid** Contract $29.11/hr - $32.8/hr Outstanding long-term contract opportunity! A ... Financial Services Company is looking for a Customer Service Specialist in St Louis, MO (Hybrid). Work with the...their needs known in advance. **Posted by:** Chris Clark **Specialization:** Customer Support / Call Center / Client… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …dust, noise, temperature, and the like. + Extended viewing of CRT screen. #LI-JS1 Brokerage & Insurance Support Specialist LOCATION -- Cincinnati, Ohio 45202 ... banking at Fifth Third Bank. GENERAL FUNCTION: The Product Support Specialist supports the FTS Product Manager...+ Serve as a resource to the field for client service questions on product set noted above. +… more
- Motion Recruitment Partners (Irving, TX)
- …in financial services, administrative support , underwriting, quality assurance, brokerage operations, client account supervision, risk, and compliance. ... Brokerage Customer Service Specialist Irving, TX...their needs known in advance. **Posted by:** Chris Clark **Specialization:** Customer Support / Call Center / Client… more
- Truist (Richmond, VA)
- …location is 1001 Semmes Avenue, Richmond, Virginia. Responsible for transitioning brokerage accounts to managed accounts and performing maintenance of managed ... documentation for appropriateness. Assist the financial advisors and other client facing staff with inquiries and processing-related activities. ESSENTIAL DUTIES… more
- Jimcor Agency Inc. (Blue Bell, PA)
- …terms & pricing + Provide comparisons and illustrations to compare options and support client presentation process + Utilizes knowledge of automated systems to ... Job Summary: This position is focused on generating opportunities, client relationships and professional lines brokerage placements. Creates relationships with… more
- Truist (Richmond, VA)
- …The location is 1001 Semmes Avenue, Richmond, Virginia. Ensure that all brokerage accounts are opened and maintained accurately, including the review and cataloging ... mentioned below. Specific activities may change from time to time. 1. Update client and account information within firm applications while maintaining a high degree… more
- Randstad US (Irving, TX)
- …experience + Microsoft Products + Excellent verbal/ written communication Skills Skills + brokerage + client support + Series 7 License Qualifications ... brokerage client assistant. + irving ,... brokerage client assistant. + irving , texas + posted...Services Company and they are hiring a Customer Service Specialist to work in their Irving, TX location. If… more
- Henderson Brothers Inc. (Pittsburgh, PA)
- POSITION SNAPSHOT + Title: Client Support Specialist + Department: Group Benefits + Location: Pittsburgh, PA + Responsibilities: account management of large ... holidays POSITION DETAILS Expect your typical day as a Client Service Specialist in our Group Benefits...ABOUT US Henderson Brothers is a fourth-generation, family-owned insurance brokerage firm that emphasizes doing what is right for… more
- HUB International (St. Paul, MN)
- …to assist you along your career development path. As a **Commercial Lines Client Account Specialist ** , you will provide professional, courteous account ... management and brokerage services to assigned clients, having the primary responsibility...developing relationships with others **Your job responsibilities as a Client Account Specialist :** + Serve as the… more
- Vanguard (Malvern, PA)
- …that help them to achieve their investment goals. Not only does the self-directed client base rely on the Retail Brokerage Platform, Vanguard's advice technology ... Job Description + Vanguard has a Senior Solutions Architect/ Brokerage Platform opportunity with our Personal Investor Technology...and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the… more
- Wells Fargo (Orlando, FL)
- **About this role:** Wells Fargo is seeking a Divisional Governance Specialist in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... Control, Risk Management Consulting, Property or Casualty Insurance, Insurance Brokerage experience, or equivalent demonstrated through one or a combination… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half, is excited to partner with an outstanding company in search of a Client Services Specialist . This role presents an exceptional opportunity to join a ... the chance to make a meaningful impact while advancing your career in client services. Key Responsibilities: + Provide top-notch client relationship management… more
- Charles Schwab (Carmel Valley Village, CA)
- …us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your ... Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7...maintain good cross-enterprise working relationships + Basic understanding of brokerage regulations and rules that govern client … more
- WTW (Hartford, CT)
- **The Surety Client Services Specialist performs the essential functions related to the servicing and retention of commercial surety accounts. These associates ... responsibilities are carried out in conjunction with the producers, support staff, and other counterparts within our Surety Practice....are not limited to:** + Ability to place new client business with markets and establish client 's… more
- Guardian Life (Pittsfield, MA)
- …self-motivated individual to join our Client Outreach team. As a Senior Client Outreach Specialist , you will partner with Guardian General Agencies to help ... clients. You will also work to test our new client retention and lead generation efforts! **You are** +...sales and planning opportunities + Deliver high level of support to clients and prospects + Collaborate with General… more
- HUB International (Midlothian, VA)
- …are passionate about our talent. We currently have an opportunity for a ** Client Relationship Manager** to join our **Employee Benefits** team in our **Midlothian, ... The selected individual will be responsible for assisting the Producer with client relations and service, sales, and administrative activities of new and existing… more
- JPMorgan Chase (Westerville, OH)
- …while maintaining a strong commitment to diversity and inclusion. As a New Client Development Professional in JP Morgan Wealth Management, you will spend your day ... providing an exceptional client experience by understanding and addressing client ...experience + 2 years of relevant financial services or brokerage relationship building experience **Additional information:** + Must be… more
- Equitable (Charlotte, NC)
- …providing "go-to" practice support for our FPs. The Investment Product Sales Specialist is an influential part of the Broker Dealer and RIA sales, responsible ... Investment Product Sales Specialist (Remote Possible) ( 230000Z3 ) **Primary Location**...in conferences and other events + Products and service support (advisory and brokerage accounts - including… more
- Charles Schwab (Omaha, NE)
- …employee benefits, Third Party Administrators (TPA's) and/or Recordkeeping services. + Client Service experience within the retirement and/or brokerage industry. ... Choice Investment Services (PCIS) helps companies, and their employees manage brokerage -related products and services in their retirement plans. PCIS is growing… more
