- Manulife (Boston, MA)
- …Winning Team today. **Working Arrangement** Hybrid **Job Description** The Life Brokerage Agreements Representative administers contracting and assists the ... We are a leading financial services provider committed to making decisions easier and...directly and in conjunction with National Accounts to contract brokerage distributors, including but not limited to, making sure… more
- TEKsystems (Salt Lake City, UT)
- …to join a Financial Service Company in Salt Lake City as the Customer Brokerage Representative 6 Month Contract to start Schedule: Hybrid Schedule 5 days in ... in Customer Service . Skills: Series 7, customer service , brokerage operations, call center. About TEKsystems:...and Asia. As an industry leader in Full-Stack Technology Services , Talent Services , and real-world application, we… more
- Truist (Atlanta, GA)
- …Chancellor Drive, Orlando, FL 214 Tryon, Charlotte, NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) ... not mentioned below. Specific activities may change from time to time. 1. Provide service support via phone to self-directed brokerage clients as well as… more
- Ryder System (Franklin, TN)
- …Policy by clicking HERE. (https://ryder.com/job-applicant-privacy-policy)_ **Summary** The Carrier Sales Representative for DTS Brokerage will be responsible for ... Development Managers as needed to build a network of service providers that allows them the ability to foster...company with external constituents + Represent Ryder Shipment Management Services in a professional manner to internal and external… more
- Truist (Richmond, VA)
- …job description:** Serve as a specialized business risk advisor for Wealth Brokerage and primary escalation point for risk, compliance and supervisory issues ... impacting Wealth Brokerage . Engage with Wealth Brokerage leadership in...needed. **Qualifications** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- Penske (Chicago, IL)
- …and development of business opportunities at the enterprise level across all Penske Logistics Brokerage services . This position will be expected to perform to an ... **Position Summary:** The Director of Sales of Brokerage is responsible for leading the sales effort...geographic locations, new industries, or with additional products and services . * Work with sellers to gain and maintain… 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 ... calling, networking, attending tradeshows, and social media. - Explain products or services and prices, and answer questions from customers. - Design Solutions, that… more
- Truist (Orlando, FL)
- …needs, such as opening, closing, general requests for maintenance or service . QUALIFICATIONS Required Qualifications: The requirements listed below are ... representative of the knowledge, skill and/or ability required. Reasonable...sales assistant role. 3. Knowledge of securities markets and brokerage accounts. 4. Knowledge of the features and attributes… more
- Watco Companies LLC (Little Rock, AR)
- …Branch Manager of Highway Logistics will be responsible for the sales and operations of Brokerage Services . It will be critical for this leader to develop a ... objectives + Develop high functioning teams by focusing on service , team morale, teamwork, and a positive culture +...perform each essential duty. The requirements listed below are representative of the knowledge, skill, and/or ability required: +… more
- Guardian Life (Pittsfield, MA)
- …who will be responsible for performing suitability reviews for life, annuities, brokerage and advisory products and oversight through testing of the tasks completed ... + 401(k) retirement plan with a company match, plus an annual age/ service -based Company contribution and an annual profit-sharing contribution, if applicable +… more
- Truist (Atlanta, GA)
- …needed. **Qualifications** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable ... years of banking or relevant experience 3. 12 years of financial services compliance, risk or supervisory experience 4. Regulatory credentials: FINRA registrations… more
- Truist (Raleigh, NC)
- …projects. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable ... accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High school diploma or equivalent education and related training. 2. Excellent verbal and written communication skills. 3. Ability to use office equipment… more
- Truist (Nashville, TN)
- …analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and ... services as appropriate. 3. Assist clients with trades, requests...including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for and… more
- Ally (Lansing, MI)
- …FL, Lewisville - TX, Weaverville - NC The Ally Invest Trading and Client Service Representative is responsible for providing exceptional customer service to ... candidate will have 1-5 years' experience with proven experience in the Financial Brokerage Services industry. **The Work Itself** Candidates cannot reside in… more
- Bank of America (Lincoln, RI)
- …is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... Life Services Financial Services Representative ...include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on… more
- World Insurance Associates, LLC. (New York, NY)
- …employee benefits solutions. You can learn more by visiting eb.worldinsurnace.com SR. CLIENT SERVICE REPRESENTATIVE , EMPLOYEE BENEFITS As a Client Service ... firms in the United States offering top products and services from major providers, combined with attentive service...and welfare plans, ideally gained in a benefit carrier service center and/or consulting/ brokerage firm + Strong… more
- Humana (Austin, TX)
- …of our caring community and help us put health first** The Group Sales Representative works with agents and consultants to sell Ancillary Group insurance products to ... MSA's: Austin, San Antonio, Dallas-Fort Worth, Houston. The **Group Sales Representative ** is responsible for discovering, developing and maintaining benefits … more
- Humana (Sacramento, CA)
- …our caring community and help us put health first** The Group Sales Representative works with brokers, agents and consultants as an Ancillary Group insurance product ... and existing accounts with 50+ eligible employees. The **Group Sales Representative ** is responsible for discovering, developing and maintaining benefits … more
- Randstad US (Scottsdale, AZ)
- financial services representative . + scottsdale , arizona + posted 9 days ago **job details** summary + $20 - $23 per hour + temp to perm + high school + ... Position Overview: Join our dynamic team as a Financial Services Representative , where you will be at...you will be at the forefront of providing outstanding service to our valued clients. In this role, you… more
- Morgan Stanley (NY)
- …its workforce (M/F/Disability/Vet). **Job:** **Fund Services * **Title:** *Fund Services -Investor Services Representative Associate* **Location:** *New ... *Fund Services * This wholly owned subsidiary of Morgan Stanley...moves it as directed by clients to custody, prime brokerage and trading accounts, processes the distribution of monthly… more