- Fulton Bank (Bethlehem, PA)
- …account transfers, beneficiary designations, and other maintenance requests. Processes client transactions, such as trades, deposits, and withdrawals, while ensuring ... information and other requests. Collaborates with Financial Advisor(s) to prepare client meetings and presentations, including gathering relevant data and creating… more
- NEWMARK (Houston, TX)
- …a team of sales professionals. Maintain confidentiality of Sales, Marketing, Client , and proprietary information and data in all communications. Position requires ... Responsibilities Essential Job Duties: Maintain NMRK brand, product, office, and client messaging and consistency by applying templates to produce marketing… more
- Amwins Group, Inc. (Kansas City, MO)
- …and the cycle will perpetuate. Learn more about us at amwins.com. Join our Amwins Brokerage team in Kansas City, MO as a Brokerage Assistant! This position is ... None of our positions are commission based or involve cold calling. Each Brokerage Assistant provides vital team functions: Provide assistance to associate … more
- LPL Financial Holdings, Inc. (Troy, MI)
- …work with multiple internal departments at a growing company. Responsibilities: Client Service Functions Daily direct communication with advisors and clients while ... Management, Transfers, Account Maintenance, Trade Orders) Research complex situations, set client expectations, and define the actions necessary to resolve inquiries… more
- Interactive Brokers (Greenwich, CT)
- …innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services ... Interactive Brokers is looking to hire a temporary Compliance/Legal Associate for a six-month assignment in our Greenwich, CT...a six-month assignment in our Greenwich, CT office. The associate will work on various Compliance and Legal projects,… more
- Advisor Employee Services (Winter Garden, FL)
- Client Operations Associate Client Operations Associate Job Description I.MISSION The Client Operations Associate at The Lifewealth Group is a ... account opening /funding, client service and portfolio administration. The Client Operations Associate requires good time management skills and must… more
- Willis Towers Watson (Chicago, IL)
- Job Description As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. ... life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure… more
- Goldman Sachs, Inc. (Irving, TX)
- …and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. ... financial lives. Responsibilities and Qualifications Your Impact We are seeking a Client Onboarding New Account Approver professional to join the Goldman Sachs… more
- Clear Street (New York, NY)
- …system designed for today's complex global markets. Clear Street's proprietary prime brokerage platform adds significant efficiency to the market, while focusing on ... coordination with custodians, counterparties, and internal stakeholders The Role: The Associate Director will assist with the day-to-day processing of Fixed Income… more
- Ryan Specialty (Richmond, VA)
- …The Associate Broker is responsible for ensuring the quality and efficiency of brokerage and delivering client service under the guidance of the broker. The ... broker, weaving together technical insurance jargon with clear and concise client -friendly language. *Reviews, analyzes, and underwrites risks, rates submissions for… more
- Risk Strategies (Boston, MA)
- …Assistant Account Manager supports the account management team in managing client accounts and ensuring exceptional service delivery. This role involves assisting ... in client communications, coordinating project timelines, and gathering data to...Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and… more
- EPIC Brokers (Mount Laurel, NJ)
- … Advisor and Client Executive with account service and client relationships Supervisory Responsibilities: Potential to supervise Associate Brokers, Account ... Greyling Insurance Brokerage & Risk Consulting, a division of EPIC,...including completing ad hoc projects as needed, responding to client questions, providing insurance program design and risk-related consulting… more
- Gallagher (Glendale, CA)
- …problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless ... to address opportunities and threats using comprehensive knowledge of the client 's industry and related risks, emerging market trends, competitor analysis, data… more
- Marcus & Millichap (Los Angeles, CA)
- …day in the life of our Agents often includes: New business development via client outreach including cold calls (60+ calls per day), meetings and attendance at ... Marketing exclusive property listings to qualified buyers Prospecting new client relationships, and networking with other industry professionals Negotiating… more
- eTeam, Inc. (Jersey City, NJ)
- Job Title : Deposit Operations Associate Location : Jersey City NJ (Onsite) Duration : 6 Months Contract Role is not Hybrid and will require in office attendance 5 ... supports our branch network. It will have a targeted Client in the check and securities products that support...and securities products that support the bank & retail brokerage franchise and will interact with different cross groups… more
- Fay Servicing (Cincinnati, OH)
- …in Tampa, Florida, Genstone goes beyond the role of a "traditional brokerage " with a commitment to delivering innovative real estate services to consumers ... a high level of integrity throughout the loan process. Qualifications include: Associate 's Degree required; Bachelor's Degree in Business or Finance preferred Active… more
- Winged Keel Group (New York, NY)
- Firm Summary: Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and ... industry publications and management of articles published by the Principals and Client Relationship Managers of the firm. Ensure consistent branding and messaging… more
- First Horizon (Bradenton, FL)
- …needs and "handing off" the processing of these applications to the appropriate associate . Client experience Research and resolve problems and respond to ... both teller and platform support as needed to keep client wait times to a minimum and to provide...banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services.… more
- Burns & Wilcox (Charlotte, NC)
- …and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, ... as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management Monitor key metrics to formulate… more
- First Horizon (Chattanooga, TN)
- …culture. Promote a positive work culture by increasing and supporting associate engagement. Represent the company in a professional manner, including being ... Establish and nurture relationships with key clients and partners to expand the client base. Proactively collaborate with and refer to key line of business partners… more
