- NFP (New York, NY)
- …at https://careers.nfp.com and search for roles NOT labeled (future). The Client Service Associate supports the Relationship Manager by scheduling and ... Agency award winner and a leading property and casualty broker , benefits consultant, wealth manager, and retirement plan advisor....and initiatives that facilitate the new policy and client service processes. The Client Services Associate must… more
- Wealth Enhancement Group (Naples, FL)
- …visit www.wealthenhancement.com. Our Naples, FL office is looking for a part-time Client Service Associate to develop and manage the new client team, client ... the Reception Area is proper for client visits) Client Service Duties Support financial advisors and their...Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers Responds… more
- Oppenheimer & Co. Inc. (Jericho, NY)
- …Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker -dealer. With roots tracing back to 1881, the Company is ... & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. The RCSA's primary… more
- Jefferies (New York, NY)
- …enthusiastic and able to handle confidential information Experience with financial analysis, management reporting and document management Excellent communication and ... Full Time Salary Range of $100,000 - $120,000. About Us Jefferies Financial Group Inc. (''Jefferies,'' ''we,'' ''us'' or ''our'') is a US-headquartered global… more
- Jefferies (New York, NY)
- …other groups throughout Jefferies. The team is currently seeking an Analyst or Associate to join the New York office. Key Responsibilities: Conduct financial ... attention to detail. Salary Range: $125,000-$200,000 #LI-DNI About Us Jefferies Financial Group Inc. (''Jefferies,'' ''we,'' ''us'' or ''our'') is a US-headquartered… more
- DTCC (Jersey City, NJ)
- …professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We ... Care, and other leaves of absence when needed to support your physical, financial , and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite… more
- The Harrison Rush Group (New York, NY)
- …& strategic advisor focused on relentless innovation & superior analytics for top client service . An Associate will play an integral role on our teams, providing ... public and private capital offerings, insurance-linked security (ILS) offerings and other financial advisory services for our clients. Analysts on the HTCMA team… more
- DTCC (Tampa, FL)
- …professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We ... is one organization composed of ten functions forming the financial backbone of DTCC, leaders who stand at the...you will have in this role: The Global Accounting Associate performs a mix of routine and ad hoc… more
- Greysteel Company LLC (New York, NY)
- …processes uniquely positions Greysteel's advisors to deliver best-in-class client service . Greysteel's advisors create a market for each engagement, spanning ... to leverage Greysteel's collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships… more
- AutoNation (Fort Worth, TX)
- …, phone sales, internet sales, fleet, telemarketer, telemarketing, public relations, broker , finance, financial advisor, retail, truck, trucks, commercial, auto ... do you say? Are you ready to be part of something big? The e-Commerce Sales Associate interacts with hundreds of customers - online, over the phone and in person -… more
- Chubb (Alpharetta, GA)
- …clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, ... underwriting acumen. Role Responsibilities The Production Underwriter will: Oversee the financial performance, including profit, rate, retention, and growth, of the… more
- Chubb (Philadelphia, PA)
- …clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, ... in assigned branches. The Commercial Underwriter will have accountability for the financial performance of the Commercial book of business, achieving growth for the… more
- PIMCO (New York, NY)
- …building relationships, paying attention to details, and have a passion for financial markets and client service . Collaborative: You foster positive ... Wealth Management (GWM) group is to deliver industry-leading experiences for financial intermediaries and their individual investor clients, while making a… more
- DTCC (Jersey City, NJ)
- …professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We ... Care, and other leaves of absence when needed to support your physical, financial , and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite… more
- DTCC (Jersey City, NJ)
- …professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We ... leaves of absence when needed to support your physical, financial , and emotional well-being. DTCC offers a flexible/hybrid model...of the Data Risk Management (DRM) team, the DRM Associate Director will be responsible for overseeing the DRM… more
- DTCC (Tampa, FL)
- …professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We ... leaves of absence when needed to support your physical, financial , and emotional well-being. DTCC offers a flexible/hybrid model...member of the Human Resources Team, the HR Technology Associate Director is responsible for leading the analysis of… more
- Lincoln Financial (Broomall, PA)
- …and service to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln ... Fellow of the Society of Actuaries (FSA) designation or Associate (ASA) with additional years of actuarial experience Ability...volume. What's it like to work here? At Lincoln Financial , we love what we do. We make meaningful… more
- AutoNation (Broadway, VA)
- …sales, internet sales, fleet, manager, telemarketer, telemarketing, public relations, broker , finance, financial advisor, retail, truck, trucks, commercial, ... customer's expectations, and communicating throughout the We'll Buy Your Car process. The Associate will strive to deliver on the "check within an hour" promise of… more
- DTCC (Coppell, TX)
- …professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We ... Care, and other leaves of absence when needed to support your physical, financial , and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite… more
- National Life Group (Montpelier, VT)
- …work in a team environment with strong collaboration and customer service focus. Project leadership experience, including proven experience successfully planning and ... duties as assigned. Preferred Qualifications LOMA certifications, including the Associate , Insurance Regulatory Compliance ("AIRC") designation FINRA Series 7 and… more
