- Fulton Bank (Bethlehem, PA)
- …Responsible for the daily administrative operations for assigned Financial Advisor(s). Serves as first point of contact to service a high volume of daily ... interactions, including basic inquiries, providing quotes and scheduling of meetings with prospective and existing clients on the phone, in-person, virtually and through mailings. Onboards new clients while ensuring all required documentation is complete and… more
- NEWMARK (Houston, TX)
- …or General Education Degree (GED) required, & 2 years work related experience. Associate 's degree or Bachelor's degree in Marketing and Graphic Design a preferred. ... Minimum 2 years related work experience to include Real Estate Brokerage or Sales and Marketing Advanced Microsoft Office Suite, PowerPoint, Excel and Internet… 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
- Amwins Group, Inc. (Dallas, TX)
- …Environmental Brokerage Teams. Learn more about us at amwins.com. Join our Amwins Brokerage team in Dallas, TX as an Associate Broker! This position is ... placing specialty insurance feel like an uphill battle. Amwins Brokerage is adept at navigating complex, layered and niche...will perpetuate. Our Dallas team is looking for an Associate Broker to join one of our top Energy… more
- Interactive Brokers (Greenwich, CT)
- …cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, ... 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
- Amwins Group, Inc. (Tampa, FL)
- …and the cycle will perpetuate. Learn more about us at amwins.com. Join our Amwins Brokerage team in Tampa, FL as an Associate Broker! This position is in-office. ... of our positions are commission based or involve cold calling. Each Associate Broker provides vital team functions: Review submission information required to issue… more
- Oppenheimer & Co. Inc. (New York, NY)
- …of activities in the financial services industry, including retail securities brokerage , institutional sales and trading, investment banking (both corporate and ... & Co. Inc., a leading investment bank, is currently seeking an equity research associate to support the P&C Insurance franchise. The position is located in NYC. Our… more
- LPL Financial Holdings, Inc. (Troy, MI)
- …broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage , and investment advisor services. Why LPL? Innovative Environment: We ... foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified… 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. ... 5+ years' experience in professional services, ideally gained in a benefit consulting/ brokerage firm or health underwriting / actuarial function of an insurance… more
- Goldman Sachs, Inc. (Irving, TX)
- …previous broker-dealer and/or clearing firm experience in a financial service brokerage environment. Additionally, the candidate will be challenged to review and ... account opening requirements while making critical thinking decisions in a fast-paced brokerage environment Work closely with GSWS Advisor teams ensuring all client… more
- Ryan Specialty (Richmond, VA)
- Position Summary The Associate Broker is responsible for ensuring the quality and efficiency of brokerage and delivering client service under the guidance of the ... or Risk Management preferred. *1 year of work experience in Wholesale brokerage , Commercial insurance coverages, Sales or Underwriting is preferred. Any other… 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
- Redfin (Denver, CO)
- …looking to grow your skills, or an experienced agent wanting more flexibility? Our Associate Agent role lets you work with customers on your schedule and make money ... to redefine real estate in the consumer's favor. As a full-service brokerage and #1 nationwide brokerage site in the US, we combine our own technology and real… more
- Risk Strategies (Boston, MA)
- …CRM software Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement ... for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and… 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 key part of ... account opening /funding, client service and portfolio administration. The Client Operations Associate requires good time management skills and must be flexible in a… 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 ... degree required. Minimum of 6 years of related experience in insurance brokerage or risk management. Preferred Skills: Strong analytical and negotiation skills.… 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 ... in the check and securities products that support the bank & retail brokerage franchise and will interact with different cross groups within the organization and… more
- EPIC Brokers (Mount Laurel, NJ)
- Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and ... service and client relationships Supervisory Responsibilities: Potential to supervise Associate Brokers, Account Managers and Account Specialists. WHAT YOU'LL BRING:… more
- Marcus & Millichap (Los Angeles, CA)
- …most knowledgeable Agents in the market. Requirements: Bachelor's or associate degree Real Estate License Excellent communication skills Entrepreneurial drive ... Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory… more
- The CERES Group (Boston, MA)
- …a compliance training program for associates, manage the firm and associate registration process, manage customer complaint handling process, manage internal ... and ATS firm regulatory obligations; *Knowledge and understanding of US brokerage industry and brokerage operations; *Strong communication skills, written… more
