- LPL Financial Holdings, Inc. (Edmonds, WA)
- …several avenues for professional development and advancement. The primary role of the Client Service Associate (CSA) is to provide administrative support to an ... proven ability to adapt to a changing work environment. Responsibilities: Inbound client calls, schedule appointments, and prepare materials for client meetings… more
- Bradley Company (Indianapolis, IN)
- …experienced and talented commercial real estate professionals. We serve the brokerage , property management, and facility maintenance needs of commercial and ... build partnerships, improve communities and change lives. Position Overview Join our dynamic brokerage team as a Brokerage Services Assistant, where you'll play… more
- Oppenheimer & Co. Inc. (North Palm Beach, FL)
- …& Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Palm Beach, FL branch office. The RCSA's ... of activities in the financial services industry, including retail securities brokerage , institutional sales and trading, investment banking (both corporate and… more
- Oppenheimer & Co. Inc. (Southbury, CT)
- …and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in ... of activities in the financial services industry, including retail securities brokerage , institutional sales and trading, investment banking (both corporate and… more
- US Bank (Greenacres, WA)
- …paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists ... such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing… more
- LPL Financial Holdings, Inc. (Austin, TX)
- …what's possible with LPL Financial. Job Overview: As the Business Development Associate (BDA), you will be responsible for driving Financial Advisor lead flow ... experience. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented, and are able to execute in a way that encourages… more
- The Jonus Group (Van Nuys, CA)
- Associate Broker Job Summary: Join a national wholesale broker specializing in Property & Casualty insurance as an Associate Broker. Responsibilities include ... diverse portfolio of clients, primarily handling binding transactions with additional brokerage responsibilities. This role is ideal for candidates seeking to… more
- Willis Towers Watson (Los Angeles, CA)
- 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
- Colliers (Walnut Creek, CA)
- …cold calling and driving marketing efforts with the objective of increasing client awareness of available properties *Identify and qualify leads, contacts, and ... cold calls and building walks Proposals and Presentations *Work with Agent(s) and Brokerage Specialists to create and prepare content for CIM's and formal proposals,… more
- Frost Bank (Austin, TX)
- …a team? Do you find yourself creating a task list daily? If so, then the Registered Associate role may be right for you! At Frost, it's about more than a job. It's ... unparalleled banking services. Who you are: As a Registered Associate , you provide support to our Frost Investment...provide support to our Frost Investment Officers in opening brokerage and fee accounts as well as responding to… more
- Marcus & Millichap (Saddle Brook, NJ)
- …closes 4.5 transactions every business hour - more than any other investment brokerage firm in the nation. That's 4-5 commission checks issued to our agents ... Researching ownership records, market data and industry trends Prospecting new client relationships and referral sources Attending networking and industry events… more
- Blackbird Recruiting (New York, NY)
- … experience. Qualifications: Proven experience in multifamily/commercial/office sales, brokerage , or as a multifamily/commercial mortgage broker. Established network ... Sales Associate Manhattan, NY 50k as a draw + Commission Our client provides energy-efficiency solutions to property owners at no out-of-pocket cost. They help… more
- Fay Servicing (Addison, TX)
- …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
- Jones Lang LaSalle IP, Inc. (Houston, TX)
- …buildings w/ a few retail tenants. You are responsible for all aspects of client and tenant satisfaction. As the lead professional, you will also be responsible for ... and/or Regional Leadership on significant operating issues at the building, including client or tenant concerns. Budgeting and Financial Management: Assist in the… more
- Marcus & Millichap (Cleveland, OH)
- …a leading source of research and advisory services. As leaders in commercial brokerage , we are continuing to build our Investment Sales team across multiple product ... a Senior agent who will teach you every aspect of Marcus & Millichap's brokerage continuum. This is a 100% commission sales position. We offer significant earning… more
- First Horizon (Miami, 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 (Englewood, CO)
- …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
- Gallagher (Mount Laurel, NJ)
- …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 ... business revenue from new and existing clients and providing a high level of client service to assigned accounts. About You Required: Bachelor's degree and 3 years… more
- Brown & Brown, Inc. (West Palm Beach, FL)
- …to doing what is best for our customers. Brown and Brown is seeking a Senior Associate , Health & Benefits to join our growing team in San Diego, CA or Las Vegas, ... NV . As a Senior Associate , Health & Benefits, you will serve as a...employer clients. You will lead day-to-day project delivery and client interactions while helping drive business outcomes, contribute to… more
- Marion County, OR (Salem, OR)
- …with other agencies to obtain services and resources for individuals; advocacy and brokerage on behalf of client to access community resources, benefits, and ... so, join our dedicated team as a Mental Health Associate !In this vital role, you will provide skills training...of individual treatment planning, daily clinical team meetings, and client crisis intervention. Employee must be able to drive… more
