- ManpowerGroup (Phoenix, AZ)
- ** Brokerage Account Specialist - MUST HAVE Current Series 7 License** **Are you a customer service champion with a passion for helping people?** **Do you ... motivated individuals to join our team in **Phoenix, AZ** as ** Brokerage Account Specialists** . **Location:** Phoenix, AZ **Schedule:** Hybrid (M-F, 7am-6pm)… more
- Charles Schwab (Phoenix, AZ)
- …Advised Account Operations (MAAO) organization within Operational Services - Brokerage Product Services (BPS), provides Account Opening and Maintenance ... support for all Advised and Managed Account clients in both Investor and Advisor Services. As...What you have: The ideal candidate will possess demonstrated brokerage , banking back office, or operational experience, coupled with… more
- Charles Schwab (Phoenix, AZ)
- …quo" and transform the finance industry together. The Managed and Advised Account Operations Advisor Services (MAAO) team performs a variety of functions primarily ... Money Managers all over the country that are enrolled in Schwab's Managed Account products. MAAO partners with a number of internal business partners, all sharing… more
- WTW (Tempe, AZ)
- As a Health and Benefits Procurement/Placement Specialist , you will materially contribute to a client's benefits strategy through managing the entire vendor/carrier ... financials of health and benefit plans, ideally gained in a benefit consulting/ brokerage firm or at a health insurance company, preferred; alternatively, some… more
- Bank of America (Chandler, AZ)
- Sr Registered Phone Rep- Retirement and Benefits Investment Specialist Pennington, New Jersey;Chandler, Arizona; Tampa, Florida; Jacksonville, Florida **Job ... Defined Benefit Plans, Merrill Lynch Advice Access, and Self-Directed Brokerage . **Required Qualifications:** + FINRA Securities Industry Essentials Examination… more
- WTW (Tempe, AZ)
- …years' experience in professional services, ideally gained in a benefit consulting/ brokerage firm or health care vendor/carrier + Intermediate/advanced knowledge of ... Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account , Commuter Account , Health Care and Dependent Care Flexible… more
- WTW (Tempe, AZ)
- …vendor procurement, negotiation, implementation, and optimization activities + Facilitating specialist resources and subject matter experts in health management, ... of increasingly complex health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier… more
- Bank of America (Chandler, AZ)
- …Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, ... Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales… more
- CBRE (Phoenix, AZ)
- …Research, Risk Management, Sales & Leasing, Sales Support, Sales/ Brokerage , Town Planning, Transaction Management, Valuations/Appraisal, Workplace Strategy ... real estate a significant contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to… more
- Bank of America (Chandler, AZ)
- …Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, ... include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on...a world class client experience through point of call account servicing and resolution + Working in a well-compensated,… more
- WTW (Tempe, AZ)
- …and carrier information, summary plan descriptions and certificates + Engaging specialist resources and subject matter experts in health management, absence and ... in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier… more