- Truist (Richmond, VA)
- …The location is 1001 Semmes Avenue, Richmond, Virginia. Ensure that all brokerage accounts are opened and maintained accurately, including the review and cataloging ... documentation. Assist front office with inquiries and processing items related to account opening, maintenance, documents, back office systems, or general account… more
- Motion Recruitment Partners (Irving, TX)
- … in financial services , administrative support, underwriting, quality assurance, brokerage operations , client account supervision, risk, and compliance. ... Services Company is looking for a Series 7 Brokerage Customer Service Specialist in Irving, TX...& Orthodontia Benefits + Vision Benefits + Health Savings Account (HSA) + Health and Dependent Care Flexible Spending… more
- ManpowerGroup (Minneapolis, MN)
- ** Brokerage Account Specialist - MUST HAVE...+ Active Series 7 license + Brokerage operations experience + Excellent customer service skills ... Current Series 7 License** **Are you a customer service champion with a passion for helping people?** **Do...individuals to join our team in **Minneapolis, MN** as ** Brokerage Account Specialists** . **Location:** Minneapolis, MN… more
- TIAA (Frisco, TX)
- …**Career Level** 5IC **Preferred Qualifications:** + 2+ years' experience in financial services industry; specifically in Brokerage operations + Bachelor's ... The Operations Analyst is responsible for a variety of...Communicates requirements to open, fund and maintain a TIAA brokerage /managed account . + Completes brokerage … more
- Citigroup (Tampa, FL)
- …drive strategy across our industry. **Job Background/context** Prime Brokerage Client Service sits within Citi Market Operations supporting the Prime ... with clients/administrators and internally across the Business, Middle Office and Operations . Responsible for providing high service level operational client… more
- Ryder System (Alpharetta, GA)
- …incumbent must ensure the assigned sales team has the capability to sell all services offered by Ryder Freight Brokerage throughout North America. Moreover the ... cross-selling to current Ryder customers in different business units and upselling brokerage customers to other Ryder services . **Essential Functions** + Select,… more
- Motion Recruitment Partners (St. Louis, MO)
- …Be Doing** + Participate in moderately complex support services in account management, operations , documentation, customer service and technical support. ... Series 7 Brokerage Customer Service Specialist St Louis,...- $32.8/hr Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Customer Service… more
- Citigroup (Tampa, FL)
- …primary role will incorporate all aspects of Equity and Fixed Income Prime Brokerage operational client service - covering trade handling, fails management and ... **Job Background/context:** Prime Broker Middle Office supports the Prime Brokerage Business, and is part of the overall Prime...eg IAQ module exams or equiv. **Job Family Group:** Operations - Transaction Services **Job Family:** Securities… more
- Motion Recruitment Partners (St. Louis, MO)
- …BE ACTIVE (or within 2-year window so it may be re-activated quickly) + Brokerage operations experience + Customer service experience + Microsoft Products ... **Hybrid** Contract $32.31/hr - $36.41/hr Outstanding contract opportunity! A well-known Financial Services Company is looking for a Senior Brokerage Customer… more
- FedEx Logistics (Elk Grove Village, IL)
- …volume, and no quotas. Assists regional sales representatives in working with operations and customer service representatives to sell all company products. ... ocean and air freight forwarding, surface transportation and distribution, customs brokerage , trade and customs advisory services , and advanced e-commerce… more
- JPMorgan Chase (Newark, DE)
- …bespoke range of products tailored to suit the client's needs. The range of services typically available to our Prime Brokerage clients are Global Custody ... Lending, Financing and Margin Solution **Job Summary:** As a Fixed Income Prime Brokerage Settlement Analyst in Prime Financial Services , you will be the… more
- TD Bank (New York, NY)
- …Specialist will provide AML compliance support for all aspects of the TD Prime Services business, Prime Brokerage ("PB"), which include but are not limited to ... to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay… more
- Charles Schwab (Phoenix, AZ)
- …the status quo" and transform the finance industry together. The Managed and Advised Account Operations Advisor Services (MAAO) team performs a variety of ... functions primarily on the Advisor Services of Schwab's business . We service ...over the country that are enrolled in Schwab's Managed Account products. MAAO partners with a number of internal… more
- Wells Fargo (Charlotte, NC)
- …experience, training, military experience, education **Desired Qualifications:** + 2+ years of Brokerage Operations experience + Strong attention to detail and ... this role:** Wells Fargo is seeking a Senior Securities Operations Representative in Business Operations as part...areas and lines of business at wellsfargojobs.com . The Account Opening and Maintenance (AOM) team is responsible for… more
- Anywhere Real Estate (Peoria, IL)
- …International Realty(R) (https://www.sothebysrealty.com/eng) The Anywhere portfolio includes franchise and brokerage operations as well as national title, ... International Realty(R) (https://www.sothebysrealty.com/eng) The Anywhere portfolio includes franchise and brokerage operations as well as national title,… more
- OEC Group (St. Louis, MO)
- …Possesses a book of business in international ocean, air and/or customs brokerage . + Demonstrated hunter mentality to continuously bring in new business ... monthly car allowance, company cell phone, laptop, and expense account * Perks & Benefits of OEC Group After successfully...to become well educated in all OEC products and services . + Offer solutions through OEC Group's services… more
- JPMorgan Chase (New York, NY)
- Prime Financial Services (PFS) as an Account Manager in New York **Job Summary:** As an Account Manager Associate within the Prime Financial Services ... products, new technology, and new regulatory topics within the Prime Finance Services (PFS) platform, across Equities and Derivatives + Capitalize on client… more
- OEC Group (St. Louis, MO)
- …confident in presenting information to prospective customers on the company's shipping services during face-to-face meetings. + 1-5 years of experience working as a ... forwarder or in the logistics industry. As a Sales Account Executive for one of the leading freight forwarders...to become well educated in all OEC products and services . + Offer solutions through OEC Group's services… more
- Forward Air (Torrance, CA)
- …lines to our linehaul service , such as full truckload operations (Truckload Services ), final-mile coverage (Complete(R) Cartage), and an Airline ... national network of terminals. In addition, we offer truckload brokerage services , including dedicated fleet services...are present and in correct order + Work with operations team to determine routing for required service… more
- HUB International (Benton, KY)
- …an insurance Account Management role in required lines is preferred. Brokerage experience is preferred + Excellent customer service , analytical, problem ... **Strong community support and involvement through HUB Gives** **SUMMARY:** The Account Executive leads the overall service , recommendations, and implementation… more