- Brokers International (Urbandale, IA)
- The Operations Coordinator is responsible for customer...and at least 1 year working directly with a broker - dealer , RIA, or insurance. + FINRA Series ... in respect to all products offered by Brokers Financial. Also, the Operations Coordinator communicates with and assists, financial advisors with various… more
- Kestra Financial (Sewickley, PA)
- …of experience in the financial services industry allowing for a good understanding of broker / dealer operations and + Previous experience in the independent ... The Client Service Coordinator reports to the Operations Director...financial services industry allowing for a good understanding of broker / dealer operations and financial services… more
- Kestra Financial (Westport, MA)
- …experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services products, including but ... of clients and help accomplish their goals. Summary The Client Service Coordinator is critical to providing superior client experience. This position utilizes… more
- AutoNation, Inc. (Fort Worth, TX)
- …a Sales Associate who will execute the sales process. The Vehicle Procurement Coordinator 's career path could lead into a Sales Associate role. Our Associates ... Renault, Tata, Zhejiang Geely, ZGH, Service Department, Fixed Ops, Fixed Operations , Customer Care, After-Sales, After Sales, Customer Service, Call Center, Sales… more
- City National Bank (CO)
- …Management Compliance roles, experience with a financial institution such as a broker / dealer and/or registered investment adviser. + For Wealth Management ... regulatory relationships & exam management* Support the primary contact and key coordinator for CNB's regulators, primarily the OCC for all matters regarding CNB's… more