- WTW (New York, NY)
- …mitigate, and transfer risk, taking advantage of our global capabilities, specialist 's industry experience and unparalleled market know-how. The result is a ... Global Services & Solutions team is an industry leading brokerage team built to drive a more effective process...Services & Solutions model as follows: + Associate Global Specialist : First point of contact and day-to-day management of… more
- Fifth Third Bank, NA (Cincinnati, OH)
- … brokerage new account applications, review of margin and option account applications, review of brokerage account maintenance documents including but ... a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs brokerage and insurance regulatory sales supervision functions for the broker-dealer and… more
- WTW (New York, NY)
- …quantify, mitigate, and transfer risk, taking advantage of our global capabilities, specialist industry experience, and unparalleled market know-how. The result is a ... Watson's Global Services & Solutions team is an industry-leading brokerage team built to drive a more effective process...Services & Solutions model as follows: + Associate Global Specialist : First point of contact and day-to-day management of… more
- WTW (New York, NY)
- …quantify, mitigate, and transfer risk, taking advantage of our global capabilities, specialist industry experience, and unparalleled market know-how. The result is a ... Watson's Global Services & Solutions team is an industry-leading brokerage team built to drive a more effective process...Global Services & Solutions model as follows: Senior Global Specialist : First point of contact and day-to-day management of… more
- HSBC (Buffalo, NY)
- …domestic and international securities orders and providing high quality information and brokerage account maintenance services to clients, internal and external, ... and the planet we all share. The Wealth Services Specialist provides trade execution and account support...Tax reporting needs + Support Premier/ High Net Worth brokerage trade inquiry/correction requests + Support Premier/ High Net… more
- Randstad US (Salt Lake City, UT)
- series 7 - customer service specialist 2. + salt lake city , utah + posted september 10, 2024 **job details** summary + $27 - $33 per hour + temporary + bachelor ... is a Fortune 500 Financial Services Company and they are hiring a Customer Service Specialist to work in their Salt lake City location. If you are interested in… more
- BMO Financial Group (IL)
- …to 7pm Central Time** The BMO Investment Services (BIS) Investment Service Specialist 's primary responsibility is to provide our clients a superior customer service ... first point of client contact, the BIS Investment Service Specialist core mandate is to assist our clients with...will range from assisting with password resets, qualified (registered) account opening and maintenance, provide account balances… more
- Equitable (Charlotte, NC)
- …large and small group settings - in person and virtually + Managed account , mutual fund, and brokerage experience **Preferred Qualifications:** + Experience ... Investment Product Sales Specialist ( 240000AQ ) **Primary Location** : UNITED...events. The products and services supported are advisory and brokerage accounts - including mutual funds, equities, fixed income,… more
- Anywhere Real Estate (Louisville, KY)
- …this role will be 8:30am-5:00pm Eastern. **Summary: ** As an Agent Onboarding Specialist (AOS), your role involves ensuring a seamless onboarding experience for all ... tools Provide initial overview of DESK with focus on account activation, enrollment, and various tool profile setup Assist..."nimble" and adjust workload and schedule as needed. Our Brokerage Group is one of the nation's largest owners… more
- Morgan Stanley (Columbus, OH)
- … will work closely with all levels of field management to ensure brokerage New Accounts, Account Modifications, and Managed Account Inception/Modification ... has been appropriately approved using various internal systems. An Accounts Team Specialist will report directly to the Accounts Team Manager. The Accounts Team… more
- Morgan Stanley (Purchase, NY)
- …provides comprehensive financial advice and services to its clients including brokerage , investment advisory, financial and wealth planning, credit & lending, ... and trust services. We are seeking a high potential candidate ("Virtual Private Banking Specialist " or "VPBS") to join our Sales Team in the Private Banking Group.… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …for Financial Advisors. SECONDARY DUTIES & RESPONSIBILITIES: + Answer a variety of account and/or procedure inquiries. + Answer questions on how to open new ... brokerage accounts and process maintenance requests on existing accounts....on existing accounts. + Communicate, explain and process current account settlement instructions for sweeps, periodic investments, systematic withdrawal,… more
- Wells Fargo (Naperville, IL)
- …65 or 66 (or FINRA recognized equivalents) + Knowledge and understanding of brokerage : account processes and compliance procedures + Ability to make timely ... this role:** Wells Fargo is seeking a Divisional Governance Specialist in Wealth and Investment Management as part of...assigned, as delegated by Market Administration Management (eg, new account forms, daily order review, etc.) for each branch… more
- Wells Fargo (Alpharetta, GA)
- …65 or 66 (or FINRA recognized equivalents) + Knowledge and understanding of brokerage : account processes and compliance procedures + Ability to make timely ... this role:** Wells Fargo is seeking a Divisional Governance Specialist in Wealth and Investment Management as part of...assigned, as delegated by Market Administration Management (eg, new account forms, daily order review, etc.) for each branch… more
- DLB Associates (Richland, WA)
- …and dependent children up to age 26 + 401k with company match and self-directed brokerage account option + PTO including additional paid time off during the last ... is seeking a dynamic BAS / Controls Field Technician Specialist to be a part of our mission-critical projects...and a HDHP w/ HSA option) + Health reimbursement account (HRA), flex spending accounts (FSA) + Dental and… more
- Guardian Life (Bethlehem, PA)
- …range in complexity but center around the servicing and care of brokerage and advisory accounts. Candidates must possess exceptional customer service skills, be ... Inquiries will cover a wide array of wealth management topics such as new account setups, transfer of assets, mutual funds and annuities, stocks and bonds, qualified… more
- Edward Jones (Tempe, AZ)
- …fraud which could bring about regulatory scrutiny, penalties, and fine + Review account activity and client behavior to identify trends with client accounts, or the ... both the Financial Advisor and branch staff by performing account and customer reviews of historic behavior and detecting...Bachelor's degree preferred. + Four or more years of brokerage or financial services industry or related experience with… more
- WTW (Radnor, PA)
- The Senior Surety Client Service Specialist performs the essential functions related to the servicing and retention of contract and commercial surety accounts. These ... associates are integral members of our account management teams who proactively obtain, compile and follow...+ Experience working with Surety, including in an insurance brokerage environment a plus + Experience working with Epic… more
- WTW (Hartford, CT)
- The Surety Client Services Specialist performs the essential functions related to the servicing and retention of commercial surety accounts. These associates are ... integral members of our account management teams who proactively obtain, compile and follow...+ Experience working with Surety, including in an insurance brokerage environment a plus + Experience working with Epic… more
- Randstad US (St. Louis, MO)
- coo-customer service specialist . + st louis , missouri + posted september 10, 2024 **job details** summary + $27 - $32.35 per hour + temporary + bachelor degree + ... a Fortune 500 Financial Services Company and they are hiring a Customer Service Specialist to work in their Charlotte location. If you are interested in becoming… more