- Cushman & Wakefield (Phoenix, AZ)
- **Job Title** Brokerage Specialist **Job Description Summary** The Brokerage Specialist will report to the Sr. Operations Manager and will serve as the ... campaigns, transaction support, press releases, and fee-earner administrative support. The Brokerage Specialist will interact with various departments within the… more
- Bank of America (Phoenix, AZ)
- Global Financial Crimes Compliance (GFCC) Investigator - Brokerage Charlotte, North Carolina;New York, New York; Hunt Valley, Maryland; Pennington, New Jersey; ... services and/or a related government entity + Certified Anti-Money Laundering Specialist (CAMS) + Knowledge related to retail and/or institutional brokerage… more
- WTW (Tempe, AZ)
- …quantify, mitigate, and transfer risk, taking advantage of our global capabilities, specialist industry experience, and unparalleled market know-how. The result is a ... results. Willis Towers Watson's Global Services & Solutions team is an industry-leading brokerage team built to drive a more effective process and outcome for… more
- BMO Financial Group (AZ)
- …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...request (eg, the purchase of mutual funds or other brokerage products) + Facilitate customer asset transfers into the… more
- Anywhere Real Estate (Goodyear, AZ)
- The Regional Support Specialist (RSS) provides critical administrative, operational, and customer service support to our Coldwell Banker Real Estate branch offices, ... of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and… more
- Charles Schwab (Phoenix, AZ)
- …Charles Schwab's CS&S T2 Hotline Support Team - Move Money Asset Transfer Specialist is responsible for risk prevention, processing of money movements, and education ... every client interaction through clients' eyes. As a **Move Money Asset Transfer Specialist ** , you will promote client loyalty by providing the highest quality… more
- Charles Schwab (Peoria, AZ)
- …status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer ... to build and maintain good cross-enterprise working relationships + Basic understanding of brokerage regulations and rules that govern client accounts + May be asked… more
- AIG (Scottsdale, AZ)
- …to make a difference. About the role Summary: Senior Regional Production Specialist will market and underwrite for acceptable business in accordance with ... + An undergraduate degree preferred + Commercial Insurance Company, Agency or Brokerage experience + Proven ability to build and maintain strong professional… more
- Charles Schwab (Phoenix, AZ)
- …Requirements: + Minimum of 12 months of financial services experience in the brokerage industry. + Subject matter knowledge within one or more of the following ... areas: Corporate Actions, Distributions, Security Processing, Tax Reporting and Cost Basis. + Solid analytical skills and ability to multi-task to perform multiple complex tasks with a superior level of attention to detail; Can operate with little instructions… more
- SitusAMC (Phoenix, AZ)
- …in real estate related or financial services industry, such as appraisal, brokerage , or banking primarily focused on commercial properties required, or equivalent ... combination of education and experience. + Comprehensive knowledge and understanding of real estate, due diligence process, lending policies, and credit and risk management policies + Full understanding of property sectors (office, retail, industrial, hotel,… more
- UNUM (Phoenix, AZ)
- …national goals. + Train and develop the Colonial Life sales hierarchy in brokerage market and the Colonial Life value proposition. This includes decision maker ... presentations, brokerage differentiators, National Broker Partners, and all available marketing...internal and external partners + Evaluate potential MAP, Worksite Specialist , broker sales representatives and HO visit requests within… 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...to meet those needs by referring sales opportunities to specialist and sales teams *Is an effective communicator with… more
- Morgan Stanley (Gilbert, AZ)
- …degree or equivalent * 1-3 years ofrelevant financial services or brokerage sales experience preferred * Securities Industry Essential (SIE)*OR*ability to pass ... MoneyGuidePro; phone sales; Registered Advisor; Registered Associate; Registered Banker; Retirement specialist ; Series 7, 66, 63, 65; SIE; Trade specialist ;… more
- Adecco US, Inc. (Chandler, AZ)
- …handle inbound calls, providing exceptional service and support for banking and brokerage accounts, including credit and debit cards and small business accounts. ... Pay + Upskilling opportunities through the Adecco Aspire Academy + Dedicated onboarding specialist to guide you from offer to your first day. **Qualifications:** +… 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