- Segal (Los Angeles, CA)
- …and inspire your clients?This opportunity may be for you! The Opportunity: Our Insurance Broker is integral to supporting the delivery of a broad and diverse range ... the emerging areas of the insurance industry. The Role: As an Insurance Broker , you will work collaboratively with clients, carriers, and colleagues to provide… more
- MAHLE, Inc (Olive Branch, MS)
- …successful import and export of materials at the lowest possible cost. Audit Broker and domestic 3PL services in addition to customs service providers supporting US ... cost controls, including development of annual freight budgetMust have experience auditing broker / domestic 3PL services / customs service providers supporting US… more
- Russell Tobin & Associates (Green Bay, WI)
- …to front-office colleagues specific to operational procedures and processes, general broker /dealer product offerings, broker /dealer systems, and broker ... /dealer policies and procedures by working directly with product and system vendors resolve/trouble issues. Respond promptly and accurately to email, telephone, service request inquiries from front-office colleagues. Maintain procedures and knowledge base to… more
- 804 Technology (Charlotte, NC)
- …etc.), and auditing prior to claim submissions. Directing the workload of duty drawback broker ensuring the broker has accurate data and documents to timely ... prior to claim submissions. Directing the workload of duty drawback broker ensuring the broker has accurate data and documents to timely submit claims. Reviewing… more
- Rose International (Orlando, FL)
- …5+ years of successful experience in US Customs / Import Operations.Licensed Customs Broker or Certified Customs Specialist is preferred.Knowledge of CFR 15 and 19, ... prior to claim submissions.Directing the workload of duty drawback broker ensuring the broker has accurate data and documents to timely submit claims.Reviewing… more
- Amerantbank (Coral Gables, FL)
- …support and exceptional customer service to the bank's affiliated broker dealer and registered investment advisor.Responsibilities:Open new brokerage and advisory ... ensure full onboarding process, including the transfer of assets from other broker dealers.Image and index all necessary documents to electronically store permanent… more
- The George Washington University (Washington, DC)
- …cultivation, solicitation, and stewardship.This team member will serve as an honest broker of donor interests and fundraising opportunities and model a collaborative ... approach to fundraising at all times while working with urgency and independence.This experienced position serves as a liaison between the school or unit development team and his/her portfolio of alumni, parents and friends of the university in order to plan… more
- Everence (Souderton, PA)
- …and services.Process and maintain various communication approvals through the Broker -Dealer compliance system. Maintain current forms, investment materials, and ... compliance records. Prepare product illustrations and assemble ancillary forms needed for appointments or mailings. Prepare applications and service request forms using an automated form system (LaserApp, DocuPace). Process and forward applications to… more
- Hired by Matrix (Alafaya, FL)
- …etc.), and auditing prior to claim submissions. Directing the workload of duty drawback broker ensuring the broker has accurate data and documents to timely ... per manufactured unit. Coordinating with businesses, Customs Regulatory and Duty Drawback broker for the review and response of Drawback Desk Reviews/CF28's. Remain… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …as needed.Monitor the performance & efficiencies of NewLane's dealer and broker partnerships to identify areas for improved efficiencies and increased optimization, ... and act as a liaison between Credit & Sales to operationalize recommendations.Maintain current/develop new analytical reports and presentations for Senior Management, Executive Committees, and Regulatory Exams.Ability to create visualizations of data and/or… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …conduct calls directly with customers (ie, equipment dealers, end users and/or broker partners) to obtain additional information. Perform fraud checks and due ... diligence while underwriting and assessing new equipment finance requests.Must understand, abide and uphold NewLane's audit procedures and internal controls related to essential duties and responsibilities. General:Ability to work independently as well as… more
- Sourcing Square US (Garner, NC)
- …sales volume and return on sales targets. Oversees, guides, and motivates broker resources to achieve shared goals. Develops creative sales presentations using ... years of sales experience is required. Background in managing and cultivating broker relationships. Prior work experience in industries such as Manufacturing, Food… more
- OSI Group (Aurora, IL)
- …evaluating progress toward goals and identifying areas of opportunity. * Compile broker and distributor statistics and evaluates their performance on a routine ... basis. Review findings with broker representatives and makes recommendations to help distributors meet agreed upon targets. * This role has the responsibility to… more
- Truliant Federal Credit Union (Greensboro, NC)
- …guidelines, and strictly adheres to all Credit Union, TFA and broker -dealer policies where appropriate.Follows established policies and procedures of ethical market ... the established guidelines for maintaining client files in accordance with broker -dealer practices and FINRA requirements.Meets or exceeds the minimum budgeted GDC… more
- Fidelity TalentSource LLC (Boston, MA)
- …Data Analytics, you will support the regulatory reporting process for Fidelity s broker dealers and various customer channels as part of the broader Regulatory ... team is part of Fidelity s Capital Markets group. Fidelity, through its broker dealers, is required to send significant amounts of detailed trading and customer… more
- Capgemini Government Solutions (Arlington, VA)
- …PeopleSoft modules and internal/external systems using tools such as Integration Broker , application messages, web services, application engine, and SQR. Conduct ... Engine, PeopleCode, Application Packages, Application Messaging, Component Interfaces, Integration Broker , Workflow, and Query. Proficiency in SQL with strong… more
- Lennar Homes (Palm Beach Gardens, FL)
- …mats, etc.Manage production of advertising, sales office displays, brochures, Realtor/ Broker and consumer outreach materials, signage programs to insure adherence ... required by accounting each period end.Oversee coordination of Consumer and Broker /Realtor events: measure success of event.Track results of marketing initiatives,… more
- Lennar Homes (Miami, FL)
- …obtain sufficient collateral capacity to cover company-wide needs Oversee surety and broker rate/fee structures to minimize costs Verify LOC billing consistent with ... the administration of the Lennar collateral programs Maximize utilization of the broker 's surety program / LOC credit lines Streamline internal division and… more
- Rose International (Alpharetta, GA)
- …Census Bureau in a compliant way. Logistics Coordinators or a License Custom Broker , should be able to complete this position successfully. Duration 3-6 months, will ... relevant experience in their field of work and qualification.Experience:License Custom Broker is highly desiredCollege degree preferred, HS diploma or GED… more
- Beacon Hill (Boston, MA)
- …by telephone, fax, and email correspondence with shareholders, participants, broker /dealers, and others to verify information and clarify requests or ... provide appropriate documentation to customers as requested.Maintains proper documentation of telephone calls and performs additional duties as requested.Interacts with other departments within the Service Center to resolve problems and answer… more
