- ManpowerGroup (Minneapolis, MN)
- ** Brokerage Account Specialist - MUST HAVE Current Series 7 License** **Are you a customer service champion with a passion for helping people?** **Do you ... **10** motivated individuals to join our team in **Minneapolis, MN** as ** Brokerage Account Specialists** . **Location:** Minneapolis, MN **Schedule:** Hybrid… more
- Truist (Richmond, VA)
- …The location is 1001 Semmes Avenue, Richmond, Virginia. Responsible for transitioning brokerage accounts to managed accounts and performing maintenance of managed ... account attributes to include reviewing relevant documentation for appropriateness....may change from time to time. 1. Transition transactional brokerage accounts to managed and managed accounts to transactional… more
- 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)
- Brokerage Customer Service Specialist Irving, TX **Hybrid** Contract $32.31/hr - $36.41/hr Outstanding long-term contract opportunity! A well-known Financial ... Services Company is looking for a Series 7 Brokerage Customer Service Specialist in Irving, TX (Hybrid). Work with the brightest minds at one of the largest… more
- Motion Recruitment Partners (St. Louis, MO)
- Brokerage Customer Complaints Specialist St. Louis, MO **Hybrid** Contract $32.31/hr - $36.41/hr Outstanding contract opportunity! A well-known Financial ... Services Company is looking for a Senior Brokerage Customer Complaints Specialist in St. Louis,...& Orthodontia Benefits + Vision Benefits + Health Savings Account (HSA) + Health and Dependent Care Flexible Spending… more
- Motion Recruitment Partners (St. Louis, MO)
- Series 7 Brokerage Customer Service Specialist St Louis, Missouri **Hybrid** Contract $29.11/hr - $32.8/hr Outstanding long-term contract opportunity! A ... Financial Services Company is looking for a Customer Service Specialist in St Louis, MO (Hybrid). Work with the...and verbal communication skills **Desired Skills & Experience** + Brokerage operations experience **What You Will Be Doing** +… more
- Motion Recruitment Partners (St. Louis, MO)
- Brokerage Operations Specialist St. Louis, Missouri **Hybrid** Contract $30/hr - $35/hr Exciting Long-Term Contract Opportunity Available! Join a renowned ... Financial Services Company as a Brokerage Operation Specialist based in St. Louis,...& Orthodontia Benefits + Vision Benefits + Health Savings Account (HSA) + Health and Dependent Care Flexible Spending… more
- Truist (Charlotte, NC)
- …managing acceptance or mitigation of the identified risks through day-to-day review of brokerage account transactions. 2. Lead a team of Regional Supervisors ... Life/Health and Variable Insurance Licensing 3. 7 years related retail brokerage and/or investment advisory experience with an emphasis in Supervision/Compliance 4.… more
- TD Bank (New York, NY)
- …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 ... Director - TDS, Senior AML Financial Crime Risk Oversight Specialist will provide AML compliance support for all aspects...all aspects of the TD Prime Services business, Prime Brokerage ("PB"), which include but are not limited to… more
- FedEx Logistics (New York, NY)
- …into computer files. Perform route cause analysis as directed by the Account Administrator. Coordinate post-entry activities on the customer's behalf Manage the ... with customers, internal staff/departments and management of all levels. Support Account Administrators with account management activities (exception logs,… more
- FedEx Logistics (Auburn, WA)
- The role of a Customs Brokerage Specialist is to provide customers with the highest quality service by providing consistent customer service and resolution in ... into computer files. + Perform route cause analysis as directed by the Account Administrator. + Coordinate post-entry activities on the customer's behalf. + Manage… more
- AON (Chicago, IL)
- Considering a job change? Take a look at Aon! We are seeking an Account Specialist I to work in a hybrid role with our Captives team in Chicago! Aon is in the ... clients succeed. What the day will look like The Account Specialist I will assist Account...standard and unique coverage needs for submissions with the Brokerage Unit. + Manages client open items lists and… more
- HUB International (St. Paul, MN)
- …Client Account Specialist ** , you will provide professional, courteous account management and brokerage services to assigned clients, having the primary ... by developing relationships with others **Your job responsibilities as a Client Account Specialist :** + Serve as the primary consultant to the client working… more
- TEKsystems (Jersey City, NJ)
- We are looking for an Account Reconciliation Specialist for one of our financial services clients. Hybrid role in Jersey city, great opportunity for a great ... company! Duties: + Reconcile approximately 900 accounts received from brokerage feeds with employee records to ensure accuracy and completeness. + Identify and… more
- TEKsystems (Jersey City, NJ)
- Job Title: Account Reconciliation Specialist Job Responsibilities: + Reconcile approximately 900 accounts received from brokerage feeds with employee records ... ensure accuracy and completeness. + Identify and resolve discrepancies between account information and employee records. + Collect supporting documentation for… more
- Charles Schwab (Phoenix, AZ)
- …quo" and transform the finance industry together. The Managed and Advised Account Operations Advisor Services (MAAO) team performs a variety of functions primarily ... Money Managers all over the country that are enrolled in Schwab's Managed Account products. MAAO partners with a number of internal business partners, all sharing… more
- TEKsystems (Jersey City, NJ)
- Description: - Reconcile approximately 900 accounts received from brokerage feeds with employee records to ensure accuracy and completeness. - Identify and resolve ... discrepancies between account information and employee records. - Collect supporting documentation...employee pre-trade system, including but not limited to: o Account statements o Trade confirmations o Account … more
- Vanguard (Malvern, PA)
- …preferred + Domain knowledge and experience in developing and servicing Brokerage Account capabilities using REST APIs, middleware solutions, databases ... Job Description + Vanguard has a Senior Solutions Architect/ Brokerage Platform opportunity with our Personal Investor Technology...We are looking for someone with broad and deep brokerage platform domain experience. Brokerage is at… more
- WTW (Short Hills, NJ)
- …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… more
- WTW (Chicago, IL)
- …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… more