- Wells Fargo (Beverly Hills, CA)
- …for entry-level Client Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or ... to qualify for immediate FINRA registration **Desired qualifications:** + Brokerage client support experience + Administrative support experience in financial… more
- Ryder System (Ontario, CA)
- …oriented with excellent follow-up practices + Knowledge of truck brokerage advanced preferred + RD/Logistics/Transportation industry advanced required + Ryder ... + Some multi-client experience preferred + Knowledge of truck brokerage advanced preferred + RD/Logistics/Transportation industry. advanced required + Ryder… more
- Anywhere Real Estate (San Jose, CA)
- …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 ... next move through our leading integrated services, which include franchise, brokerage , relocation, and title and settlement businesses, as well as mortgage… more
- USG Insurance Services, Inc. (Irvine, CA)
- …team-oriented attitude while performing job duties. + Invoicing and typing Brokerage Endorsements. + Provide the technical and administrative assistance required to ... of prior insurance experience, prior experience should include either wholesale brokerage /MGA, retail insurance agency, or insurance company experience. + Knowledge… more
- Anywhere Real Estate (San Jose, CA)
- …agents, brokerages, and consumers across the US With deep expertise across brokerage , title, mortgage, and insurance, Anywhere is uniquely positioned to modernize ... next move through our leading integrated services, which include franchise, brokerage , relocation, and title and settlement businesses, as well as mortgage… more
- USG Insurance Services, Inc. (Irvine, CA)
- …Retail Agent. Acting as a representative for either our contract or brokerage carriers, you will be responsible for soliciting, underwriting, marketing, and ... and marketing techniques + Build relationships with our in house binding and brokerage markets + Be creative in assessing accounts and negotiating terms + Handle… more
- USG Insurance Services, Inc. (Irvine, CA)
- …applications along with exposures, loss history, target pricing, and submitting to brokerage carriers for quotation. + Review all solicited quotations and negotiate ... of prior insurance experience, prior experience should include either wholesale brokerage /MGA, retail insurance agency, or insurance company experience. + Knowledge… more
- JPMorgan Chase (El Segundo, CA)
- …of Private Banking clients. **Job Responsibilities** + Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, ... reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates + Create mandates for discretionary… more
- WTW (Los Angeles, CA)
- …a broker is to help our clients mitigate their total cost of risk. The brokerage team operates as the firm's intellectual capital where we work with our clients to ... and trading partners + Begin your understanding of core insurance principles and brokerage concepts + Ensure that quality and compliance procedures and processes are… more
- Robert Half Management Resources (San Jose, CA)
- …to support accurate cash flow management. * Collaborate with banking and brokerage teams to ensure seamless financial operations. * Support retail banking financial ... account and bank reconciliations. * Familiarity with financial operations in banking, brokerage , or retail banking. * Advanced proficiency in Excel for developing… more
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