- Broadridge Financial Solutions (El Dorado Hills, CA)
- …delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more
- Stanford University (Stanford, CA)
- …significant integrated innovation across three core areas: Research, Education, and Honest- Broker Convening. **Your Responsibilities will include** **:** + Based on ... engagements with the global mobility ecosystem and deep understanding of their mid-to-long term challenges and opportunities, lead an effort to create a well-defined research, educational and convening programs at Stanford to help address them. + Lead the… more
- City National Bank (Los Angeles, CA)
- …* 5 or more years of Customer Service or Operational experience at a Broker Dealer * 5 or more years of management and/or supervisory experience * FINRA ... Series 7, 66, and 24 *Additional Qualifications* * Bachelor's degree in Business, Finance, or related area or equivalent experience preferred. * Knowledge of Equities, Mutual Funds, Fixed Income, Retirement Accounts, CDARS, 529 Plans, and CNS Advisory accounts… more
- Acosta Group (Garden Grove, CA)
- …have 3 - 5 years prior experience with data entry, preferably with a food broker or college graduate. + Must have prior experience utilizing MS Word, Excel and ... e-mail programs. Knowledge, Skills, and Abilities + Strong communication skills internally and externally + Motivated self-starter and problem solver. + Efficient and effective use of Micro Soft Office. + Must be able to represent the company in a professional… more
- Vertafore (CA)
- …not limited to the following: * Build a strong presence in the insurance broker community in the designated territory. * Increase the number of Vertafore customers ... by selling to non-Vertafore Brokerage. * Use the Vertafore Value Selling System. * Serve as the lead point of contact for all customer account management matters. * Build and maintain strong, long-lasting client relationships. * Help your clients evaluate new… more
- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- AAA Northern California, Nevada & Utah (Walnut Creek, CA)
- …to adapt risk management strategies and maintain compliance. + Ensure continuous broker compliance across all US state and federal jurisdictions. Monitor evolving ... regulatory expectations (eg, NAIC, Lloyd's) to ensure internal preparedness. + E&O Management: + Oversee the errors and omissions (E&O) management process, ensuring timely and efficient resolution of errors and omissions, while managing complex or high-value… more
- WTW (Los Angeles, CA)
- …_Estimated size of book 10-25 clients_ **Qualifications** **The Requirements:** + Broker 's license preferred. + Bachelor's Degree from an accredited college or ... university; international business or finance preferred + Insurance industry experience: 8-20 years of experience depending on complexity of client mix along with education + Proficiency in Microsoft Office Suite with a strong command of Excel + Proficiency in… more
- Transdev (San Francisco, CA)
- …patrons via a call center environment and direct communications with other Broker staff, service provider representatives, SFMTA officials, the general public and ... others. Candidate must possess or within 90 days achieve a working knowledge of the paratransit program rules and operating procedures. Additional capabilities include developing and regularly filing a variety of reports, including routine data summaries and… more
- HUB International (Encino, CA)
- …for retaining the account, acting as the de facto technical expert and broker -consultant. (In some instances, when no Producer is assigned, the AE is primarily ... responsible for client relationship management.) + Ensure Producers, when assigned, are fully informed about, and prepared for all client meetings and interfaces to be able to manage the client relationship competently and proactively. + Establish and maintain… more