- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent ... and record keeping adheres to compliance standards. * Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance *… more
- Kemper (Dallas, TX)
- …to our stakeholders that delivers on our promises. Kemper's Commercial Underwriting Associate serves as the primary point of contact for insureds and lienholders ... over 4.8 million policies, is represented by approximately 22,200 agents and brokers , and has approximately 7,500 associates dedicated to meeting the ever-changing… more
- Travelers Insurance Company (Richardson, TX)
- …choice for the customer and an indispensable partner for our agents and brokers . Travelers is looking for an Associate Operations Account Specialist to ... collaborate with underwriting and other key business partners in order to secure and retain the best business for our portfolio. Be part of a fast-paced team, working to achieve business goals and objectives while receiving mentorship that will enable you to… more
- Huntington National Bank (Dallas, TX)
- Description Summary: As an associate on the FAS team, you will help develop solutions to the financial and operational challenges facing our clients and improving ... of Investigations) background check with fingerprinting to be associated with the broker dealer. Not required to become a registered representative. Exempt Status:… more
- TIAA (Dallas, TX)
- The Director, Associate General Counsel, Litigation position protects the organization's rights, obligations and privileges and its legal interests by providing ... + Experience in securities litigation, enforcement matters, investigations, ERISA, antitrust, broker -dealer, and/or insurance law a plus. + Strong verbal and written… more
- JPMorgan Chase (San Antonio, TX)
- …solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, operational ... and services are offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC. Annuities are made… more
- Sedgwick (Irving, TX)
- …to Work(R) Fortune Best Workplaces in Financial Services & Insurance Property Claims Associate Are you looking for an opportunity to join a global industry leader ... + Communicates claim action/processing with insured, client and agent or broker when appropriate. **ADDITIONAL FUNCTIONS and RESPONSIBILITIES** + Performs other… more
- Kestra Financial (Cypress, TX)
- …established and growing wealth planning firm in Cypress, Texas, is seeking an Associate /Service Wealth Advisor for a great opportunity for the right person. This ... in the financial services industry, allowing for a strong understanding of broker /dealer operations and financial services products, including but not limited to… more
- Highmark Health (Austin, TX)
- …and/or email and/or in person from individual members, groups, providers and brokers in a customer service center. Troubleshoots and resolves customer complaints. ... Ensures that responses to inquiries are completed timely and according to established service and quality standards. **ESSENTIAL RESPONSIBILITIES** + Resolve customer inquiries and complaints via written, telephonic and face-to-face communication in a timely… more
- Zurich NA (Dallas, TX)
- …portfolio management actions relative to Plan; managing regional wholesale broker relationships; managing underwriter referrals; and maintaining a small production ... the needs of the team and to cultivate key broker relationships within the specified regions (25%). The position...work schedule that supports you, our customers, and our brokers and agents. AVP Level Basic Qualifications + High… more