- Oriental Bank (San Juan, PR)
- The Associate , Customer Intelligence & Operations (Internal Collections) is responsible for the collection management of auto loans, personal loans, credit cards and ... missing clients, units ceded to a third party or broker , etc. + When there is a third party...Other duties may be assigned. EDUCATION AND EXPERIENCE: + Associate 's Degree in Business Administration, Finance, Accounting or any… more
- HUB International (Brentwood, TN)
- …centers of excellence. HUB is a global insurance and employee benefits broker , providing a boundaryless array of business insurance, employee benefits, risk ... industry leading success in mergers and acquisitions. **About the position:** The **Accounting Associate ** is at the core of our processing. Through a wide variety… more
- Kestra Financial (Novi, MI)
- The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides ... complex processes and/or concepts to clients + Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance. +… more
- T. Rowe Price (Baltimore, MD)
- …We are seeking talented individuals with the desire to grow & learn as an Associate Analyst within one of the following areas: + Trade Management: This role supports ... Data Services: This role includes support for security, account, broker , and derivatives reference data services. + Risk and...and needs, at work and in life. As an associate , you'll be supported with resources , benefits ,… more
- 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
- Huntington National Bank (Dallas, TX)
- …Capstone Partners' Financial Advisory Services (FAS) team is looking for an experienced associate to help clients in a range of situations. As an associate ... of Investigations) background check with fingerprinting to be associated with the broker dealer. Not required to become a registered representative. Exempt Status:… more
- Sedgwick (Sacramento, CA)
- …Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Accounting Associate - Pooling Are you looking for an impactful job that offers an ... entries. + Coordinates with Pool investment managers and reconciles with broker statements. + Prepares financial statements. + Assists with PowerPoint development… more
- Huntington National Bank (Columbus, OH)
- Description The Institutional Sales Support Associate plays a vital role in delivering exceptional service and operational support to institutional sales ... related experience Preferred Qualifications: + Bachelor's Degree + At least 1 year of Broker dealer experience + FINRA SIE, Series 7 and Series 63 + Proven… more
- Wells Fargo (Westchester, IL)
- **About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... disqualification are not eligible to be associated with a FINRA-registered broker -dealer. Successful candidates must also meet and comply with ongoing regulatory… more
- JPMorgan Chase (Jersey City, NJ)
- …delivering solutions to clients, you have found the right team! As a Client Manager Associate in the Escrow and Paying Agency Team, you will report into the Escrow ... companies, commercial banks, non-bank financial institutions, central banks and broker dealers. Our advanced, end-to-end solutions which combine physical, notional… more