- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... and record keeping adheres to compliance standards + Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance +… more
- Cleveland Research Company (Cleveland, OH)
- Compliance Associate Cleveland Research Company is an independent research firm headquartered in Cleveland, Ohio. Founded in 2006, CRC has expanded to 15 research ... Cleveland Research Company, LLC, an equity research firm and Broker Dealer registered in Cleveland, Ohio, is seeking a...maintain the firm's culture of regulatory compliance. The Compliance Associate is a key resource for the firm by… more
- AON (Washington, DC)
- …What the day will look like: + The Underwriting Professional I, Associate Production Underwriter will be responsible for in-depth event cancellation insurance ... to increase pipeline and hit ratios + Active participation in broker engagement activities inclusive of tracking success with targeted agents/brokers, outreach… more
- The Walt Disney Company (Rancho Mirage, CA)
- We seek a highly organized and customer-focused **Sales Associate ** to deliver an industry-leading experience for home buyers. This role will serve as a point of ... **Contacting & Lead Generation** + Contact potential clients to gauge interest in broker services and refer them to agents. **Document Handling & Compliance** +… more
- Manulife (Boston, MA)
- We are looking for an Associate Director, Platform Distribution who will be responsible for internal sales and relationship development, business channel management, ... Manulife John Hancock's investment products. Channel specific coverage includes Broker - Dealer/Platforms and Turnkey Asset Management Programs (TAMPs). **Position… more
- JPMorgan Chase (Columbus, OH)
- …throughout all businesses and jurisdictions. As the Oversight Operations Senior Associate within the Inter Affiliate Services team, you will manage, monitor, ... LOB or Corporate Functions submitted to the GSS IAS Broker team, and be responsible for monitoring through various...LOB or Corporate Functions submitted to the GSS IAS Broker team + Responsible for monitoring through various reports,… more
- Citigroup (New York, NY)
- Citigroup Global Markets Inc. seeks a Research Senior Associate for its New York, NY location. Duties: Deliver investment advice and insights to institutional ... with industry consultants. Develop and maintain corporate and industry relationships. Generate broker (external client) metrics including broker votes and client… more
- HUB International (Riverside, CA)
- …bridge of communication between the Hub Accounting teams and our Insurance Carrier and Broker partners. As a service and support unit, they work closely to ensure ... are thoroughly researched and resolved. **About the position:** The Carrier Team Associate plays a key role in supporting accurate financial transactions by… more
- Humana (Bismarck, ND)
- …our caring community and help us put health first** The Senior Associate Benefits Professional applies forward-looking, innovative thought to strategy, design and ... company as an employer-of-choice in the present and future. The Senior Associate Benefits Professional work assignments involve moderately complex to complex issues… more
- HUB International (Austin, TX)
- **About Us:** HUB is a global insurance and employee benefits broker , providing a broad array of property, casualty, risk management, life and health, employee ... building success by developing relationships with others **Job purpose:** As a tax associate , you will work directly with the tax team and wealth management teams… more