- ReSource Pro (West Covina, CA)
- …skills with the ability to meet deadlines. + Proficiency with audit systems and tools; comfort using video conferencing platforms (eg, Zoom, Microsoft Teams, ... process, technology, and data to serve more than 1,800 clients across the carrier, broker , and MGA segments - consistently earning a +96% client retention rate for… more
- Invenergy (Chicago, IL)
- …coverages and conditions. + Coordinate communication between Invenergy and insurance broker to monitor upcoming construction activity to support placement of ... motivated team player who is able to efficiently become skilled at new systems and effectively manage deadlines. Base Pay 85,000.00 - 110,000.00 USD Annual Bonus:… more
- Bank of America (Dallas, TX)
- …to management, as needed.** **Responsibilities:** **Manages team workflow across various systems and provides process oversight and direction for accurate and timely ... volumes.** **Required Qualifications:** **Minimum two years of experience working in broker dealer operations with knowledge of common operational issues, controls… more
- Wells Fargo (Charlotte, NC)
- …SWIFT Industry initiatives, Wire payments + Experience with Prime, Securities Operations/ Broker Dealer processes and/or applications and systems + Working ... with Operations leadership team, Technology, and other support functions to assess multiple regulatory/industry obligations, Operational process improvements, Technology upgrades, and business growth opportunities to create a strategic plan for delivery across… more
- Lincoln Financial (Augusta, ME)
- …business unit teams to ensure the implementation and effectiveness of risk management systems , tools, and models *Collaborate with first line partners to design and ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Broadridge Financial Solutions (Newark, NJ)
- …+ Knowledge and Experience with IMPACT, ION, BPS, Bloomberg and MBSE systems Qualifications: + 1+ years of Fed Settlements experience + Bachelor's degree/equivalent ... delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge,… more
- Broadridge Financial Solutions (New York, NY)
- …clear visuals that convey complex and technical ideas to a non-technical audience. + Systems thinker, able to manage a high degree of complexity and able to distill ... delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge,… more
- Zurich NA (Salt Lake City, UT)
- …+ Strong communication skills and the ability to actively participate in client broker meetings + Work independently without close supervision + The ability to ... quality + High degree of proficiency in using computer and related software or systems At Zurich, compensation for roles is influenced by a variety of factors,… more
- CVS Health (Madison, WI)
- …work tasks are in alignment with overall goals + Participate in broker /customer meetings + Utilizes knowledge of competition and competitive position to evaluate ... role** **Preferred Qualifications** + Extensive knowledge of the Aetna systems supporting ASC Pharmacy pricing methodology. + Risk Assessment/Analysis,… more
- Janus Henderson Investors (Denver, CO)
- …setup of new brokers and updates to client funds in Janus Henderson systems , following established procedures and leveraging data from the transitions and broker ... relations teams. + Oversee and maintain commission rules as directed by internal stakeholder teams. + Carry out other duties as assigned What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid… more