- Charles Schwab (Phoenix, AZ)
- …Qualifications:** + Experience servicing high-net-worth clients + General understanding of brokerage regulations and rules that govern client accounts + Demonstrated ... experience handling client concerns and issues with tact and diplomacy + Excellent written and oral communication skills, attention to detail + Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities… more
- Aston Carter (Airmont, NY)
- …- Paid Full Day) Work with a close-knit team in a mid-size insurance brokerage Turn Numbers Into Insights That Drive Success Are you a detail-oriented accounting ... professional with a passion for data accuracy and financial integrity? Join our team as an Accounting Data Analyst and play a key role in reconciling commission data, identifying discrepancies, and supporting operational excellence. This is a fantastic… more
- Travelers Insurance Company (Hartford, CT)
- …understanding may be a result of prior experience in underwriting, claim or brokerage duties. + Ability to summarize complex coverage issues or program structures ... into understandable summaries; both written or verbal. + Must be comfortable seeking resources within the company as appropriate. + Must be comfortable with either taking lead on, or participating in, unplanned projects that may not be familiar or within a set… more
- HUB International (Chicago, IL)
- …Must have 1+ years of Commercial Insurance experience, preferrably in a brokerage setting **Additional Qualifications:** + Tenacious and determined to win. Ability ... to thrive in a fast-paced environment. + Continuously develop and strengthen the skills required for success + Maintain knowledge of strategic direction and plan, including goals and objectives to achieve quality service results for our clients + Strong sales… more
- Wells Fargo (Denver, CO)
- …to qualify for immediate FINRA registration **Desired Qualifications:** + Full-service brokerage experience + Financial advisement or planning experience + Client ... relationship management experience + Knowledge and understanding of Salesforce, Smart Station or contact management system + Financial services sales experience + High level of initiative and accountability + Experience developing and cultivating professional… more
- MyFlorida (Orlando, FL)
- …with Microsoft Outlook. Preferences: + Accounting. + Analyzing bank and/or brokerage records. + Conducting complex financial examinations or investigations. + ... Interviewing subjects and witnesses. + Possess Certified Fraud Examiner (CFE) designation, Certified Public Accountant (CPA) License, or Certified Anti-Money Laundering Specialist (CAMS) designation. + Experience using Microsoft Excel, specifically utilizing… more
- Insight Global (Jersey City, NJ)
- …functions to BMO trading/lending desks as well as the underlying Swap Prime Brokerage clients. We are a company committed to creating inclusive environments where ... people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age,… more
- Access Dubuque (Dubuque, IA)
- …Express Employment Professionals Benefits Sales Manager Cottingham & Butler/ SISCO Brokerage Experienced Sales Executive Cottingham & Butler/ SISCO Entry Level Sales ... Executive Cottingham & Butler/ SISCO Entry Level Sales Executive - Employee Benefits Cottingham & Butler/ SISCO Entry Level Sales Executive - Risk Management Cottingham & Butler/ SISCO Entry Level Sales Executive - Trucking Cottingham & Butler/ SISCO… more
- CBRE (Charlotte, NC)
- …to a team of transaction management professionals. This position is part of the Brokerage job family. Brokers are responsible for the buying, selling, and leasing of ... office, industrial, retail and other commercial properties on behalf of clients for occupation. **What You'll Do:** + Handle moderately complex to complex listings, such as inter-state business. Identify gaps and errors, and proposes solutions. + Verify the… more
- Wells Fargo (Burlington, VT)
- …+ Lead in the execution of various supervisory approvals for the Brokerage Support team including, supervisory review and approval of operational transaction ... requests including but not limited to, asset movement, account maintenance, order errors, document approvals and various remediation projects to ensure timely completion, quality, and compliance + Lead, participate and collaborate with peers, colleagues and… more