- Zurich NA (Phoenix, AZ)
- …client networks as related to industries underwritten by Business Unit. + Monitor Sales Funnel and Production Metrics of team. + Identify market trends and ... growth. + Market company products and services through agency plant and brokerage community. + Support development and maintenance of agent/broker relationships to… more
- Anywhere Real Estate (Westminster, CO)
- …federal regulations, company policies, and industry best practices. Collaborate with sales , and executive leadership to align operational goals with company ... next move through our leading integrated services, which include franchise, brokerage , relocation, and title and settlement businesses, as well as mortgage… more
- First Horizon Bank (Charlotte, NC)
- …Manage due diligence requirements for prospective clients * Assists with sales support functions to include marketing requests, client and prospect presentations ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- ADP (Dallas, TX)
- …+ Monitors and communicates conversion status on a regular basis with client, sales and financial advisors. + Drawing from 401(k) experience, product and legislative ... may include adding investment with restrictions, transfer in-kind, setup of brokerage accounts, special blackout notifications, special processes needed to be… more
- Brookfield Properties (Atlanta, GA)
- …and conduct internal valuations + Strong Relationships with Industrial/Logistics Brokerage community + Perform detailed quarterly financial statement analysis, ... and capital project forecasting + Support Senior Asset Managers with asset sales /dispositions process + Provide analytical support to colleagues in the areas of… more
- Citigroup (Miami, FL)
- …errors, management of OSJ files, etc + Review and approval of new brokerage and managed accounts + Review and dispositioning of designated supervisory reports + ... not limited to, Compliance, Legal, AML, Regional Business Risk, Regional COO and Sales Management + Assist with ad-hoc projects and/or workflow testing as assigned… more
- Amazon (TN)
- …related data submissions for completeness - Handle general recurring Customs Brokerage operational regulatory requirements - Maintain proper relationships and follow ... PGAs (TSCA, Lacey, non-glass NHTSA) - Handles 1st level escalations from the team/ sales - Advise and educate clients on import restrictions, tariffs, and other… more
- Citigroup (New York, NY)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. Our core activities are ... and organizational capabilities are aligned to business strategy + Support the Sales heads managing the headcount and hiring processes + Support the leadership… more
- World Insurance Associates, LLC. (Philadelphia, PA)
- …You'll work directly with HR teams and C-suite leaders, as well as internal sales and service team members, to assess client needs, define messaging strategy, and ... who: + Has at least 1 year of experience working at an insurance brokerage firm. + Knows how to design best-in-class employee communications and manage projects from… more
- City National Bank (Studio City, CA)
- …portfolio value * Financial accounting experience for recording investment purchases, sales and unrealized activity (eg, stocks, bonds, alternatives, partnerships) * ... Investment data reconciliation to Brokerage statements and other various investment systems * Configuration of general ledger accounting systems to map to investment… more