- JPMorgan Chase (New York, NY)
- …funds being managed by their firms. We also use the PLP to offer loans or lines of credit to new partners at professional service firms to finance their ... **Wealth Management - Private Bank - PLP Borrower Specialist ** JPMorgan Chase & Co. is a leading...investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans,… more
- First Horizon Bank (Knoxville, TN)
- …time. **Position Overview:** The Single Point of Contact (SPOC) Default Servicing Specialist role is responsible for providing delinquent or imminent default real ... solutions. + Cross-collaborates with inter-department teams and other business lines , exhibiting outstanding customer service, communication skills, researching, resolving… more
- AIG (Chicago, IL)
- …help customers to manage risk. Join us as a Senior Regional Production Specialist , Lexington Healthcare to play your part in that transformation. It's an opportunity ... AIG's Lexington Insurance Company is the leading US-based surplus lines insurer. For over 50 years, it has provided...with others + Strong relationships with retail and wholesale brokerage community + Knowledge of the market, portfolio management,… more
- Charles Schwab (Annapolis, MD)
- **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will ... the Series 7 and 63/66 if that is in line with your career goals. If you are looking...maintain good cross-enterprise working relationships + Basic understanding of brokerage regulations and rules that govern client accounts +… more
- Guardian Life (New York, NY)
- …and internal sales team. Will train and develop skills to be on the front line of our team in motivating and inviting capable producers into the MLDI business with ... + Gain a thorough understanding of our complex business relationships within the brokerage community and with the clients we service. + Obtain required industry… more
- HUB International (Chicago, IL)
- …some cases will take the lead in these negotiations in lieu of product line specialist engagement. + In situations where special carrier programs are available, ... proficiency in an insurance Account Management role in required lines is preferred. Brokerage experience is preferred....+ Current with all necessary CE credits in required lines and states. + Advanced professional designation… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …clients (CRC), Money Service Businesses (MSB), gambling entities, and non-retail brokerage jurisdiction review types. This role leads projects of significant scope ... serves as a Subject Matter Expert to various business lines . You will work independently on complex assignments that...regarding AML policies. + Perform duties in a highly professional manner to address and resolve conflicts or issues… more