- Coldstream Wealth Management (Portland, OR)
- …and process documentation related to client onboarding and maintenance: + Open brokerage accounts, establish cashiering needs, set up online reporting access + ... preferred; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems ) is a plus + Experience with alternative investments is highly… more
- Access Dubuque (Dubuque, IA)
- …to work independently and under pressure. + Quick learner of new software systems and platforms. + High level of integrity and professionalism. **Benefits** + ... Support Sedona Staffing Services Benefits Sales Manager Cottingham & Butler/ SISCO Brokerage Experienced Sales Executive Cottingham & Butler/ SISCO Entry Level Sales… more
- WTW (Atlanta, GA)
- …and presentations, verifying policy and plan information, and updating internal systems as necessary. + Ensuring client compliance adherence by managing completion ... in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier… more
- USG Insurance Services, Inc. (Tampa, FL)
- …Canonsburg, PA, expertly oversee and manage both our proprietary and third-party systems , ensuring our sales operations stay at the forefront of technological ... & process checks, wire transfers and ACH payments. + Sort and identify brokerage invoices to pay and resolve invoice discrepancies. + Identify and collect carrier… more
- HUB International (Newport Beach, CA)
- …BRING TO THE TABLE.** + 3-5 years of related commercial insurance experience within a brokerage environment + HS diploma or GED + Holds an insurance license in good ... the organization + Computer proficient with MSOS, Outlook, agency management systems (Epic preferred) + Required "soft skills": efficient time management,… more
- JPMorgan Chase (Columbus, OH)
- …analysis related to financial fraud. + Seven or more years of experience in brokerage or fintech. + Three or more years of direct people leadership experience. + ... develop actionable recommendations. + Specific knowledge of core broker-dealer systems , operation of common broker-dealer products, applicable laws, and regulations,… more
- First Horizon Bank (Raleigh, NC)
- …data trends and generating insights. + Familiarity with treasury management systems and payment platforms is preferred. **Certificates and Licenses** + Certified ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- First Horizon Bank (Charlotte, NC)
- …loan and investment data from commercial and consumer databases and Treasury systems using SAS. Transform, standardize, and validate input files according to data ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- Citigroup (New York, NY)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. Citi enables clients to ... + Desirable - Experience developing large financial software trading systems with substantial hands-on development experience **Competencies:** + Excellent… more
- First Horizon Bank (Chicago, IL)
- …quality business relationships with accounts, and extensive working knowledge of FHN Financials' systems and service platforms. + Must be able to study for and pass ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more