- Jimcor Agency Inc. (Phoenix, AZ)
- …This position is focused on generating opportunities, client relationships and brokerage placements of their area of coverage specialty. Creates relationships with ... existing and new brokerage carriers, to negotiate terms and pricing with a...support client presentation process. + Utilizes knowledge of automated systems to develop information for new or renewal policies.… more
- Citigroup (Irving, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a… more
- Citigroup (Irving, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a… more
- US Tech Solutions (Franklin, TN)
- …being a close second. + Anyone with experience in ACE for global systems (Customs-related tool) tariffs and import/exports, and the basics of classifications for ... with regulatory standards. + Facilitate customs clearance procedures, either through brokerage services or self- brokerage protocols. + Determine appropriate… more
- Citigroup (Jersey City, NJ)
- …we need from you:** + 6-10 years of relevant experience in Apps Development or systems analysis role + Extensive experience system analysis and in programming of ... Prime Brokerage Technology provides solutions that underpin the operations...the department along with business stakeholders. + Conduct high-level system analysis and architecture design, ensuring alignment with business… more
- CoStar Realty Information, Inc. (Irvine, CA)
- …Excel skills and basic knowledge of other Microsoft Office applications. **Tools & Systems ** + Web Enterprise + Zoom teleconference system + Microsoft Office ... + Review listing performance report on a weekly basis with ownership and brokerage team, present updates on market feedback and pricing guidance for each respective… more
- Citigroup (Jacksonville, FL)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a… more
- US Tech Solutions (Franklin, TN)
- …with regulatory standards. + Facilitate customs clearance procedures, either through brokerage services or self- brokerage protocols. + Determine appropriate ... of priority and purpose. + Organized, strong detail orientation, and accurate system data entry. **Experience:** + Prepare and process timely submission of… more
- Charles Schwab (Omaha, NE)
- …of organization, attention to detail, as well as regulatory knowledge within the brokerage , and federal banking industry. This includes but not limited to IRS, State ... and Federal banking and brokerage regulations, Tax, FINRA/SEC, and OCC. This role executes...retain and apply processes and procedures as well as system technologies in an efficient and effective manner. +… more
- Thrivent Financial (Loveland, CO)
- …product related questions. + Help to gather and input client data into various systems . + Provides back-up trade support for brokerage accounts + Set up ... and retrieve reports in the portfolio management system . + Assist in generating performance reports. Qualifications +...TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the… more
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